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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
BFS
726
Bradley Foster & Sargent
Connecticut
$1.23M +$1.29M +52,188 New
QF
727
QVT Financial
New York
$1.2M
PWM
728
Perigon Wealth Management
California
$1.2M +$144K +5,841 +13%
GIM
729
Greylin Investment Management
Virginia
$1.2M -$1.23M -49,748 -49%
UM
730
Ulysses Management
New York
$1.19M -$616K -25,000 -33%
OPS
731
Orion Portfolio Solutions
Nebraska
$1.19M -$27.4K -1,113 -2%
CCT
732
Country Club Trust
Missouri
$1.19M -$468 -19 -0%
MWM
733
Mission Wealth Management
California
$1.19M -$145K -5,869 -10%
ACP
734
Aviance Capital Partners
Florida
$1.18M -$1.26M -51,002 -50%
IR
735
IAT Reinsurance
New York
$1.18M
BS
736
Banco Santander
Spain
$1.18M -$223K -9,048 -15%
SC
737
Savant Capital
Illinois
$1.17M +$17.2K +698 +1%
SG
738
Somerset Group
Minnesota
$1.17M -$246K -10,000 -17%
AT
739
Arden Trust
Delaware
$1.17M +$102K +4,135 +9%
SAM
740
Sequent Asset Management
Texas
$1.17M -$27.6K -1,122 -2%
TCM
741
Telos Capital Management
California
$1.16M -$177K -7,182 -13%
TSS
742
Two Sigma Securities
New York
$1.16M +$894K +36,271 +277%
RPC
743
Rossmore Private Capital
Connecticut
$1.16M +$386K +15,650 +47%
CIC
744
Carnegie Investment Counsel
Ohio
$1.16M -$2.47M -100,308 -67%
LFAS
745
Level Four Advisory Services
Texas
$1.15M -$1.67M -67,609 -58%
CWM
746
Circle Wealth Management
New Jersey
$1.15M -$119K -4,810 -9%
GTCM
747
Gyon Technologies Capital Management
New Jersey
$1.15M +$1.21M +49,068 New
KA
748
Kintegral Advisory
New York
$1.13M -$38.3K -1,553 -3%
EML
749
Eos Management LP
New York
$1.13M
TPCW
750
TD Private Client Wealth
New York
$1.12M -$68K -2,760 -5%

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.