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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
JCM
1101
Jacobi Capital Management
Pennsylvania
$496K -$20K -771 -4%
SG
1102
StoneX Group
New York
$496K -$13.9K -537 -3%
LA
1103
Latitude Advisors
Florida
$495K +$424K +16,397 New
HIA
1104
Harbor Investment Advisory
Maryland
$492K -$34K -1,313 -7%
AA
1105
Ancora Advisors
Ohio
$491K -$86.7K -3,350 -17%
BA
1106
Bristlecone Advisors
Washington
$490K +$92.2K +3,560 +28%
DA
1107
Doliver Advisors
Texas
$489K +$647 +25 +0.2%
PCA
1108
Personal Capital Advisors
California
$488K +$96K +3,709 +30%
BIA
1109
Biondo Investment Advisors
Pennsylvania
$488K +$418K +16,165 New
CFG
1110
Cooper Financial Group
California
$488K +$419K +16,166 New
SIAG
1111
Signet Investment Advisory Group
Rhode Island
$486K +$417K +16,110 New
ZIC
1112
ZWJ Investment Counsel
Georgia
$484K +$136K +5,272 +49%
DTL
1113
Dynamic Technology Lab
Singapore
$483K -$1.33M -51,234 -76%
ICM
1114
Islay Capital Management
Texas
$483K -$97.3K -3,757 -19%
TAM
1115
Troy Asset Management
United Kingdom
$483K
FMBTD
1116
First Midwest Bank Trust Division
Illinois
$479K -$39.7K -1,532 -9%
EW
1117
Element Wealth
Mississippi
$479K +$414 +16 +0.1%
LJAC
1118
L.J. Altfest & Co
New York
$478K +$38K +1,466 +10%
NIM
1119
Nexus Investment Management
Ontario, Canada
$477K -$2.59K -100 -0.6%
SCM
1120
Southport Capital Management
Tennessee
$477K +$24.6K +950 +6%
CG
1121
Colony Group
Massachusetts
$476K -$1.91M -73,659 -82%
BHBT
1122
Burke & Herbert Bank & Trust
Virginia
$476K -$62.3K -2,407 -13%
IWA
1123
IVC Wealth Advisors
Pennsylvania
$476K +$408K +15,779 New
FFA
1124
First Foundation Advisors
California
$474K -$39.8K -1,536 -9%
GIA
1125
GHP Investment Advisors
Colorado
$472K -$47.7K -1,842 -11%

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.