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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
CAG
1126
Csenge Advisory Group
Florida
$470K +$403K +15,569 New
MMA
1127
Miracle Mile Advisors
California
$469K -$26.8K -1,036 -6%
RAM
1128
Redmond Asset Management
Virginia
$469K +$27.5K +1,064 +7%
HCP
1129
Hexagon Capital Partners
Arkansas
$468K -$1.19K -46 -0.3%
PCA
1130
Providence Capital Advisors
North Carolina
$468K +$44.7K +1,728 +13%
ECG
1131
Edge Capital Group
Georgia
$466K -$194K -7,496 -33%
HT
1132
HighTower Trust
Texas
$466K +$114K +4,395 +40%
CNC
1133
Canandaigua National Corp
New York
$465K -$93.9K -3,629 -19%
TFO
1134
Tarbox Family Office
California
$465K -$16.6K -642 -4%
SVCP
1135
Silicon Valley Capital Partners
California
$464K -$273K -10,533 -41%
MAM
1136
McCarthy Asset Management
California
$458K +$392K +15,160 New
NIM
1137
Northeast Investment Management
Massachusetts
$455K -$10.5K -404 -3%
VCA
1138
Verdence Capital Advisors
Maryland
$454K -$234K -9,037 -38%
KFC
1139
Klingenstein Fields & Co
New York
$453K
MGWM
1140
Marks Group Wealth Management
Minnesota
$452K -$258K -9,984 -40%
NSIM
1141
North Star Investment Management
Illinois
$452K -$26.4K -1,021 -6%
AIA
1142
AIMZ Investment Advisors
California
$452K +$492 +19 +0.1%
HWA
1143
HCR Wealth Advisors
California
$450K -$20.7K -800 -5%
WAM
1144
Weatherly Asset Management
California
$449K -$114K -4,405 -23%
ISB
1145
Iowa State Bank
Iowa
$448K -$56.2K -2,170 -13%
IAIM
1146
International Assets Investment Management
Florida
$447K -$142K -5,502 -12%
AC
1147
Avestar Capital
New York
$446K +$104K +4,015 +37%
IWM
1148
IHT Wealth Management
Illinois
$445K -$58.2K -2,248 -13%
GSEP
1149
Golden State Equity Partners
California
$444K +$381K +14,713 New
FI
1150
FormulaFolio Investments
Michigan
$443K +$380K +14,688 New

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.