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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
CF
851
Centaurus Financial
California
$833K +$412K +16,725 +89%
ERM
852
Elm Ridge Management
New York
$831K +$871K +35,340 New
SAM
853
Selway Asset Management
$828K +$81.3K +3,300 +10%
WA
854
WP Advisors
California
$827K -$26.8K -1,088 -3%
WPC
855
White Pine Capital
Minnesota
$827K -$24K -975 -3%
VNA
856
Valley National Advisers
Pennsylvania
$826K -$47.4K -1,925 -5%
RHAM
857
Round Hill Asset Management
California
$826K +$10.4K +421 +1%
PPW
858
Parcion Private Wealth
Washington
$824K -$8.18K -332 -1%
CNBTD
859
Citizens National Bank Trust Department
Mississippi
$823K -$37K -1,500 -4%
JHCP
860
Jackson Hole Capital Partners
Oklahoma
$819K +$170K +6,917 +25%
AI
861
Accredited Investors
Minnesota
$816K +$74 +3 +0%
OFS
862
Oldfather Financial Services
Nebraska
$809K -$20.4K -827 -2%
FSCM
863
Front Street Capital Management
Montana
$807K -$95.5K -3,874 -10%
MC
864
Martin & Co
Tennessee
$805K -$76.8K -3,115 -8%
NFG
865
Next Financial Group
Texas
$794K -$36.7K -1,489 -4%
BCM
866
Boltwood Capital Management
California
$794K -$25.3K -1,025 -3%
MYLI
867
Meiji Yasuda Life Insurance
Japan
$791K -$59.6K -2,419 -7%
EF
868
Empirical Finance
Pennsylvania
$791K +$172K +6,979 +26%
OPCM
869
Osborne Partners Capital Management
California
$789K -$38.8K -1,576 -4%
AL
870
Aspiriant LLC
California
$789K +$225K +9,125 +37%
HW
871
Hancock Whitney
Mississippi
$784K -$68.6K -2,782 -8%
CFGS
872
Concourse Financial Group Securities
Alabama
$783K +$105K +4,265 +15%
AF
873
Advisornet Financial
Minnesota
$778K -$211K -8,554 -21%
TNB
874
Thomasville National Bank
Georgia
$777K -$53.1K -2,156 -6%
NHC
875
Nicholas Hoffman & Company
Georgia
$776K +$94.8K +3,845 +13%

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.