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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
CRC
1026
Curi RMB Capital
Illinois
$481K -$134K -5,437 -21%
WWM
1027
Western Wealth Management
Colorado
$476K +$26.3K +1,068 +6%
ADL
1028
Asset Dedication LLC
California
$476K +$136K +5,511 +38%
FRA
1029
Front Row Advisors
California
$474K -$8.77K -356 -2%
IAN
1030
Integrated Advisors Network
Texas
$471K -$1.08M -43,866 -69%
TCBWMS
1031
Texas Capital Bank Wealth Management Services
Texas
$471K +$494K +20,052 New
PAWC
1032
P.A.W. Capital
Connecticut
$470K -$86.3K -3,500 -15%
HA
1033
Harbor Advisors
Florida
$470K
JWM
1034
Jeppson Wealth Management
California
$470K +$493K +20,003 New
CT
1035
Cambridge Trust
Massachusetts
$467K +$56.7K +2,300 +13%
ICM
1036
Islay Capital Management
Texas
$465K -$144K -5,824 -23%
ACI
1037
Alpha Cubed Investments
California
$464K -$64.8K -2,628 -12%
Fisher Asset Management
1038
Fisher Asset Management
Washington
$462K -$207K -8,420 -30%
AA
1039
Ancora Advisors
Ohio
$462K -$22K -892 -4%
IAIM
1040
International Assets Investment Management
Florida
$461K -$642K -26,045 -37%
FBT
1041
First Bank & Trust
South Dakota
$461K -$3.62K -147 -0.7%
Lazard Asset Management
1042
Lazard Asset Management
New York
$460K +$174K +7,073 +57%
NICM
1043
Neo Ivy Capital Management
New York
$457K -$193K -7,821 -29%
HCM
1044
Highlander Capital Management
New Jersey
$456K
MMPW
1045
Mitchell McLeod Pugh & Williams
Alabama
$455K +$1.08K +44 +0.2%
HS
1046
Haafor (Singapore)
Singapore
$454K +$475K +19,259 New
PCM
1047
Parsons Capital Management
Rhode Island
$453K -$91.4K -3,708 -16%
WAM
1048
Weatherly Asset Management
California
$453K -$19.7K -799 -4%
GCM
1049
Glynn Capital Management
California
$451K
MA
1050
Montag & Associates
Georgia
$450K -$171K -6,950 -27%

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.