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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
Lido Advisors
726
Lido Advisors
California
$2.15M +$31.9K +900 +2%
PCTC
727
Perkins Coie Trust Company
Washington
$2.14M +$82.2K +2,322 +4%
QP
728
Quilter Plc
United Kingdom
$2.13M -$97.5K -2,754 -5%
RA
729
RFG Advisory
Alabama
$2.12M +$1M +28,285 +109%
MWM
730
Mission Wealth Management
California
$2.12M +$18.7K +529 +1%
HWM
731
HighMark Wealth Management
Minnesota
$2.12M +$1.77M +50,128 +1,249%
FG
732
Foster Group
Iowa
$2.11M -$66.1K -1,868 -3%
CA
733
Cetera Advisors
Colorado
$2.1M -$50.5K -1,427 -3%
NA
734
NewEdge Advisors
Louisiana
$2.08M +$401K +11,330 +27%
BC
735
Brio Consultants
California
$2.08M
TNA
736
True North Advisors
Texas
$2.06M -$3.86K -109 -0.2%
SGCA
737
Steel Grove Capital Advisors
Tennessee
$2.05M
OIA
738
OneDigital Investment Advisors
Kansas
$2.04M +$174K +4,915 +10%
B
739
Barings
North Carolina
$2.01M +$250K +7,069 +16%
SSG
740
Summit Securities Group
New York
$2.01M -$906K -25,600 -33%
VFA
741
Valeo Financial Advisors
Indiana
$2M -$20.3K -572 -1%
ZCA
742
Zeke Capital Advisors
Pennsylvania
$2M +$253K +7,140 +16%
KLCM
743
KG&L Capital Management
Louisiana
$2M -$273K -7,710 -13%
CANC
744
Culbertson A N & Co
Virginia
$1.99M -$102K -2,885 -5%
AFS
745
Aft Forsyth & Sober
Florida
$1.99M +$1.21M +34,200 +204%
Qube Research & Technologies (QRT)
746
Qube Research & Technologies (QRT)
United Kingdom
$1.97M +$1.27M +35,962 +247%
CM
747
Columbus Macro
Pennsylvania
$1.97M -$376K -10,635 -17%
CBT
748
Capital Bank & Trust
California
$1.96M -$140K -3,954 -7%
LCOV
749
London Company of Virginia
Virginia
$1.96M +$202K +5,704 +13%
ACP
750
Aviance Capital Partners
Florida
$1.96M

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.