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Wells Fargo

1,757 hedge funds and large institutions have $87B invested in Wells Fargo in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 488 increasing their positions, 843 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 109

47% more funds holding in top 10

Funds holding in top 10: 5784 (+27)

31% more capital invested

Capital invested by funds: $66.4B → $87B (+$20.6B)

13% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.15B

9% more funds holding

Funds holding: 1,6171,757 (+140)

1.1% more ownership

Funds ownership: 68.65%69.76% (+1.1%)

42% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 843

Holders
1,757
Holders Change
+140
Holders Change %
+8.66%
% of All Funds
31.09%
Holding in Top 10
84
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+47.37%
% of All Funds
1.49%
New
275
Increased
488
Reduced
843
Closed
109
Calls
$3.56B
Puts
$3.15B
Net Calls
+$415M
Net Calls Change
+$494M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
926
Mengis Capital Management
Oregon
$830K -$30K -1,158 -4%
VNA
927
Valley National Advisers
Pennsylvania
$829K -$198K -7,667 -22%
MSR
928
Main Street Research
Connecticut
$826K -$25.9K -1,000 -4%
RWA
929
Redhawk Wealth Advisors
Minnesota
$822K +$40.4K +1,562 +6%
Luther King Capital Management (LKCM)
930
Luther King Capital Management (LKCM)
Texas
$820K -$491K -18,969 -41%
IMA
931
Investment Management Associates
Colorado
$814K +$698K +26,955 New
FMT
932
First Mercantile Trust
Tennessee
$813K +$66.3K +2,562 +11%
CCM
933
Compton Capital Management
Rhode Island
$811K -$66K -2,550 -9%
CPIG
934
Chicago Partners Investment Group
Illinois
$808K +$129K +4,971 +24%
BOM
935
Bank of Marin
California
$807K +$692K +26,744 New
CAS
936
Coppell Advisory Solutions
Texas
$804K +$689K +26,633 New
GFP
937
Gryphon Financial Partners
Ohio
$799K -$88.5K -3,420 -11%
PTC
938
Private Trust Company
Ohio
$799K -$78.1K -3,016 -10%
EW
939
Evoke Wealth
California
$797K +$338K +13,044 +98%
RPC
940
Rossmore Private Capital
Connecticut
$795K -$592K -22,877 -46%
IFWM
941
Institute for Wealth Management
Colorado
$790K -$246K -9,512 -27%
PA
942
PSI Advisors
Florida
$786K -$120K -4,630 -15%
GRP
943
Global Retirement Partners
California
$783K -$1.68M -65,019 -71%
RC
944
RegentAtlantic Capital
New Jersey
$777K -$260K -10,036 -28%
DLG
945
Daniel L. Goodwin
$775K -$62.1K -2,400 -9%
MA
946
Montag & Associates
Georgia
$772K +$166K +6,423 +34%
AW
947
ACG Wealth
Georgia
$771K -$27.6K -1,065 -4%
NB
948
Nicolet Bankshares
Wisconsin
$771K -$8.8K -340 -1%
NEWAS
949
N.E.W. Advisory Services
Wisconsin
$770K -$33.5K -1,293 -5%
ANRIA
950
American National Registered Investment Advisor
Texas
$768K

WFC Hedge Fund Activity: Q4 2020 in Review

1,757 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2020, worth a combined $87B — up 31% from $66.4B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new WFC positions and 109 closed out — a net gain of 166 holders — while 488 added to existing stakes and 843 trimmed.

The largest buyer was Sanders Capital, adding an estimated $947M. The largest seller was Berkshire Hathaway, cutting an estimated $1.94B.

  • 1,757 institutional investors held Wells Fargo (WFC) as of Q4 2020, up from 1,617 in Q3 2020.
  • Funds reported $87B of Wells Fargo stock for Q4 2020, up 31% quarter-over-quarter.
  • 275 funds opened new Wells Fargo positions in Q4 2020 and 109 closed out, a net change of +166 holders.
  • The largest Wells Fargo buyer in Q4 2020 was Sanders Capital, an estimated $947M added.
  • The largest Wells Fargo seller in Q4 2020 was Berkshire Hathaway, an estimated $1.94B sold.

Based on aggregated 13F filings for Q4 2020.