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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
CWS
751
Cypress Wealth Services
California
$1.95M -$102K -2,890 -5%
IR
752
IAT Reinsurance
New York
$1.95M
IIA
753
IPG Investment Advisors
California
$1.95M +$43.4K +1,225 +3%
BFIM
754
Beese Fulmer Investment Management
Ohio
$1.94M -$129K -3,647 -7%
AF
755
Alerus Financial
North Dakota
$1.93M +$1.24M +35,066 +244%
ICM
756
IMS Capital Management
Oregon
$1.92M -$252K -7,119 -13%
SG
757
Somerset Group
Minnesota
$1.92M -$27.3K -772 -2%
MC
758
Moors & Cabot
Massachusetts
$1.89M +$206K +5,820 +14%
WJWM
759
Williams Jones Wealth Management
New York
$1.89M -$265K -7,483 -13%
KA
760
Kintegral Advisory
New York
$1.89M
CWM
761
Circle Wealth Management
New Jersey
$1.89M +$15.3K +431 +0.9%
EML
762
Eos Management LP
New York
$1.88M
VNIM
763
Vaughan Nelson Investment Management
Texas
$1.86M +$240K +6,775 +17%
FP
764
Financial Perspectives
Minnesota
$1.86M +$2.51M +70,810 +3,807%
BOS
765
Bank of Stockton
California
$1.86M +$15.4K +434 +0.9%
ED
766
Exane Derivatives
France
$1.86M -$510K -14,397 -23%
MAM
767
Magellan Asset Management
Australia
$1.83M +$43.5K +1,229 +3%
SC
768
Savant Capital
Illinois
$1.82M +$1.98K +56 +0.1%
IC
769
IEQ Capital
California
$1.82M +$97.7K +2,761 +6%
IMC Chicago
770
IMC Chicago
Illinois
$1.82M +$1.65M +46,523 New
PBC
771
Pavion Blue Capital
California
$1.81M +$154K +4,349 +10%
LWCFA
772
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.8M +$101K +2,856 +7%
SAMC
773
Spectrum Asset Management (California)
California
$1.8M +$21.2K +598 +1%
BPCA
774
Bank Pictet & Cie (Asia)
Singapore
$1.79M +$111K +3,128 +7%
RIL
775
Rothschild Investment LLC
Illinois
$1.79M -$14.2K -401 -0.9%

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.