We are live on ! Find out more
WFC icon

Wells Fargo

1,872 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 680 increasing their positions, 716 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 115

30% more capital invested

Capital invested by funds: $87B → $113B (+$26.2B)

25% more funds holding in top 10

Funds holding in top 10: 84105 (+21)

19% more call options, than puts

Call options by funds: $4.21B | Put options by funds: $3.53B

7% more funds holding

Funds holding: 1,7561,872 (+116)

0.47% more ownership

Funds ownership: 69.76%70.23% (+0.47%)

5% less repeat investments, than reductions

Existing positions increased: 680 | Existing positions reduced: 716

Holders
1,872
Holders Change
+116
Holders Change %
+6.61%
% of All Funds
32.87%
Holding in Top 10
105
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25%
% of All Funds
1.84%
New
244
Increased
680
Reduced
716
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$259M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
576
Naman Capital
Brazil
$3.91M
GCM
577
Graham Capital Management
Connecticut
$3.91M +$3.54M +100,000 New
WF
578
Welch & Forbes
Massachusetts
$3.9M -$163K -4,609 -4%
AMAL
579
Asset Management Advisors LLC
Oklahoma
$3.9M -$1.27K -36 -0%
BCM
580
Brookmont Capital Management
Texas
$3.89M +$1.32M +37,293 +60%
RIM
581
Redpoint Investment Management
Australia
$3.88M +$573K +16,182 +19%
BCM
582
Banyan Capital Management
Georgia
$3.85M -$54.6K -1,541 -2%
FG
583
Fiduciary Group
Georgia
$3.85M -$219K -6,174 -7%
EWA
584
EP Wealth Advisors
California
$3.79M +$1.41M +39,695 +69%
TCA
585
Transcend Capital Advisors
New Jersey
$3.77M +$208K +5,880 +6%
WDC
586
Woodward Diversified Capital
California
$3.75M -$35.5K -1,003 -1%
ECM
587
ExodusPoint Capital Management
New York
$3.75M +$1.68M +47,531 +98%
CWM
588
Concentric Wealth Management
California
$3.74M +$82.1K +2,320 +2%
WC
589
Winmill & Co
New York
$3.71M
SFI
590
Siemens Fonds Invest
Germany
$3.71M -$118K -3,326 -3%
GAM
591
Gotham Asset Management
New York
$3.69M -$4.24M -119,885 -56%
CG
592
Colony Group
Massachusetts
$3.67M +$2.77M +78,206 +496%
WS
593
Wedbush Securities
California
$3.66M +$895K +25,287 +37%
PAM
594
Panagora Asset Management
Massachusetts
$3.65M -$733K -20,698 -18%
FP
595
Factorial Partners
New York
$3.59M -$354K -10,000 -10%
AI
596
Atria Investments
North Carolina
$3.59M +$506K +14,280 +18%
WFC
597
Western Financial Corp
California
$3.58M -$35.4K -1,000 -1%
CAN
598
Cetera Advisor Networks
California
$3.56M -$179K -5,048 -5%
CK
599
Cohen Klingenstein
New York
$3.55M
KWM
600
Kingsview Wealth Management
Oregon
$3.54M +$516K +14,585 +19%

WFC Hedge Fund Activity: Q1 2021 in Review

1,872 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2021, worth a combined $113B — up 30% from $87B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new WFC positions and 115 closed out — a net gain of 129 holders — while 680 added to existing stakes and 716 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.13B. The largest seller was Berkshire Hathaway, cutting an estimated $1.83B.

  • 1,872 institutional investors held Wells Fargo (WFC) as of Q1 2021, up from 1,756 in Q4 2020.
  • Funds reported $113B of Wells Fargo stock for Q1 2021, up 30% quarter-over-quarter.
  • 244 funds opened new Wells Fargo positions in Q1 2021 and 115 closed out, a net change of +129 holders.
  • The largest Wells Fargo buyer in Q1 2021 was Fidelity Investments, an estimated $1.13B added.
  • The largest Wells Fargo seller in Q1 2021 was Berkshire Hathaway, an estimated $1.83B sold.

Based on aggregated 13F filings for Q1 2021.