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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
SA
776
SRH Advisors
Kansas
$1.01M +$9.12K +370 +0.9%
SIP
777
Stoneridge Investment Partners
Pennsylvania
$1M -$216K -8,757 -17%
DI
778
Diligent Investors
California
$1M +$681K +27,644 +184%
PAM
779
Paradigm Asset Management
New York
$994K -$165K -6,700 -14%
ETI
780
Enterprise Trust & Investment
California
$992K -$261K -10,600 -20%
DT
781
Diversified Trust
Tennessee
$992K +$365K +14,824 +54%
FWCM
782
Ferguson Wellman Capital Management
Oregon
$987K -$202K -8,184 -16%
LWCFA
783
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$987K -$148K -6,014 -13%
RL
784
Ruffer LLP
United Kingdom
$987K +$246K +10,000 +31%
CL
785
CPWM LLC
Washington
$985K -$1.26M -51,110 -55%
MPIA
786
Mountain Pacific Investment Advisers
Idaho
$985K -$580K -23,529 -36%
MC
787
Moors & Cabot
Massachusetts
$985K +$113K +4,598 +12%
PVWM
788
Point View Wealth Management
New Jersey
$983K -$182K -7,405 -15%
H
789
HoyleCohen
California
$982K -$91.3K -3,706 -8%
SCM
790
Sterneck Capital Management
Missouri
$982K +$11.2K +454 +1%
TSWM
791
Triangle Securities Wealth Management
North Carolina
$974K -$10.7K -436 -1%
AC
792
Alexandria Capital
Virginia
$972K -$11.3K -460 -1%
FCCM
793
First City Capital Management
Georgia
$971K +$427K +17,337 +71%
SG
794
Swarthmore Group
Pennsylvania
$970K -$2.38M -96,400 -70%
AF
795
Allworth Financial
California
$961K -$7.1K -288 -0.7%
MWP
796
Meridian Wealth Partners
Pennsylvania
$956K -$12.3K -499 -1%
EM
797
Excalibur Management
Massachusetts
$955K -$193K -7,852 -16%
LWANC
798
Laurel Wealth Advisors (North Carolina)
North Carolina
$955K -$171K -6,943 -15%
CS
799
Cannell & Spears
New York
$949K -$2.46K -100 -0.2%
DI
800
DFPG Investments
Utah
$949K +$327K +13,289 +53%

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.