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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
HCM
1076
Highlander Capital Management
New Jersey
$755K
EAM
1077
Evanson Asset Management
California
$752K +$8.11K +229 +1%
MGIA
1078
Moneta Group Investment Advisors
Missouri
$751K +$216K +6,101 +46%
GCM
1079
Glynn Capital Management
California
$749K
Capstone Investment Advisors
1080
Capstone Investment Advisors
New York
$745K -$19.9M -562,984 -97%
FBT
1081
First Bank & Trust
South Dakota
$742K +$26.3K +744 +4%
CAG
1082
Csenge Advisory Group
Florida
$737K +$93K +2,628 +17%
CC
1083
Courier Capital
New York
$727K -$3.47K -98 -0.5%
RG
1084
Rathbones Group
United Kingdom
$726K +$18.9K +535 +3%
IAN
1085
Integrated Advisors Network
Texas
$723K +$156K +4,403 +31%
FWM
1086
Foresight Wealth Management
Utah
$721K -$21.3K -601 -3%
KMWM
1087
Keudell/Morrison Wealth Management
Oregon
$720K +$26.2K +739 +4%
AWA
1088
Arkadios Wealth Advisors
Georgia
$719K +$519K +14,667 +390%
AP
1089
Adero Partners
California
$714K +$647K +18,268 New
BWAM
1090
Boyd Watterson Asset Management
Ohio
$713K -$1.06K -30 -0.2%
SCM
1091
Sterneck Capital Management
Missouri
$712K -$36.3K -1,026 -5%
WIC
1092
Woodmont Investment Counsel
Tennessee
$711K -$93.6K -2,645 -13%
BO
1093
BRR OpCo
Ohio
$711K -$34.8K -984 -5%
ROTUOC
1094
Regents of the University of California
California
$707K
CT
1095
Cambridge Trust
Massachusetts
$701K +$3.04K +86 +0.5%
SIA
1096
Soltis Investment Advisors
Utah
$700K -$368K -10,385 -37%
SAM
1097
Sequent Asset Management
Texas
$697K -$470K -13,282 -43%
CC
1098
Chicago Capital
Illinois
$697K -$6.02K -170 -0.9%
TPMI
1099
Tilden Park Management I
New York
$696K +$630K +17,809 New
PFO
1100
Pathstone Family Office
New Jersey
$695K +$111K +3,146 +21%

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.