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Wells Fargo

1,757 hedge funds and large institutions have $87B invested in Wells Fargo in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 488 increasing their positions, 843 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 109

47% more funds holding in top 10

Funds holding in top 10: 5784 (+27)

31% more capital invested

Capital invested by funds: $66.4B → $87B (+$20.6B)

13% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.15B

9% more funds holding

Funds holding: 1,6171,757 (+140)

1.1% more ownership

Funds ownership: 68.65%69.76% (+1.1%)

42% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 843

Holders
1,757
Holders Change
+140
Holders Change %
+8.66%
% of All Funds
31.09%
Holding in Top 10
84
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+47.37%
% of All Funds
1.49%
New
275
Increased
488
Reduced
843
Closed
109
Calls
$3.56B
Puts
$3.15B
Net Calls
+$415M
Net Calls Change
+$494M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Altium Wealth Management
New York
$1.19M +$102K +3,926 +11%
MWM
802
Madison Wealth Management
Ohio
$1.19M -$93.8K -3,625 -8%
FHB
803
First Hawaiian Bank
Hawaii
$1.19M -$6.03K -233 -0.6%
TSWM
804
Triangle Securities Wealth Management
North Carolina
$1.18M -$59.8K -2,309 -6%
LNC
805
Lincoln National Corp
Pennsylvania
$1.17M +$64.1K +2,475 +7%
AF
806
Allworth Financial
California
$1.16M -$62.1K -2,400 -6%
SC
807
Shay Capital
New York
$1.16M +$997K +38,500 New
AC
808
Alexandria Capital
Virginia
$1.16M -$74.9K -2,893 -7%
IA
809
IFP Advisors
Florida
$1.16M -$29.3K -1,131 -3%
MIM
810
Miller Investment Management
Pennsylvania
$1.15M
OCM
811
One Capital Management
California
$1.15M +$988K +38,158 New
QSS
812
Quantitative Systematic Strategies
Florida
$1.15M -$4.1M -158,422 -81%
EM
813
Excalibur Management
Massachusetts
$1.15M -$68.6K -2,650 -7%
IWC
814
Integrated Wealth Concepts
Massachusetts
$1.14M +$320K +12,358 +48%
AA
815
AF Advisors
California
$1.14M
OPS
816
Orion Portfolio Solutions
Nebraska
$1.14M -$335K -12,954 -26%
BAM
817
Blueshift Asset Management
New Jersey
$1.13M -$2.23M -86,009 -70%
BMA
818
Brooks Moore & Associates
Tennessee
$1.13M -$5.02K -194 -0.5%
OFS
819
Oldfather Financial Services
Nebraska
$1.13M
GIA
820
Gateway Investment Advisers
Ohio
$1.13M +$13.9K +536 +1%
HCP
821
Holt Capital Partners
Texas
$1.13M -$6.08K -235 -0.6%
SSW
822
Smith Shellnut Wilson
Mississippi
$1.13M -$151K -5,849 -14%
IIC
823
Ironwood Investment Counsel
Arizona
$1.13M -$64.5K -2,491 -6%
CIP
824
Cornerstone Investment Partners
Georgia
$1.13M +$194K +7,483 +25%
SAM
825
Selway Asset Management
$1.12M +$51.8K +2,000 +6%

WFC Hedge Fund Activity: Q4 2020 in Review

1,757 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2020, worth a combined $87B — up 31% from $66.4B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new WFC positions and 109 closed out — a net gain of 166 holders — while 488 added to existing stakes and 843 trimmed.

The largest buyer was Sanders Capital, adding an estimated $947M. The largest seller was Berkshire Hathaway, cutting an estimated $1.94B.

  • 1,757 institutional investors held Wells Fargo (WFC) as of Q4 2020, up from 1,617 in Q3 2020.
  • Funds reported $87B of Wells Fargo stock for Q4 2020, up 31% quarter-over-quarter.
  • 275 funds opened new Wells Fargo positions in Q4 2020 and 109 closed out, a net change of +166 holders.
  • The largest Wells Fargo buyer in Q4 2020 was Sanders Capital, an estimated $947M added.
  • The largest Wells Fargo seller in Q4 2020 was Berkshire Hathaway, an estimated $1.94B sold.

Based on aggregated 13F filings for Q4 2020.