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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
JCM
1126
Jacobi Capital Management
Pennsylvania
$652K +$8.36K +236 +1%
HIA
1127
Harbor Investment Advisory
Maryland
$652K +$14.1K +399 +2%
JIP
1128
Jaffetilchin Investment Partners
Florida
$651K -$122K -3,457 -17%
CCM
1129
Coldstream Capital Management
Washington
$650K +$123K +3,465 +26%
WA1
1130
Wimmer Associates 1
California
$646K
SCA
1131
Sippican Capital Advisors
Massachusetts
$642K -$17.7K -500 -3%
BA
1132
Bristlecone Advisors
Washington
$641K +$5.95K +168 +1%
LJAC
1133
L.J. Altfest & Co
New York
$641K +$20.1K +569 +4%
GIA
1134
GHP Investment Advisors
Colorado
$641K +$27.6K +779 +5%
DAS
1135
Dynamic Advisor Solutions
Arizona
$639K +$67.8K +1,915 +13%
HI
1136
Hudock Inc
Pennsylvania
$637K -$19.2K -541 -3%
GTCM
1137
Gyon Technologies Capital Management
New Jersey
$636K -$43.7K -1,235 -7%
GAG
1138
GM Advisory Group
New York
$635K +$575K +16,250 New
BIA
1139
Biondo Investment Advisors
Pennsylvania
$633K
IFG
1140
Investors Financial Group
Minnesota
$630K +$97.4K +2,752 +21%
MCM
1141
Manchester Capital Management
Vermont
$628K +$221K +6,229 +63%
SA
1142
Springowl Associates
New York
$625K -$212K -6,000 -27%
NIM
1143
Nexus Investment Management
Ontario, Canada
$624K
RCM
1144
Requisite Capital Management
Texas
$621K +$177K +5,000 +46%
BFEC
1145
Benjamin F. Edwards & Company
Missouri
$617K +$50.7K +1,433 +10%
ACM
1146
Alta Capital Management
Utah
$617K +$280K +7,902 +100%
DA
1147
Doliver Advisors
Texas
$615K -$15.9K -450 -3%
BHBT
1148
Burke & Herbert Bank & Trust
Virginia
$615K
EW
1149
Element Wealth
Mississippi
$614K -$5.95K -168 -1%
AC
1150
Avestar Capital
New York
$613K -$41.8K -1,180 -8%

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.