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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
BJL
876
Brighton Jones LLC
Washington
$773K -$31.8K -1,291 -4%
CIA
877
Cascade Investment Advisors
Oregon
$767K +$12.3K +500 +2%
EH
878
Equitable Holdings
New York
$766K -$163K -6,601 -17%
MCM
879
Monarch Capital Management
Indiana
$764K -$94.5K -3,836 -11%
DPIM
880
Duff & Phelps Investment Management
Illinois
$763K
Cetera Investment Advisers
881
Cetera Investment Advisers
Illinois
$759K +$63.1K +2,559 +9%
WAMC
882
Western Asset Management Company
California
$758K
SACTSONJ
883
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$757K
NIC
884
Northwest Investment Counselors
Oregon
$753K -$328K -13,324 -29%
WSFS
885
Wilmington Savings Fund Society
Delaware
$751K -$4.9M -198,885 -86%
MAWCM
886
Mine & Arao Wealth Creation & Management
California
$745K -$51.3K -2,081 -6%
Lido Advisors
887
Lido Advisors
California
$736K -$3.93M -159,412 -84%
DSC
888
Duncker Streett & Co
Missouri
$725K -$224K -9,091 -23%
FMTC
889
Farmers & Merchants Trust Company
California
$725K -$5.05K -205 -0.7%
CM
890
Columbus Macro
Pennsylvania
$721K -$209K -8,484 -22%
PA
891
PSI Advisors
Florida
$721K +$14.8K +601 +2%
RAM
892
Roanoke Asset Management
New Jersey
$719K +$49 +2 +0%
VIM
893
Vista Investment Management
Pennsylvania
$716K +$18.1K +735 +2%
CFA
894
Carroll Financial Associates
North Carolina
$712K -$129K -5,242 -15%
AWE
895
Avidian Wealth Enterprises
Texas
$712K +$58.8K +2,386 +9%
BBNA
896
Bremer Bank National Association
Minnesota
$711K -$42.1K -1,709 -5%
SC
897
Sepio Capital
Utah
$710K -$2.75M -111,643 -79%
FFBTD
898
First Financial Bank - Trust Division
Ohio
$710K -$117K -4,733 -14%
HCM
899
Hutchinson Capital Management
California
$705K -$11M -447,176 -94%
BOC
900
Barbara Oil Co
Illinois
$705K

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.