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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
CIAS
976
Capital Investment Advisory Services
North Carolina
$1.01M +$241K +6,821 +36%
DLG
977
Daniel L. Goodwin
$1M
FAM
978
Fulcrum Asset Management
United Kingdom
$1M
Lazard Asset Management
979
Lazard Asset Management
New York
$1M +$216K +6,099 +31%
NB
980
Nicolet Bankshares
Wisconsin
$998K
CF
981
Centaurus Financial
California
$994K -$339K -9,565 -27%
ANRIA
982
American National Registered Investment Advisor
Texas
$994K
CA
983
Cumberland Advisors
Florida
$992K +$106K +3,000 +13%
PWLP
984
Prio Wealth Limited Partnership
Massachusetts
$990K -$273K -7,709 -23%
HCM
985
Hutchinson Capital Management
California
$989K -$4.18K -118 -0.5%
PTC
986
Private Trust Company
Ohio
$987K -$42.4K -1,198 -5%
VAS
987
Vestmark Advisory Solutions
Massachusetts
$987K +$287K +8,113 +47%
SBIA
988
Sheaff Brock Investment Advisors
Indiana
$983K +$49.5K +1,398 +6%
BCM
989
Boltwood Capital Management
California
$981K -$176K -4,980 -17%
AIM
990
Achmea Investment Management
Netherlands
$981K
GC
991
Gruss & Co
Florida
$977K -$531K -15,000 -38%
CC
992
Cadinha & Co
Hawaii
$976K
GRP
993
Global Retirement Partners
California
$974K -$35.8K -1,010 -4%
CBT
994
CoreFirst Bank & Trust
Kansas
$972K -$18.8K -530 -2%
TCM
995
Telos Capital Management
California
$971K -$1.38K -39 -0.2%
TAM
996
Tealwood Asset Management
Minnesota
$959K
EW
997
Evoke Wealth
California
$955K -$69.2K -1,956 -7%
WTB
998
Washington Trust Bank
Washington
$955K -$28.9K -817 -3%
CIP
999
Convergence Investment Partners
Florida
$955K +$19.5K +552 +2%
SEC
1000
Seven Eight Capital
New York
$954K

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.