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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
ICM
901
IMS Capital Management
Oregon
$704K +$2.46K +100 +0.3%
GFP
902
Gryphon Financial Partners
Ohio
$704K +$284K +11,532 +63%
IMC Chicago
903
IMC Chicago
Illinois
$701K -$2.09M -84,691 -74%
DTC
904
Davidson Trust Company
Washington
$701K -$14.5K -590 -2%
CIP
905
Cornerstone Investment Partners
Georgia
$701K +$493 +20 +0.1%
SP
906
Symmetry Partners
Connecticut
$697K +$731K +29,659 New
PK
907
Pflug Koory
Nebraska
$696K -$69K -2,800 -9%
SIA
908
Soltis Investment Advisors
Utah
$694K +$47K +1,909 +7%
PTC
909
Private Trust Company
Ohio
$693K -$285K -11,564 -28%
CCM
910
Compton Capital Management
Rhode Island
$692K -$81.7K -3,315 -10%
BB
911
Busey Bank
Illinois
$691K -$96.2K -3,902 -12%
DWA
912
Douglass Winthrop Advisors
New York
$686K -$43.6K -1,768 -6%
DBT
913
Dubuque Bank & Trust
Iowa
$686K +$65.6K +2,662 +10%
SWM
914
SeaCrest Wealth Management
New York
$683K -$131K -5,321 -15%
MIM
915
Marco Investment Management
Georgia
$682K -$83.8K -3,400 -10%
IC
916
IEQ Capital
California
$680K -$3.62K -147 -0.5%
TCOV
917
Trust Company of Vermont
Vermont
$679K -$831K -33,720 -54%
MCM
918
Mengis Capital Management
Oregon
$674K -$30.7K -1,246 -4%
MSR
919
Main Street Research
Connecticut
$667K -$200K -8,115 -22%
Fuller & Thaler Asset Management
920
Fuller & Thaler Asset Management
California
$667K +$699K +28,355 New
MIH
921
Meitav Investment House
Israel
$666K -$320K -13,000 -31%
DLG
922
Daniel L. Goodwin
$662K
RA
923
RFG Advisory
Alabama
$659K -$200K -8,133 -22%
GCP
924
GSA Capital Partners
United Kingdom
$657K +$157K +6,383 +30%
FA
925
FDx Advisors
Illinois
$654K -$879K -35,685 -56%

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.