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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
WPA
701
Winning Points Advisors
Florida
$1.34M +$19.3K +782 +1%
Ninety One (UK)
702
Ninety One (UK)
United Kingdom
$1.33M -$33.5K -1,359 -2%
LDB
703
Lee, Danner & Bass
Tennessee
$1.33M -$543K -22,045 -28%
NB
704
NBT Bank
New York
$1.31M -$145K -5,897 -10%
FDS
705
First Dallas Securities
Texas
$1.3M +$1.36M +55,383 New
CHC
706
City Holding Co
West Virginia
$1.3M -$125K -5,061 -8%
HCM
707
Hodges Capital Management
Texas
$1.29M -$290K -11,772 -18%
TM
708
Tiger Management
New York
$1.29M
FWM
709
Frontier Wealth Management
Missouri
$1.29M +$229K +9,307 +20%
MCM
710
MAI Capital Management
Ohio
$1.29M -$216K -8,746 -14%
CA
711
Cetera Advisors
Colorado
$1.29M -$24.9K -1,012 -2%
PP
712
Palladium Partners
Virginia
$1.28M -$234K -9,506 -15%
HTC
713
Haverford Trust Company
Pennsylvania
$1.27M -$529K -21,479 -28%
APA
714
American Portfolios Advisors
New York
$1.27M -$112K -4,539 -8%
AIM
715
ARGA Investment Management
Connecticut
$1.26M -$782K -31,728 -37%
PCTC
716
Perkins Coie Trust Company
Washington
$1.26M +$54.2K +2,200 +4%
FNT
717
First National Trust
Pennsylvania
$1.25M -$76.5K -3,104 -6%
BC
718
Brio Consultants
California
$1.25M
SAMC
719
Spectrum Asset Management (California)
California
$1.25M +$3.23K +131 +0.2%
ACS
720
Archford Capital Strategies
Illinois
$1.25M +$50.4K +2,046 +4%
IIA
721
IPG Investment Advisors
California
$1.24M +$739K +30,000 +131%
CICI
722
Capital Investment Counsel Inc
North Carolina
$1.24M +$116K +4,697 +10%
ASN
723
Advisory Services Network
Georgia
$1.24M +$266K +10,813 +26%
VFA
724
Valeo Financial Advisors
Indiana
$1.24M -$417K -16,918 -24%
SGCA
725
Steel Grove Capital Advisors
Tennessee
$1.24M -$18K -729 -1%

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.