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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
LIM
826
Leavell Investment Management
Alabama
$875K -$120K -4,887 -12%
PCAP
827
Pratt Collard Advisory Partners
New York
$870K -$85.3K -3,460 -9%
GIA
828
Gateway Investment Advisers
Ohio
$869K -$175K -7,091 -16%
CIA
829
Choate Investment Advisors
Massachusetts
$867K -$90.8K -3,683 -9%
AMM
830
American Money Management
California
$861K -$23.2K -942 -3%
NCM
831
Northwest Capital Management
Oregon
$861K
WT
832
Washington Trust
Rhode Island
$858K -$479K -19,441 -35%
CSM
833
CAMG Solamere Management
North Carolina
$858K
MAM
834
Marotta Asset Management
Virginia
$856K
BWCS
835
Beirne Wealth Consulting Services
Connecticut
$855K +$896K +36,362 New
SDWIA
836
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$853K +$9.88K +401 +1%
MFW
837
Meristem Family Wealth
Minnesota
$851K -$37K -1,500 -4%
LNC
838
Lincoln National Corp
Pennsylvania
$851K -$18K -730 -2%
MCAI
839
Members Capital Advisors Inc
Wisconsin
$849K +$890K +36,100 New
BC
840
Bartlett & Co
Ohio
$844K -$214K -8,700 -20%
SC
841
Sawyer & Company
Massachusetts
$844K -$56.7K -2,300 -6%
BCWM
842
Bartlett & Co Wealth Management
Ohio
$844K -$214K -8,700 -20%
LWAC
843
Laurel Wealth Advisors (California)
California
$843K -$140K -5,664 -14%
BPA
844
Beacon Pointe Advisors
California
$843K +$16K +651 +2%
RC
845
RegentAtlantic Capital
New Jersey
$840K -$3.08K -125 -0.3%
IFWM
846
Institute for Wealth Management
Colorado
$839K +$625K +25,366 +246%
AAM
847
Auxier Asset Management
Oregon
$836K +$20.3K +825 +2%
RIA
848
Realta Investment Advisors
Delaware
$836K +$26.8K +1,088 +3%
AWM
849
Altium Wealth Management
New York
$835K +$154K +6,250 +21%
GT
850
Glenview Trust
Kentucky
$834K -$524K -21,276 -37%

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.