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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
SW
751
SVB Wealth
Massachusetts
$1.11M -$369K -14,972 -24%
IFG
752
Independent Financial Group
California
$1.11M -$33K -1,340 -3%
CAM
753
Carret Asset Management
New York
$1.11M +$179K +7,255 +18%
WTC
754
WhitTier Trust Company
Nevada
$1.1M -$147K -5,966 -11%
NEI
755
Northwest & Ethical Investments
Ontario, Canada
$1.1M -$175K -7,085 -13%
SPIA
756
Steward Partners Investment Advisory
New York
$1.1M +$119K +4,819 +11%
BHIA
757
Birch Hill Investment Advisors
Massachusetts
$1.1M -$935K -37,935 -45%
Luther King Capital Management (LKCM)
758
Luther King Capital Management (LKCM)
Texas
$1.08M -$1.29M -52,522 -53%
BCM
759
Basswood Capital Management
New York
$1.08M -$31.3M -1,269,849 -97%
Walleye Trading
760
Walleye Trading
New York
$1.07M -$23.5K -952 -2%
BAM
761
Belpointe Asset Management
Nevada
$1.06M +$266K +10,784 +31%
BPM
762
Bowling Portfolio Management
Ohio
$1.06M -$59K -2,394 -5%
CIP
763
Convergence Investment Partners
Florida
$1.06M -$1.22M -49,316 -52%
1SB
764
1ST Source Bank
Indiana
$1.06M -$155K -6,271 -12%
NRS
765
Neville Rodie & Shaw
New York
$1.05M -$76.6K -3,110 -7%
MYAM
766
Meiji Yasuda Asset Management
Japan
$1.04M -$731K -29,670 -40%
BUB
767
BBVA USA Bancshares
Texas
$1.04M -$46.6K -1,889 -4%
TNA
768
True North Advisors
Texas
$1.03M -$129K -5,252 -11%
PBC
769
Pavion Blue Capital
California
$1.02M +$85.3K +3,462 +9%
IMRF
770
Illinois Municipal Retirement Fund
Illinois
$1.02M -$284K -11,506 -21%
NPF
771
Norris Perne & French
Michigan
$1.02M -$6.34M -257,222 -86%
CAM
772
Cresset Asset Management
Illinois
$1.01M -$14.5K -587 -1%
Bessemer Group
773
Bessemer Group
New Jersey
$1.01M -$1.49M -60,534 -59%
SW
774
SteelPeak Wealth
California
$1.01M -$175K -7,114 -14%
MWM
775
Madison Wealth Management
Ohio
$1.01M -$1.74M -70,473 -62%

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.