We are live on ! Find out more
WFC icon

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
PCM
951
Prelude Capital Management
New York
$602K -$410K -16,632 -39%
IWC
952
Integrated Wealth Concepts
Massachusetts
$601K -$42K -1,706 -6%
HAG
953
HighPoint Advisor Group
Illinois
$599K -$29.9K -1,212 -4%
RIL
954
Rothschild Investment LLC
Illinois
$598K -$73.1K -2,966 -10%
ANRIA
955
American National Registered Investment Advisor
Texas
$598K -$9.86K -400 -2%
ACM
956
AlphaCrest Capital Management
New York
$597K -$1.24M -50,434 -66%
RM
957
Resource Management
Louisiana
$596K -$5.45K -221 -0.9%
PI
958
Putnam Investments
Massachusetts
$596K +$15.3K +619 +3%
RCM
959
Radnor Capital Management
Pennsylvania
$595K -$49.3K -2,000 -7%
AIM
960
Achmea Investment Management
Netherlands
$591K +$619K +25,119 New
FMT
961
First Mercantile Trust
Tennessee
$590K +$169K +6,850 +39%
CC
962
Cadinha & Co
Hawaii
$587K -$123K -5,000 -17%
MGWM
963
Marks Group Wealth Management
Minnesota
$587K +$21.8K +885 +4%
TMAM
964
Tokio Marine Asset Management
Japan
$587K +$62.3K +2,527 +11%
HIC
965
Holderness Investments Company
North Carolina
$586K +$14.7K +597 +2%
FWM
966
Foresight Wealth Management
Utah
$581K +$112K +4,525 +22%
PFPT
967
Pinnacle Financial Partners (Tennessee)
Tennessee
$580K -$50.7K -2,058 -8%
BMO
968
Beck Mack & Oliver
New York
$577K
OAM
969
Optimal Asset Management
California
$572K +$600K +24,342 New
SCM
970
Schnieders Capital Management
California
$570K -$1.46M -59,209 -71%
CCM
971
Carlson Capital Management
Minnesota
$570K -$43.4K -1,760 -7%
SRC
972
Sage Rhino Capital
California
$568K -$597K -24,244 -50%
VCA
973
Verdence Capital Advisors
Maryland
$566K -$508K -20,627 -46%
Jones Financial Companies
974
Jones Financial Companies
Missouri
$565K -$401K -16,282 -40%
OWP
975
Obermeyer Wealth Partners
Colorado
$563K +$122K +4,966 +26%

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.