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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
BO
976
BRR OpCo
Ohio
$561K +$6.33K +257 +1%
SBIA
977
Sheaff Brock Investment Advisors
Indiana
$557K -$7.02K -285 -1%
SWM
978
Shakespeare Wealth Management
Wisconsin
$557K
SC
979
SouthState Corp
Florida
$557K +$204K +8,285 +54%
NCM
980
Neumann Capital Management
California
$556K +$3.18K +129 +0.5%
PA
981
Parallel Advisors
California
$555K -$75.9K -3,079 -12%
RIM
982
Reliant Investment Management
Tennessee
$554K -$1.94M -78,865 -77%
TAM
983
Tealwood Asset Management
Minnesota
$553K -$226K -9,173 -28%
Walleye Capital
984
Walleye Capital
New York
$551K +$375K +15,198 +185%
AIIMS
985
Analyst IMS Investment Management Services
Israel
$550K +$93.1K +3,777 +19%
MA
986
Mutual Advisors
Nebraska
$547K -$222K -9,025 -28%
ST
987
Smithfield Trust
Pennsylvania
$546K -$113K -4,572 -16%
BSW
988
Buckingham Strategic Wealth
Missouri
$543K -$1.97M -80,020 -78%
AP
989
Appleton Partners
Massachusetts
$543K -$76.3K -3,098 -12%
GT
990
Greenleaf Trust
Michigan
$541K -$17.3K -700 -3%
WAM
991
Wealthspire Advisors (Maryland)
Maryland
$541K +$31.4K +1,273 +6%
ESB
992
Essex Savings Bank
Connecticut
$541K +$73.9K +3,000 +15%
MIC
993
Meridian Investment Counsel
California
$541K +$104K +4,200 +22%
ECG
994
Edge Capital Group
Georgia
$540K +$616 +25 +0.1%
SIC
995
Salem Investment Counselors
North Carolina
$538K -$563K -22,848 -50%
IC
996
Intersect Capital
California
$537K -$128K -5,175 -18%
GLLW
997
Graves Light Lenhart Wealth
Virginia
$534K -$93.6K -3,797 -14%
CCM
998
Chiron Capital Management
Florida
$533K +$559K +22,677 New
WEC
999
Winslow Evans & Crocker
Massachusetts
$529K -$44.9K -1,820 -7%
VNIM
1000
Vaughan Nelson Investment Management
Texas
$528K

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.