We are live on ! Find out more
WFC icon

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
Principal Financial Group
76
Principal Financial Group
Iowa
$190M -$19.8M -559,238 -10%
Capital International Investors
77
Capital International Investors
California
$190M -$79.8M -2,253,782 -32%
Balyasny Asset Management
78
Balyasny Asset Management
Illinois
$190M +$172M +4,853,470 New
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$189M +$8.64M +244,100 +5%
UBS Group
80
UBS Group
Switzerland
$185M -$13.1M -368,892 -7%
YAM
81
Yacktman Asset Management
Texas
$180M +$1.87M +52,809 +1%
MAMU
82
Marathon Asset Management (UK)
United Kingdom
$178M -$12.4M -349,202 -7%
Parallax Volatility Advisers
83
Parallax Volatility Advisers
California
$172M +$96.7M +2,730,494 +164%
MPI
84
Mairs & Power Inc
Minnesota
$167M -$8.05M -227,409 -5%
ECU
85
Egerton Capital (UK)
United Kingdom
$166M +$150M +4,249,601 New
CIBC World Market
86
CIBC World Market
Ontario, Canada
$161M +$15.1M +427,502 +12%
VanEck Associates
87
VanEck Associates
New York
$159M +$3.11M +87,849 +2%
MG
88
Magnolia Group
Nebraska
$159M -$100M -2,838,596 -41%
MIP
89
Mondrian Investment Partners
United Kingdom
$156M +$50.7M +1,433,421 +71%
HP
90
Hosking Partners
United Kingdom
$150M -$5.21M -147,300 -4%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$146M -$5.17M -145,911 -4%
Neuberger Berman Group
92
Neuberger Berman Group
New York
$145M +$122M +3,455,381 +1,286%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$145M -$3.39M -95,862 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
94
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$144M -$9.17M -259,049 -7%
SO
95
STRS Ohio
Ohio
$140M -$402K -11,358 -0.3%
KP
96
Kiltearn Partners
United Kingdom
$137M +$188K +5,300 +0.2%
PC
97
PointState Capital
New York
$128M +$95.3M +2,691,005 +460%
KBC Group
98
KBC Group
Belgium
$125M +$79.2M +2,236,038 +231%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$123M -$6.74M -190,516 -6%
AC
100
Alleghany Corporation
New York
$123M +$111M +3,138,605 New

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.