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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
MFM
601
MD Financial Management
Ontario, Canada
$3.53M +$3.2M +90,270 +85,971%
MHIC
602
Marble Harbor Investment Counsel
Massachusetts
$3.53M +$70.8K +2,000 +2%
GFA
603
Gifford Fong Associates
California
$3.44M
ISL
604
Ingalls & Snyder LLC
New York
$3.42M -$166K -4,693 -5%
MFS
605
Mirabella Financial Services
United Kingdom
$3.41M +$3.09M +87,350 New
UAM
606
Unison Asset Management
Florida
$3.39M +$93.2K +2,634 +3%
MPIM
607
McGinn Penninger Investment Management
Virginia
$3.39M +$10.3K +291 +0.3%
AC
608
Asio Capital
Kentucky
$3.38M +$3.06M +86,570 New
WCM
609
Weik Capital Management
Pennsylvania
$3.38M +$17.7K +500 +0.6%
LOPW
610
Live Oak Private Wealth
North Carolina
$3.38M +$281K +7,935 +10%
Mirae Asset Global Investments
611
Mirae Asset Global Investments
South Korea
$3.36M -$4.67M -132,026 -61%
PWM
612
Perigon Wealth Management
California
$3.35M +$1.22M +34,585 +68%
ST
613
Spinnaker Trust
Maine
$3.34M -$177 -5 -0%
PAM
614
Private Asset Management
California
$3.33M -$116K -3,279 -4%
HAI
615
Hennessy Advisors Inc
California
$3.32M -$3.72M -105,200 -55%
SBH
616
Segall Bryant & Hamill
Illinois
$3.32M -$49.4K -1,394 -2%
SCM
617
Snow Capital Management
Pennsylvania
$3.28M +$1.27M +35,813 +74%
BTWM
618
Baker Tilly Wealth Management
Wisconsin
$3.27M +$2.37M +66,826 +396%
IAA
619
Independent Advisor Alliance
North Carolina
$3.25M +$676K +19,100 +30%
SS
620
Sunbelt Securities
Texas
$3.21M -$954K -26,959 -25%
ASN
621
Advisory Services Network
Georgia
$3.19M +$220K +6,205 +8%
SCI
622
S&CO Inc
Massachusetts
$3.14M
IMOV
623
Investment Management of Virginia
Virginia
$3.13M +$39.9K +1,126 +1%
DC
624
Davenport & Co
Virginia
$3.1M +$12.1K +343 +0.4%
KCM
625
Kanawha Capital Management
Virginia
$3.09M -$570K -16,087 -17%

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.