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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
NWS
1001
Newport Wealth Strategies
California
$528K +$6.06K +246 +1%
CL
1002
Choreo LLC
Illinois
$523K -$22.5K -912 -4%
WAM
1003
Wakefield Asset Management
Colorado
$523K +$2.44K +99 +0.4%
FSA
1004
Franklin Street Advisors
North Carolina
$520K -$20.1K -817 -4%
RCAG
1005
Rehmann Capital Advisory Group
Michigan
$518K -$68.4K -2,775 -11%
QCIG
1006
Quad-Cities Investment Group
Iowa
$516K +$73K +2,964 +16%
TAM
1007
Trust Asset Management
Texas
$515K +$207K +8,410 +62%
IRC
1008
Investors Research Corp
Georgia
$512K -$8.63K -350 -2%
TI
1009
Truehand Inc
New Hampshire
$512K -$1.63K -66 -0.3%
LCP
1010
Legacy Capital Partners
Wisconsin
$511K -$550K -22,337 -51%
AC
1011
Avenir Corporation
Virginia
$506K
TIM
1012
Triad Investment Management
California
$498K
RSWM
1013
Robertson Stephens Wealth Management
California
$498K +$523K +21,222 New
ACM
1014
Alta Capital Management
Utah
$494K -$602K -24,421 -54%
DCM
1015
Donaldson Capital Management
Indiana
$494K -$237K -9,600 -31%
BM
1016
Brandywine Managers
Delaware
$494K +$518K +21,000 New
PSUF
1017
People's United Financial
Connecticut
$491K -$255K -10,335 -33%
PAS
1018
Park Avenue Securities
New York
$491K -$9.44K -383 -2%
HH
1019
Hilltop Holdings
Texas
$490K -$207K -8,398 -29%
MBT
1020
Montecito Bank & Trust
California
$490K -$34.9K -1,416 -6%
TPWA
1021
TRUE Private Wealth Advisors
Oregon
$489K -$80.7K -3,273 -14%
MMHP
1022
Murphy Middleton Hinkle & Parker
Georgia
$489K -$57.8K -2,344 -10%
EMPI
1023
Elo Mutual Pension Insurance
Finland
$484K +$508K +20,596 New
IAMOG
1024
Investors Asset Management of Georgia
Georgia
$483K +$28.3K +1,150 +6%
AFP
1025
Ausdal Financial Partners
Iowa
$483K +$131K +5,314 +35%

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.