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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
SP
676
SWS Partners
Ohio
$1.48M +$389K +15,793 +34%
SIM
677
Sterling Investment Management
Arizona
$1.48M -$28.3K -1,150 -2%
CI
678
Conning Inc
Connecticut
$1.47M -$1.97K -80 -0.1%
OIA
679
OneDigital Investment Advisors
Kansas
$1.47M -$299K -12,146 -16%
CANC
680
Culbertson A N & Co
Virginia
$1.47M -$557K -22,617 -27%
CCI
681
Credit Capital Investments
New Jersey
$1.46M -$314K -12,734 -17%
ACM
682
Argyle Capital Management
Pennsylvania
$1.46M -$24.6K -1,000 -2%
KLCM
683
KG&L Capital Management
Louisiana
$1.46M +$67K +2,719 +5%
WJWM
684
Williams Jones Wealth Management
New York
$1.45M -$704K -28,557 -32%
AAM
685
Advisors Asset Management
Colorado
$1.44M -$400K -16,224 -21%
PGFC
686
Peapack-Gladstone Financial Corp
New Jersey
$1.44M -$70.1K -2,844 -4%
SB
687
Simmons Bank
Arkansas
$1.43M -$86.6K -3,514 -5%
PAM
688
Peak Asset Management
Colorado
$1.41M +$159K +6,467 +12%
QP
689
Quilter Plc
United Kingdom
$1.4M -$627K -25,462 -30%
EHC
690
Everett Harris & Co
California
$1.4M -$85.6K -3,475 -6%
MF
691
Manchester Financial
California
$1.4M -$41.3K -1,677 -3%
NA
692
NewEdge Advisors
Louisiana
$1.39M -$579K -23,491 -28%
FFN
693
Focus Financial Network
Minnesota
$1.38M -$27.6K -1,122 -2%
AWM
694
Avior Wealth Management
Nebraska
$1.38M -$95.7K -3,885 -6%
MA
695
Modus Advisors
Minnesota
$1.37M +$214K +8,670 +17%
EWA
696
EP Wealth Advisors
California
$1.37M -$219K -8,884 -13%
FNBSF
697
First National Bank Sioux Falls
South Dakota
$1.36M +$1.04M +42,211 +270%
VCM
698
Virtue Capital Management
Tennessee
$1.35M -$729K -29,598 -34%
CCM
699
Chilton Capital Management
Texas
$1.35M +$381K +15,441 +37%
CS
700
Capital Square
Tennessee
$1.35M

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.