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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
NAM
801
NorthCoast Asset Management
Connecticut
$1.62M +$1.18M +33,204 +402%
MWP
802
Meridian Wealth Partners
Pennsylvania
$1.62M +$24K +678 +2%
SG
803
Swarthmore Group
Pennsylvania
$1.61M +$1.46M +41,266 New
ETI
804
Enterprise Trust & Investment
California
$1.61M -$21.2K -600 -1%
AF
805
Allworth Financial
California
$1.61M +$96.3K +2,721 +7%
SWM
806
Spire Wealth Management
Virginia
$1.6M +$1.44M +40,791 New
CIA
807
Cohen Investment Advisors
New Hampshire
$1.6M +$21.8K +617 +2%
MPIA
808
Mountain Pacific Investment Advisers
Idaho
$1.59M -$6.69K -189 -0.5%
APC
809
Aristotle Pacific Capital
California
$1.59M
DT
810
Diversified Trust
Tennessee
$1.59M -$9.42K -266 -0.7%
CAM
811
Carret Asset Management
New York
$1.58M -$25.1K -710 -2%
CS
812
Cannell & Spears
New York
$1.58M
GC
813
Gilbert & Cook
Iowa
$1.58M +$7.82K +221 +0.6%
NRS
814
Neville Rodie & Shaw
New York
$1.58M -$76.1K -2,150 -5%
CL
815
CPWM LLC
Washington
$1.57M -$50.8K -1,434 -3%
FHB
816
First Hawaiian Bank
Hawaii
$1.57M +$33.3K +940 +2%
TCOT
817
Trust Company of Toledo
Ohio
$1.56M +$149K +4,199 +12%
HBWM
818
Hollow Brook Wealth Management
New York
$1.55M +$1.4M +39,659 New
CIC
819
Carnegie Investment Counsel
Ohio
$1.54M -$11.5K -325 -0.8%
BPM
820
Bowling Portfolio Management
Ohio
$1.54M -$78.1K -2,205 -5%
TSWM
821
Triangle Securities Wealth Management
North Carolina
$1.53M +$3.54K +100 +0.3%
SCM
822
Schnieders Capital Management
California
$1.53M +$668K +18,875 +93%
PP
823
Paloma Partners
Connecticut
$1.53M -$5.62M -158,742 -80%
CAM
824
Cresset Asset Management
Illinois
$1.53M +$320K +9,053 +30%
SC
825
Sovarnum Capital
New York
$1.51M -$2.32M -65,500 -63%

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.