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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
AAM
826
Auxier Asset Management
Oregon
$1.12M +$42.1K +1,625 +5%
HW
827
Hancock Whitney
Mississippi
$1.12M +$96K +3,710 +11%
SCM
828
Stevens Capital Management
Pennsylvania
$1.12M +$958K +36,996 New
LOAME
829
Lombard Odier Asset Management (Europe)
United Kingdom
$1.12M
CG
830
Caprock Group
Idaho
$1.11M -$25.4K -983 -3%
CA
831
Cullinan Associates
Kentucky
$1.11M -$12.9K -500 -1%
HIIFS
832
Harel Insurance Investments & Financial Services
Israel
$1.11M +$621 +24 +0.2%
CSM
833
CAMG Solamere Management
North Carolina
$1.1M
WA
834
WP Advisors
California
$1.1M +$32.9K +1,269 +4%
BWCS
835
Beirne Wealth Consulting Services
Connecticut
$1.1M -$1.32K -51 -0.1%
NHC
836
Nicholas Hoffman & Company
Georgia
$1.1M +$86.2K +3,329 +10%
MFW
837
Meristem Family Wealth
Minnesota
$1.09M
MCAI
838
Members Capital Advisors Inc
Wisconsin
$1.09M
MAM
839
Marotta Asset Management
Virginia
$1.09M -$12.1K -468 -1%
BAM
840
Belpointe Asset Management
Nevada
$1.08M -$243K -9,383 -21%
TCOT
841
Trust Company of Toledo
Ohio
$1.08M -$52.4K -2,025 -5%
PCAP
842
Pratt Collard Advisory Partners
New York
$1.08M -$31.7K -1,225 -3%
WHG
843
Westwood Holdings Group
Texas
$1.08M -$57.6M -2,224,937 -98%
PAM
844
Peak Asset Management
Colorado
$1.08M -$628K -24,243 -40%
LIM
845
Leavell Investment Management
Alabama
$1.07M -$47.9K -1,852 -5%
HAG
846
HighPoint Advisor Group
Illinois
$1.07M +$136K +5,236 +20%
AWE
847
Avidian Wealth Enterprises
Texas
$1.06M +$129K +4,991 +16%
AMM
848
American Money Management
California
$1.06M -$34.9K -1,350 -4%
CNBTD
849
Citizens National Bank Trust Department
Mississippi
$1.06M +$4.53K +175 +0.5%
CF
850
Centaurus Financial
California
$1.06M -$11.2K -431 -1%

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.