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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
WAM
1026
Wakefield Asset Management
Colorado
$873K -$29.2K -824 -4%
AL
1027
Aspiriant LLC
California
$868K +$35 +1 +0%
PAS
1028
Park Avenue Securities
New York
$866K +$71.5K +2,019 +10%
AP
1029
Appleton Partners
Massachusetts
$865K -$36.8K -1,040 -4%
GGS
1030
Galvin Gaustad & Stein
Arizona
$863K +$2.12K +60 +0.3%
PFPT
1031
Pinnacle Financial Partners (Tennessee)
Tennessee
$861K -$6.16K -174 -0.7%
ALAM
1032
Asahi Life Asset Management
Japan
$857K -$208K -5,880 -21%
CCM
1033
Carlson Capital Management
Minnesota
$853K -$26.1K -738 -3%
CAAS
1034
Capital Asset Advisory Services
Michigan
$853K +$81.7K +2,307 +12%
SRC
1035
Sage Rhino Capital
California
$851K +$3.75K +106 +0.5%
TI
1036
Truehand Inc
New Hampshire
$850K
NCM
1037
Narwhal Capital Management
Georgia
$847K +$266K +7,508 +53%
NFG
1038
Next Financial Group
Texas
$846K -$49.5K -1,399 -6%
Jones Financial Companies
1039
Jones Financial Companies
Missouri
$846K +$181K +5,107 +31%
IAMOG
1040
Investors Asset Management of Georgia
Georgia
$844K +$143K +4,050 +23%
LWANC
1041
Laurel Wealth Advisors (North Carolina)
North Carolina
$841K -$116K -3,280 -13%
PFSC
1042
Peoples Financial Services Corp
Pennsylvania
$839K -$21.2K -600 -3%
IWM
1043
IHT Wealth Management
Illinois
$836K +$235K +6,652 +45%
ACS
1044
Archford Capital Strategies
Illinois
$832K -$1.22M -34,407 -64%
ICG
1045
InterOcean Capital Group
Tennessee
$832K -$94.9K -2,682 -11%
GIM
1046
Greylin Investment Management
Virginia
$830K -$9.73K -275 -1%
EH
1047
Equitable Holdings
New York
$826K +$283K +7,990 +61%
BB
1048
Busey Bank
Illinois
$818K +$2.76K +78 +0.4%
MHS
1049
M Holdings Securities
Oregon
$817K +$33.7K +951 +5%
PWPS
1050
Pinnacle Wealth Planning Services
Ohio
$814K +$109K +3,078 +17%

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.