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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
NSAM
1101
North Star Asset Management
Wisconsin
$397K +$493 +20 +0.1%
HSA
1102
HBK Sorce Advisory
Pennsylvania
$391K +$8.85K +359 +2%
MMA
1103
Miracle Mile Advisors
California
$390K -$3.12M -126,407 -88%
CAAS
1104
Capital Asset Advisory Services
Michigan
$390K -$22.5K -913 -5%
EAM
1105
Eagle Asset Management
Florida
$387K -$2.86M -116,109 -87%
EFS
1106
Essex Financial Services
Connecticut
$386K -$15.2K -616 -4%
DA
1107
Doliver Advisors
Texas
$380K +$8.38K +340 +2%
CCM
1108
Coldstream Capital Management
Washington
$379K -$79.4K -3,221 -17%
MAM
1109
Meeder Asset Management
Ohio
$378K -$1.48M -60,160 -79%
AC
1110
Abbrea Capital
California
$378K -$193K -7,821 -33%
VHAM
1111
Van Hulzen Asset Management
California
$378K -$43K -1,743 -10%
NIM
1112
Nexus Investment Management
Ontario, Canada
$378K
MFG
1113
Magnus Financial Group
New York
$378K +$126K +5,126 +47%
TFO
1114
Tarbox Family Office
California
$377K +$1.18K +48 +0.3%
CGL
1115
Clarius Group LLC
Washington
$376K -$307K -12,450 -44%
NSIM
1116
North Star Investment Management
Illinois
$376K
TAM
1117
Troy Asset Management
United Kingdom
$376K
JJ
1118
JDC-JSC
New York
$376K +$108K +4,400 +38%
FNBT
1119
FineMark National Bank & Trust
Florida
$373K -$132K -5,353 -25%
EW
1120
Element Wealth
Mississippi
$373K +$78.1K +3,168 +25%
FCFC
1121
First Citizens Financial Corp
Iowa
$372K +$20.3K +825 +6%
WANY
1122
Wealthspire Advisors (New York)
New York
$368K -$159K -6,465 -29%
CT
1123
Caldwell Trust
Florida
$367K -$278K -11,262 -42%
MRCM
1124
M&R Capital Management
New Jersey
$366K -$104K -4,224 -21%
DAS
1125
Dynamic Advisor Solutions
Arizona
$365K +$91.5K +3,713 +31%

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.