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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: 1,7561,872 (+116)

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
+116
Holders Change %
+6.61%
% 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
FHA
926
First Horizon Advisors
Tennessee
$1.14M +$199K +5,619 +24%
OAM
927
Optimal Asset Management
California
$1.14M +$597K +16,854 +137%
VNA
928
Valley National Advisers
Pennsylvania
$1.14M +$55.9K +1,579 +6%
FFN
929
Focus Financial Network
Minnesota
$1.13M -$1.11M -31,307 -52%
MIC
930
Meridian Investment Counsel
California
$1.13M +$14.9K +420 +1%
HA
931
Heartland Advisors
Wisconsin
$1.13M +$1.03M +28,965 New
FFBTD
932
First Financial Bank - Trust Division
Ohio
$1.13M -$33.6K -949 -3%
IA
933
Insight Advisors
Pennsylvania
$1.13M -$106 -3 -0%
SWM
934
SeaCrest Wealth Management
New York
$1.12M +$37.2K +1,051 +4%
SAM
935
Silvercrest Asset Management
New York
$1.12M -$203K -5,744 -17%
HI
936
HBK Investments
Texas
$1.12M +$1.01M +28,608 New
Luther King Capital Management (LKCM)
937
Luther King Capital Management (LKCM)
Texas
$1.12M +$50.9K +1,437 +5%
PK
938
Pflug Koory
Nebraska
$1.11M -$49.6K -1,400 -5%
TMAM
939
Tokio Marine Asset Management
Japan
$1.11M +$217K +6,116 +27%
CGL
940
Clarius Group LLC
Washington
$1.1M +$346K +9,776 +53%
FCBT
941
First Citizens Bank & Trust
North Carolina
$1.1M -$1.04M -29,304 -51%
SIM
942
Sentry Investment Management
Wisconsin
$1.09M -$8.27M -233,532 -89%
VIM
943
Vista Investment Management
Pennsylvania
$1.09M -$27.8K -786 -3%
DBT
944
Dubuque Bank & Trust
Iowa
$1.09M -$1.49K -42 -0.2%
CFA
945
Carroll Financial Associates
North Carolina
$1.09M -$26.2K -739 -3%
KOC
946
Koss-Olinger Consulting
Florida
$1.08M +$983K +27,760 New
CFGS
947
Concourse Financial Group Securities
Alabama
$1.08M -$151K -4,266 -13%
BBA
948
BLB&B Advisors
Pennsylvania
$1.08M -$142K -4,004 -13%
NCM
949
Northside Capital Management
Oregon
$1.08M -$32.7K -925 -3%
FCCM
950
First City Capital Management
Georgia
$1.08M +$8.36K +236 +1%

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 1,756 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.