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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
PA
1076
Parallel Advisors
California
$523K -$162K -6,270 -27%
HCM
1077
Hutner Capital Management
Vermont
$520K
OQS
1078
Occudo Quantitative Strategies
Florida
$520K +$446K +17,231 New
JFA
1079
JNBA Financial Advisors
Minnesota
$519K +$63K +2,433 +16%
VAS
1080
Vestmark Advisory Solutions
Massachusetts
$518K -$233K -8,985 -34%
AAF
1081
Andra AP-fonden
Sweden
$516K +$443K +17,100 New
CCM
1082
Chilton Capital Management
Texas
$515K -$1.05M -40,500 -70%
PFM
1083
Parsec Financial Management
North Carolina
$513K
TI
1084
Telemetry Investments
New York
$513K +$440K +17,000 New
SCA
1085
Sippican Capital Advisors
Massachusetts
$511K -$234K -9,020 -35%
BTWM
1086
Baker Tilly Wealth Management
Wisconsin
$510K +$437K +16,886 New
LNWTC
1087
Laird Norton Wetherby Trust Company
Washington
$510K +$438K +16,934 New
LCM
1088
Logan Capital Management
Pennsylvania
$509K -$58.2K -2,249 -12%
AFP
1089
Ausdal Financial Partners
Iowa
$508K -$96.2K -3,715 -18%
HI
1090
Hudock Inc
Pennsylvania
$508K -$17.5K -676 -4%
AFS
1091
Aft Forsyth & Sober
Florida
$507K +$435K +16,800 New
NSAM
1092
North Star Asset Management
Wisconsin
$505K -$4.4K -170 -1%
MMPW
1093
Mitchell McLeod Pugh & Williams
Alabama
$504K -$68.9K -2,662 -14%
AFA
1094
Arlington Financial Advisors
California
$504K -$16.2K -625 -4%
DIM
1095
Delta Investment Management
California
$501K -$36.7K -1,416 -8%
Jones Financial Companies
1096
Jones Financial Companies
Missouri
$500K -$193K -7,465 -31%
WA1
1097
Wimmer Associates 1
California
$499K -$12.7K -492 -3%
EFS
1098
Essex Financial Services
Connecticut
$499K +$3.11K +120 +0.7%
LCP
1099
Legacy Capital Partners
Wisconsin
$497K -$136K -5,259 -24%
WB
1100
Webster Bank
Connecticut
$497K -$23.4K -903 -5%

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.