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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
SPC
701
Sigma Planning Corp
Michigan
$2.33M +$71.7K +2,025 +4%
KPWS
702
Kestra Private Wealth Services
Texas
$2.33M +$94.8K +2,677 +5%
MYAM
703
Meiji Yasuda Asset Management
Japan
$2.32M +$680K +19,202 +48%
MF
704
Manchester Financial
California
$2.32M +$64.3K +1,816 +3%
AAM
705
Advisors Asset Management
Colorado
$2.31M +$53.3K +1,505 +3%
CI
706
Conning Inc
Connecticut
$2.31M -$174K -4,920 -8%
BHB
707
Bank Hapoalim BM
Israel
$2.31M +$1.31M +37,077 +168%
AWM
708
Avior Wealth Management
Nebraska
$2.3M +$76.5K +2,161 +4%
RC
709
RegentAtlantic Capital
New Jersey
$2.3M +$1.17M +33,090 +129%
ERM
710
Elm Ridge Management
New York
$2.29M -$456K -12,867 -18%
JF
711
Jump Financial
Illinois
$2.27M +$1.03M +29,060 +100%
ACM
712
AlphaCrest Capital Management
New York
$2.26M +$1.22M +34,573 +148%
WIA
713
Wealthstreet Investment Advisors
Texas
$2.26M +$2.02K +57 +0.1%
SPIA
714
Steward Partners Investment Advisory
New York
$2.25M +$457K +12,914 +29%
WPA
715
Winning Points Advisors
Florida
$2.25M -$496 -14 -0%
MCM
716
MAI Capital Management
Ohio
$2.25M +$243K +6,875 +14%
WAS
717
Wealth Advisory Solutions
Indiana
$2.25M +$2.04M +57,756 New
SDWIA
718
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.22M +$15.1K +427 +0.8%
CIM
719
Cambria Investment Management
California
$2.2M +$1.54M +43,389 +334%
DI
720
Diligent Investors
California
$2.19M +$547K +15,454 +38%
LDB
721
Lee, Danner & Bass
Tennessee
$2.18M +$7.08K +200 +0.4%
RVM
722
Robinson Value Management
Texas
$2.17M -$136K -3,839 -6%
TPCW
723
TD Private Client Wealth
New York
$2.17M +$305K +8,623 +18%
CCT
724
Country Club Trust
Missouri
$2.17M +$312K +8,827 +19%
CDH
725
Charles D. Hyman
$2.15M -$679K -19,178 -26%

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.