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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
OCM
826
One Capital Management
California
$1.5M +$8.67K +245 +0.6%
CIP
827
Cornerstone Investment Partners
Georgia
$1.49M +$32.6K +920 +2%
MIM
828
Miller Investment Management
Pennsylvania
$1.49M
EM
829
Excalibur Management
Massachusetts
$1.49M +$1.06K +30 +0.1%
FMT
830
First Mercantile Trust
Tennessee
$1.48M +$392K +11,063 +41%
CMTU
831
Capital Markets Trading (UK)
United Kingdom
$1.48M +$1.34M +37,873 New
HCP
832
Holt Capital Partners
Texas
$1.46M
SAM
833
Selway Asset Management
$1.46M +$7.08K +200 +0.5%
NHC
834
Nicholas Hoffman & Company
Georgia
$1.46M +$33.2K +938 +3%
PCAP
835
Pratt Collard Advisory Partners
New York
$1.45M +$44.3K +1,250 +3%
CA
836
Cullinan Associates
Kentucky
$1.45M +$4.92K +139 +0.4%
WT
837
Washington Trust
Rhode Island
$1.44M +$69.3K +1,957 +6%
SC
838
Sepio Capital
Utah
$1.44M -$360K -10,167 -22%
SWA
839
Stratos Wealth Advisors
Ohio
$1.43M +$858K +24,237 +195%
OSAM
840
O'Shaughnessy Asset Management
Connecticut
$1.43M +$226K +6,375 +21%
HTC
841
Haverford Trust Company
Pennsylvania
$1.43M -$247K -6,969 -16%
OPS
842
Orion Portfolio Solutions
Nebraska
$1.43M -$42.3K -1,196 -3%
VPIM
843
Vanguard Personalized Indexing Management
California
$1.42M +$799K +22,556 +162%
LNC
844
Lincoln National Corp
Pennsylvania
$1.42M -$84.2K -2,379 -6%
MAM
845
Marotta Asset Management
Virginia
$1.42M -$7.08K -200 -0.6%
MFW
846
Meristem Family Wealth
Minnesota
$1.42M
AWE
847
Avidian Wealth Enterprises
Texas
$1.42M +$32.7K +925 +3%
JHCP
848
Jackson Hole Capital Partners
Oklahoma
$1.42M +$43.9K +1,239 +4%
4WM
849
44 Wealth Management
Oregon
$1.41M +$157K +4,422 +14%
HW
850
Hancock Whitney
Mississippi
$1.41M -$34.5K -974 -3%

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.