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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
XS
1051
XR Securities
Illinois
$811K +$322K +9,088 +78%
AWMT
1052
AAFMAA Wealth Management & Trust
North Carolina
$810K -$3.9M -110,159 -84%
JGGDR
1053
JGP Global Gestao de Recursos
Brazil
$810K +$734K +20,744 New
DWA
1054
Douglass Winthrop Advisors
New York
$809K
IRC
1055
Investors Research Corp
Georgia
$806K +$29.7K +838 +4%
ZIC
1056
ZWJ Investment Counsel
Georgia
$803K +$160K +4,516 +28%
CRWM
1057
Castle Rock Wealth Management
California
$803K +$215K +6,063 +48%
SIA
1058
SkyView Investment Advisors
New Jersey
$800K +$7.58K +214 +1%
RCAG
1059
Rehmann Capital Advisory Group
Michigan
$799K +$15.2K +429 +2%
PA
1060
Parallel Advisors
California
$791K +$104K +2,928 +17%
Kovitz Investment Group Partners
1061
Kovitz Investment Group Partners
Illinois
$790K -$1.18M -33,430 -62%
SM
1062
Salzhauer Michael
$788K +$250K +7,067 +54%
IC
1063
Intersect Capital
California
$786K -$4.35K -123 -0.6%
FSA
1064
Franklin Street Advisors
North Carolina
$785K
SIC
1065
Salem Investment Counselors
North Carolina
$784K +$200K +5,646 +39%
BOC
1066
Barbara Oil Co
Illinois
$781K
HA
1067
Harbor Advisors
Florida
$781K
LCM
1068
Logan Capital Management
Pennsylvania
$781K +$111K +3,123 +19%
HIMC
1069
Heritage Investors Management Corp
Maryland
$777K -$494K -13,945 -41%
BOTW
1070
Bank of the West
California
$774K -$80.8K -2,282 -10%
HCM
1071
Hodges Capital Management
Texas
$770K -$928K -26,226 -57%
MMHP
1072
Murphy Middleton Hinkle & Parker
Georgia
$760K +$2.37K +67 +0.3%
P
1073
Pitcairn
Pennsylvania
$759K +$446K +12,612 +185%
ST
1074
Smithfield Trust
Pennsylvania
$758K -$14.9K -420 -2%
BPA
1075
Beacon Pointe Advisors
California
$755K -$419K -11,848 -38%

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.