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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
TBA
1076
Tower Bridge Advisors
Pennsylvania
$413K
HI
1077
Hudock Inc
Pennsylvania
$412K +$271 +11 +0.1%
GIA
1078
GHP Investment Advisors
Colorado
$411K -$213K -8,651 -33%
FMBTD
1079
First Midwest Bank Trust Division
Illinois
$409K -$124K -5,019 -22%
WB
1080
Webster Bank
Connecticut
$409K -$29.6K -1,200 -6%
TFA
1081
Teamwork Financial Advisors
Texas
$407K -$244K -9,907 -36%
CB
1082
Community Bank
New York
$407K -$202K -8,215 -32%
AFA
1083
Arlington Financial Advisors
California
$407K -$22.2K -900 -5%
BOH
1084
Bank of Hawaii
Hawaii
$406K -$594K -24,084 -58%
HCM
1085
Hutner Capital Management
Vermont
$405K -$1.11M -44,860 -72%
JCM
1086
Jacobi Capital Management
Pennsylvania
$405K -$243K -9,867 -36%
FFA
1087
First Foundation Advisors
California
$405K -$59.3K -2,406 -12%
WAP
1088
Wealthcare Advisory Partners
Pennsylvania
$405K -$5.54K -225 -1%
KMWM
1089
Keudell/Morrison Wealth Management
Oregon
$403K +$12.1K +489 +3%
AC
1090
Athanor Capital
New York
$402K -$2.1M -85,035 -83%
MIAN
1091
Mariner Independent Advisor Network
Kansas
$401K -$74.6K -3,026 -15%
WA1
1092
Wimmer Associates 1
California
$401K -$36K -1,460 -8%
ISB
1093
Iowa State Bank
Iowa
$400K -$2.21M -89,494 -84%
RC
1094
RBF Capital
California
$400K -$2.18M -88,364 -84%
PFM
1095
Parsec Financial Management
North Carolina
$400K -$406K -16,475 -49%
IWM
1096
IHT Wealth Management
Illinois
$400K +$14K +568 +3%
BG
1097
Bollard Group
Massachusetts
$399K +$838 +34 +0.2%
SG
1098
StoneX Group
New York
$399K +$213K +8,628 +103%
MAFM
1099
Mid Atlantic Financial Management
Pennsylvania
$397K -$229K -9,305 -36%
CIAS
1100
Capital Investment Advisory Services
North Carolina
$397K -$40.2K -1,632 -9%

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.