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Wells Fargo

1,757 hedge funds and large institutions have $87B invested in Wells Fargo in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 488 increasing their positions, 843 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 109

47% more funds holding in top 10

Funds holding in top 10: 5784 (+27)

31% more capital invested

Capital invested by funds: $66.4B → $87B (+$20.6B)

13% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.15B

9% more funds holding

Funds holding: 1,6171,757 (+140)

1.1% more ownership

Funds ownership: 68.65%69.76% (+1.1%)

42% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 843

Holders
1,757
Holders Change
+140
Holders Change %
+8.66%
% of All Funds
31.09%
Holding in Top 10
84
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+47.37%
% of All Funds
1.49%
New
275
Increased
488
Reduced
843
Closed
109
Calls
$3.56B
Puts
$3.15B
Net Calls
+$415M
Net Calls Change
+$494M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
1026
Cary Street Partners Investment Advisory
Virginia
$606K +$434K +16,760 +503%
BOC
1027
Barbara Oil Co
Illinois
$604K -$259K -10,000 -33%
HA
1028
Harbor Advisors
Florida
$604K
MFP
1029
Michael F. Price
$604K +$518K +20,000 New
MHS
1030
M Holdings Securities
Oregon
$603K -$481K -18,569 -48%
RCAG
1031
Rehmann Capital Advisory Group
Michigan
$599K -$57.1K -2,206 -10%
ST
1032
Smithfield Trust
Pennsylvania
$598K -$88.1K -3,402 -15%
MAM
1033
Meeder Asset Management
Ohio
$598K +$96.5K +3,729 +23%
IRC
1034
Investors Research Corp
Georgia
$597K -$51.7K -1,997 -9%
TWM
1035
Tradition Wealth Management
Minnesota
$594K +$510K +19,694 New
PSUF
1036
People's United Financial
Connecticut
$592K -$33K -1,275 -6%
ESB
1037
Essex Savings Bank
Connecticut
$591K -$89.5K -3,459 -15%
Lazard Asset Management
1038
Lazard Asset Management
New York
$590K
CAAS
1039
Capital Asset Advisory Services
Michigan
$589K +$75.6K +2,921 +18%
TI
1040
Tidal Investments
Wisconsin
$589K +$505K +19,515 New
EAM
1041
Erste Asset Management
Austria
$587K +$332K +12,828 +186%
SC
1042
SouthState Corp
Florida
$585K -$111K -4,289 -18%
MMHP
1043
Murphy Middleton Hinkle & Parker
Georgia
$585K -$36.8K -1,420 -7%
HCM
1044
Highlander Capital Management
New Jersey
$584K -$1.29K -50 -0.3%
SCM
1045
Sterneck Capital Management
Missouri
$581K -$583K -22,525 -54%
BO
1046
BRR OpCo
Ohio
$579K -$121K -4,664 -20%
GCM
1047
Glynn Capital Management
California
$578K
FWM
1048
Foresight Wealth Management
Utah
$575K -$146K -5,646 -23%
GCP
1049
GSA Capital Partners
United Kingdom
$574K -$231K -8,927 -32%
EAM
1050
Evanson Asset Management
California
$574K +$29.6K +1,142 +6%

WFC Hedge Fund Activity: Q4 2020 in Review

1,757 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2020, worth a combined $87B — up 31% from $66.4B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new WFC positions and 109 closed out — a net gain of 166 holders — while 488 added to existing stakes and 843 trimmed.

The largest buyer was Sanders Capital, adding an estimated $947M. The largest seller was Berkshire Hathaway, cutting an estimated $1.94B.

  • 1,757 institutional investors held Wells Fargo (WFC) as of Q4 2020, up from 1,617 in Q3 2020.
  • Funds reported $87B of Wells Fargo stock for Q4 2020, up 31% quarter-over-quarter.
  • 275 funds opened new Wells Fargo positions in Q4 2020 and 109 closed out, a net change of +166 holders.
  • The largest Wells Fargo buyer in Q4 2020 was Sanders Capital, an estimated $947M added.
  • The largest Wells Fargo seller in Q4 2020 was Berkshire Hathaway, an estimated $1.94B sold.

Based on aggregated 13F filings for Q4 2020.