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Wells Fargo

1,617 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 541 increasing their positions, 819 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 4857 (+9)

0.19% less ownership

Funds ownership: 68.85%68.65% (-0.19%)

4% less call options, than puts

Call options by funds: $2.13B | Put options by funds: $2.21B

8% less funds holding

Funds holding: 1,7501,617 (-133)

8% less capital invested

Capital invested by funds: $72.2B → $66.4B (-$5.77B)

34% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 819

54% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 223

Holders
1,617
Holders Change
-133
Holders Change %
-7.6%
% of All Funds
32.62%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
103
Increased
541
Reduced
819
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
551
Kovitz Investment Group Partners
Illinois
$2.4M +$123K +5,005 +5%
PC
552
PointState Capital
New York
$2.4M +$2.51M +101,949 New
BS
553
Boenning & Scattergood
Pennsylvania
$2.38M +$295K +11,978 +13%
AWS
554
Arkfeld Wealth Strategies
Nebraska
$2.37M +$378K +15,357 +18%
WAM
555
Winslow Asset Management
Ohio
$2.37M -$98.1K -3,979 -4%
PHS
556
Pekin Hardy Strauss
Illinois
$2.37M +$1.61M +65,189 +184%
HNB
557
Huntington National Bank
Ohio
$2.36M -$702K -28,470 -22%
RA
558
Raffles Associates
New York
$2.35M +$2.46M +100,000 New
NC
559
Naman Capital
Brazil
$2.35M
AIM
560
Aigen Investment Management
New York
$2.35M +$2.46M +99,896 New
QT
561
Quantbot Technologies
New York
$2.35M +$2.46M +99,775 New
BFG
562
Beacon Financial Group
Texas
$2.33M -$1.22M -49,709 -33%
CAN
563
Cetera Advisor Networks
California
$2.33M -$210K -8,519 -8%
BCM
564
Blume Capital Management
California
$2.29M +$312K +12,647 +15%
CI
565
CX Institutional
Indiana
$2.29M +$791K +32,095 +49%
GIA
566
Granite Investment Advisors
New Hampshire
$2.29M -$76.1K -3,089 -3%
CAC
567
Core Alternative Capital
Georgia
$2.28M +$130K +5,262 +6%
MTIM
568
Marathon Trading Investment Management
Pennsylvania
$2.27M +$572K +23,216 +32%
MC
569
Maverick Capital
Texas
$2.27M +$872K +35,399 +58%
DZ Bank
570
DZ Bank
Germany
$2.27M +$685K +27,811 +41%
TRCT
571
Tower Research Capital (TRC)
New York
$2.25M -$2.8M -113,752 -54%
MHIC
572
Marble Harbor Investment Counsel
Massachusetts
$2.24M -$105K -4,270 -4%
WCM
573
Weik Capital Management
Pennsylvania
$2.24M -$320K -13,003 -12%
WC
574
Winmill & Co
New York
$2.23M
ABC
575
Associated Banc-Corp
Wisconsin
$2.23M -$1.18M -47,766 -34%

WFC Hedge Fund Activity: Q3 2020 in Review

1,617 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2020, worth a combined $66.4B — down 8% from $72.2B a quarter earlier.

Sellers outnumbered buyers: 223 funds closed out of WFC and 103 opened new positions — a net loss of 120 holders — while 819 trimmed existing stakes and 541 added.

The largest buyer was Dodge & Cox, adding an estimated $681M. The largest seller was Berkshire Hathaway, cutting an estimated $2.72B.

  • 1,617 institutional investors held Wells Fargo (WFC) as of Q3 2020, down from 1,750 in Q2 2020.
  • Funds reported $66.4B of Wells Fargo stock for Q3 2020, down 8% quarter-over-quarter.
  • 103 funds opened new Wells Fargo positions in Q3 2020 and 223 closed out, a net change of -120 holders.
  • The largest Wells Fargo buyer in Q3 2020 was Dodge & Cox, an estimated $681M added.
  • The largest Wells Fargo seller in Q3 2020 was Berkshire Hathaway, an estimated $2.72B sold.

Based on aggregated 13F filings for Q3 2020.