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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
TWM
901
Tradition Wealth Management
Minnesota
$1.24M +$423K +11,935 +61%
CIA
902
Choate Investment Advisors
Massachusetts
$1.23M -$57.7K -1,629 -5%
PI
903
PFS Investments
Georgia
$1.21M +$1.1M +31,082 New
FMC
904
First Merchants Corp
Indiana
$1.21M +$697K +19,700 +173%
FDS
905
First Dallas Securities
Texas
$1.21M -$1.11M -31,452 -50%
UHC
906
Union Heritage Capital
Michigan
$1.21M +$1.1M +30,970 New
Point72 Asset Management
907
Point72 Asset Management
Connecticut
$1.2M +$1.09M +30,800 New
BAM
908
Belpointe Asset Management
Nevada
$1.2M -$187K -5,290 -15%
WGAM
909
Wilkinson Global Asset Management
New York
$1.2M +$1.08M +30,600 New
MCM
910
Monarch Capital Management
Indiana
$1.19M
RM
911
Resource Management
Louisiana
$1.19M +$346K +9,761 +47%
FNT
912
First National Trust
Pennsylvania
$1.19M -$620K -17,505 -37%
BCWM
913
Bartlett & Co Wealth Management
Ohio
$1.18M -$37.2K -1,050 -3%
BC
914
Bartlett & Co
Ohio
$1.18M -$37.2K -1,050 -3%
FA
915
FDx Advisors
Illinois
$1.18M +$233K +6,586 +28%
FWM
916
Frontier Wealth Management
Missouri
$1.18M -$31.3K -885 -3%
VCA
917
Verdence Capital Advisors
Maryland
$1.18M +$532K +15,014 +100%
MIM
918
Marco Investment Management
Georgia
$1.17M +$31.2K +882 +3%
NNP
919
Nachman Norwood & Parrott
South Carolina
$1.16M +$54.8K +1,548 +6%
XWM
920
Xcel Wealth Management
Florida
$1.15M +$1.05M +29,548 New
BJL
921
Brighton Jones LLC
Washington
$1.15M -$155K -4,387 -13%
VCM
922
Virtue Capital Management
Tennessee
$1.15M -$403K -11,391 -28%
FMTC
923
Farmers & Merchants Trust Company
California
$1.15M +$3.4K +96 +0.3%
SP
924
Symmetry Partners
Connecticut
$1.15M +$19K +538 +2%
FCI
925
Financial Counselors Inc
Kansas
$1.14M -$91.2K -2,577 -8%

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.