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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
ACP
676
Ashfield Capital Partners
California
$2.56M
LBC
677
Lowe Brockenbrough & Co
Virginia
$2.54M
HPC
678
HM Payson & Co
Maine
$2.53M -$84.6K -2,391 -4%
OFA
679
Oak Family Advisors
Illinois
$2.52M +$2.28M +64,543 New
MLIC
680
Mandatum Life Insurance Company
Finland
$2.52M
WKWM
681
Walter & Keenan Wealth Management
Indiana
$2.52M -$87.3K -2,466 -4%
AG
682
Algert Global
California
$2.5M -$1.24M -34,998 -35%
PAG
683
Private Advisory Group
Washington
$2.5M +$2.26M +63,954 New
RMC
684
Resources Management Corp
Connecticut
$2.5M -$161K -4,535 -7%
SWP
685
Stratos Wealth Partners
Ohio
$2.49M +$12.1K +343 +0.5%
CCP
686
Corient Capital Partners
California
$2.48M -$651K -18,383 -22%
FNBSF
687
First National Bank Sioux Falls
South Dakota
$2.46M +$188K +5,300 +9%
V
688
Veritable
Delaware
$2.45M -$78.5K -2,217 -3%
SJL
689
Shayne & Jacobs LLC
Tennessee
$2.45M +$227K +6,422 +11%
ATC
690
Argent Trust Co
Tennessee
$2.44M -$139K -3,921 -6%
HNB
691
Huntington National Bank
Ohio
$2.44M -$70.7K -1,996 -3%
SP
692
SWS Partners
Ohio
$2.44M -$18.1K -511 -0.8%
CIA
693
Capital Investment Advisors
Georgia
$2.4M +$140K +3,958 +7%
AC
694
Alexandria Capital
Virginia
$2.39M +$806K +22,765 +59%
ACM
695
Argyle Capital Management
Pennsylvania
$2.39M
LFAS
696
Level Four Advisory Services
Texas
$2.38M +$1.09M +30,820 +102%
EIM
697
Essex Investment Management
Massachusetts
$2.37M +$2.15M +60,684 New
LI
698
Lafayette Investments
Maryland
$2.36M -$35.4K -1,000 -2%
SIM
699
Sterling Investment Management
Arizona
$2.34M -$123K -3,461 -5%
CS
700
Capital Square
Tennessee
$2.33M

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.