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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: 1,7571,872 (+115)

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
+115
Holders Change %
+6.55%
% 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
AF
876
Advisornet Financial
Minnesota
$1.3M +$14.3K +404 +1%
FFS
877
Founders Financial Securities
Maryland
$1.29M +$331K +9,362 +40%
GC
878
Grimes & Company
Massachusetts
$1.29M +$307K +8,675 +36%
LF
879
Lee Financial
Texas
$1.29M +$1.14M +32,185 +4,291%
SLAM
880
Swiss Life Asset Management
$1.29M +$1.17M +32,935 New
MIAN
881
Mariner Independent Advisor Network
Kansas
$1.28M -$42.6K -1,204 -4%
WTC
882
WhitTier Trust Company
Nevada
$1.28M -$8.74K -247 -0.7%
MAWCM
883
Mine & Arao Wealth Creation & Management
California
$1.28M -$48.4K -1,368 -4%
UB
884
UMB Bank
Missouri
$1.28M -$416K -11,755 -26%
RSVP
885
Ramsay Stattman Vela & Price
Colorado
$1.27M -$15.9K -450 -1%
CSM
886
CAMG Solamere Management
North Carolina
$1.27M -$139K -3,915 -11%
SC
887
Sawyer & Company
Massachusetts
$1.27M -$6.2K -175 -0.5%
FTDI
888
First Trust Direct Indexing
Massachusetts
$1.26M +$19.1K +540 +2%
H
889
HoyleCohen
California
$1.26M +$56.6K +1,599 +5%
JWCA
890
J.W. Cole Advisors
Florida
$1.26M +$272K +7,691 +31%
SACTSONJ
891
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.26M
FSCM
892
Front Street Capital Management
Montana
$1.25M -$54.3K -1,535 -5%
SSI
893
Scott & Selber Inc
Texas
$1.25M +$1.14M +32,111 New
CPIG
894
Chicago Partners Investment Group
Illinois
$1.25M +$108K +3,037 +12%
RL
895
Ruffer LLP
United Kingdom
$1.25M -$354K -10,000 -24%
EF
896
Empirical Finance
Pennsylvania
$1.25M
IIC
897
Ironwood Investment Counsel
Arizona
$1.24M -$198K -5,590 -15%
1SB
898
1ST Source Bank
Indiana
$1.24M -$37K -1,044 -3%
OAM
899
Occidental Asset Management
California
$1.24M +$855K +24,145 +318%
WPC
900
White Pine Capital
Minnesota
$1.24M +$20.4K +575 +2%

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 1,757 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.