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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
MCAI
851
Members Capital Advisors Inc
Wisconsin
$1.41M
HSA
852
Hussman Strategic Advisors
Maryland
$1.41M +$1.27M +36,000 New
AAF
853
Andra AP-fonden
Sweden
$1.4M +$666K +18,800 +110%
BSI
854
Bennett Selby Investments
Maine
$1.4M +$36.5K +1,031 +3%
AAM
855
Auxier Asset Management
Oregon
$1.4M -$47.8K -1,350 -4%
BS
856
Banco Santander
Spain
$1.4M +$378K +10,680 +43%
OFS
857
Oldfather Financial Services
Nebraska
$1.39M
QC
858
Quadrature Capital
United Kingdom
$1.38M -$2.15M -60,596 -63%
AMM
859
American Money Management
California
$1.38M
SSW
860
Smith Shellnut Wilson
Mississippi
$1.37M -$75.3K -2,127 -6%
CNBTD
861
Citizens National Bank Trust Department
Mississippi
$1.37M
Fiera Capital (Canada)
862
Fiera Capital (Canada)
Quebec, Canada
$1.37M -$1.44M -40,668 -54%
USPCM
863
Union Square Park Capital Management
New York
$1.37M +$1.24M +35,000 New
DPIM
864
Duff & Phelps Investment Management
Illinois
$1.35M
TAM
865
Trust Asset Management
Texas
$1.35M +$210K +5,926 +21%
LWAC
866
Laurel Wealth Advisors (California)
California
$1.35M +$140K +3,956 +13%
HAG
867
HighPoint Advisor Group
Illinois
$1.35M +$44.4K +1,255 +4%
CG
868
Caprock Group
Idaho
$1.34M -$92.9K -2,625 -7%
AA
869
Ancora Advisors
Ohio
$1.34M +$637K +17,983 +110%
MC
870
Martin & Co
Tennessee
$1.31M -$18.2K -513 -2%
NCM
871
Northwest Capital Management
Oregon
$1.31M -$46.7K -1,318 -4%
GT
872
Greenleaf Trust
Michigan
$1.31M +$421K +11,899 +55%
LIM
873
Leavell Investment Management
Alabama
$1.3M -$70.9K -2,004 -6%
OC
874
Oarsman Capital
Wisconsin
$1.3M +$942K +26,620 +397%
CIA
875
Citadel Investment Advisory
Ohio
$1.3M

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.