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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
GJIC
1126
Gamble Jones Investment Counsel
California
$364K -$59.4K -2,411 -13%
NIM
1127
Northeast Investment Management
Massachusetts
$364K +$150K +6,105 +65%
BC
1128
Burney Company
Virginia
$363K -$75.9K -3,080 -17%
NPA
1129
Nichols & Pratt Advisers
Massachusetts
$363K -$19.7K -800 -5%
VFM
1130
Vivid Financial Management
California
$363K +$25 +1 +0%
SAM
1131
Summit Asset Management
Tennessee
$360K +$46.6K +1,892 +14%
IFG
1132
Investors Financial Group
Minnesota
$358K -$130K -5,263 -26%
HWA
1133
HCR Wealth Advisors
California
$357K -$24.6K -1,000 -6%
NERM
1134
New England Research & Management
Illinois
$356K -$38.2K -1,550 -9%
S
1135
SignatureFD
Georgia
$354K -$175K -7,119 -32%
RI
1136
Ridgewood Investments
New Jersey
$354K -$44.1K -1,788 -11%
KFC
1137
Klingenstein Fields & Co
New York
$353K -$104K -4,200 -22%
VDI
1138
Vaughan David Investments
Illinois
$353K -$14.8K -600 -4%
AIA
1139
AIMZ Investment Advisors
California
$351K
SCM
1140
Southport Capital Management
Tennessee
$349K +$79.7K +3,233 +28%
PFS
1141
Prospera Financial Services
Texas
$348K -$4.27M -173,074 -92%
JFA
1142
JNBA Financial Advisors
Minnesota
$347K +$7.39K +300 +2%
CPO
1143
Cerity Partners OCIO
New York
$346K -$1.61M -65,369 -82%
LD
1144
Lipe & Dalton
New York
$345K
MFG
1145
Menard Financial Group
Texas
$344K -$88.9K -3,607 -20%
KPW
1146
Kore Private Wealth
New York
$344K +$271 +11 +0.1%
CWM
1147
Cornerstone Wealth Management
Missouri
$342K -$59.5K -2,413 -14%
RAM
1148
Redmond Asset Management
Virginia
$341K -$163K -6,599 -31%
BMC
1149
Beaton Management Company
Massachusetts
$341K +$46.8K +1,900 +15%
HCP
1150
Hexagon Capital Partners
Arkansas
$341K +$384K +15,573 New

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.