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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
NB
776
NBT Bank
New York
$1.79M -$65.7K -1,855 -4%
RHAM
777
Round Hill Asset Management
California
$1.79M
EWM
778
Evercore Wealth Management
New York
$1.78M -$378K -10,682 -19%
DILIC
779
Dai-ichi Life Insurance Company
Japan
$1.78M +$83.2K +2,350 +5%
EHC
780
Everett Harris & Co
California
$1.77M -$1.1M -30,960 -41%
Two Sigma Investments
781
Two Sigma Investments
New York
$1.74M -$238M -6,709,108 -99%
IFG
782
Independent Financial Group
California
$1.74M -$304K -8,577 -16%
QSS
783
Quantitative Systematic Strategies
Florida
$1.73M +$220K +6,208 +16%
Bessemer Group
784
Bessemer Group
New Jersey
$1.73M -$124K -3,506 -7%
SW
785
SVB Wealth
Massachusetts
$1.73M +$37.2K +1,051 +2%
BUB
786
BBVA USA Bancshares
Texas
$1.72M +$42.7K +1,206 +3%
LNWWM
787
Laird Norton Wetherby Wealth Management
California
$1.71M -$49.7K -1,404 -3%
SA
788
SRH Advisors
Kansas
$1.7M +$22.1K +625 +1%
DA
789
Denali Advisors
California
$1.69M -$4.77M -134,800 -76%
AT
790
Arden Trust
Delaware
$1.68M +$66.7K +1,885 +5%
BMA
791
Brooks Moore & Associates
Tennessee
$1.68M +$190K +5,360 +14%
AWM
792
Altium Wealth Management
New York
$1.68M +$121K +3,428 +9%
NEI
793
Northwest & Ethical Investments
Ontario, Canada
$1.67M -$66.6K -1,880 -4%
CICI
794
Capital Investment Counsel Inc
North Carolina
$1.67M -$89.5K -2,528 -6%
PAM
795
Palisade Asset Management
Minnesota
$1.67M -$467K -13,186 -24%
PAM
796
Peak Asset Management
Colorado
$1.66M +$239K +6,751 +19%
WHG
797
Westwood Holdings Group
Texas
$1.65M +$233K +6,591 +18%
Fuller & Thaler Asset Management
798
Fuller & Thaler Asset Management
California
$1.63M +$489K +13,800 +49%
IA
799
IFP Advisors
Florida
$1.63M +$109K +3,088 +8%
APP
800
Avantax Planning Partners
Iowa
$1.62M -$500K -14,120 -25%

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.