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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
CG
626
Cutler Group
California
$1.83M -$2.17M -87,902 -53%
BBWA
627
Bell & Brown Wealth Advisors
California
$1.82M +$72K +2,921 +4%
KWM
628
Kingsview Wealth Management
Oregon
$1.82M -$177K -7,190 -8%
HRC
629
Hoertkorn Richard Charles
$1.82M -$178K -7,218 -9%
AI
630
Atom Investors
Texas
$1.81M +$161K +6,544 +9%
NSEDCP
631
NJ State Employees Deferred Compensation Plan
New Jersey
$1.81M
LOPW
632
Live Oak Private Wealth
North Carolina
$1.81M -$1.92M -78,051 -50%
BFIM
633
Beese Fulmer Investment Management
Ohio
$1.8M -$852K -34,571 -31%
CCM
634
Cadence Capital Management
Massachusetts
$1.8M -$431K -17,493 -19%
KPWS
635
Kestra Private Wealth Services
Texas
$1.79M +$1.92M +77,896 New
SSG
636
Summit Securities Group
New York
$1.79M -$128K -5,200 -6%
BC
637
Burleson & Co
California
$1.78M -$59K -2,393 -3%
B
638
Barings
North Carolina
$1.78M -$307K -12,473 -14%
HIMC
639
Heritage Investors Management Corp
Maryland
$1.77M -$1.1M -44,738 -37%
SEC
640
Seven Eight Capital
New York
$1.76M +$1.85M +74,900 New
WS
641
Wedbush Securities
California
$1.76M +$16.5K +670 +0.9%
EWM
642
Evercore Wealth Management
New York
$1.75M -$112K -4,561 -6%
OIM
643
Opus Investment Management
Massachusetts
$1.75M
CAG
644
Crestwood Advisors Group
Massachusetts
$1.74M -$46.8K -1,900 -3%
UB
645
UMB Bank
Missouri
$1.72M
JF
646
Jump Financial
Illinois
$1.72M +$1.8M +72,984 New
Tudor Investment Corp
647
Tudor Investment Corp
Connecticut
$1.7M -$1.39M -56,359 -44%
SPC
648
Sigma Planning Corp
Michigan
$1.7M -$874K -35,471 -33%
LMIM
649
Lockheed Martin Investment Management
Maryland
$1.7M +$1.78M +72,400 New
GIM
650
Grassi Investment Management
California
$1.7M +$14.8K +600 +0.8%

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.