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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
IB
1151
Intrust Bank
Kansas
$340K -$248K -10,065 -41%
BI
1152
Ballast Inc
Kentucky
$340K +$764 +31 +0.2%
QCG
1153
Quadrant Capital Group
Ohio
$340K +$19.5K +792 +6%
MAA
1154
Mraz Amerine & Associates
California
$339K -$21.4K -870 -6%
LJAC
1155
L.J. Altfest & Co
New York
$338K +$27.8K +1,128 +9%
AF
1156
Alerus Financial
North Dakota
$336K -$2.74M -111,117 -89%
FLPIM
1157
F.L. Putnam Investment Management
Massachusetts
$336K -$3.13K -127 -0.9%
PP
1158
Professional Planning
California
$335K +$62.7K +2,544 +22%
GA
1159
Greytown Advisors
Florida
$333K -$51.8K -2,102 -13%
JIC
1160
Joel Isaacson & Co
New York
$332K -$73.6K -2,985 -17%
LF
1161
Lantz Financial
Illinois
$330K -$127K -5,164 -27%
TP
1162
Truvvo Partners
New York
$330K -$31.3K -1,269 -8%
DP
1163
Denver PWM
Colorado
$330K
CC
1164
Cannell & Co
New York
$329K
AIM
1165
Anchor Investment Management
South Carolina
$328K -$64.8K -2,630 -16%
SFO
1166
Stokes Family Office
Louisiana
$328K -$153K -6,212 -31%
AIM
1167
Acropolis Investment Management
Missouri
$328K -$89.8K -3,645 -21%
CCMG
1168
Clark Capital Management Group
Pennsylvania
$328K -$986 -40 -0.3%
TCPWM
1169
Traverso Chambers Private Wealth Management
California
$327K -$2.46K -100 -0.7%
SHJ
1170
Sharkey, Howes & Javer
Colorado
$327K +$62K +2,517 +22%
SYBT
1171
Stock Yards Bank & Trust
Kentucky
$325K -$294K -11,940 -46%
CA
1172
Calton & Associates
Florida
$325K -$88.5K -3,590 -21%
HKIM
1173
Hayek Kallen Investment Management
Alabama
$325K -$148 -6 -0%
SAM
1174
Sawgrass Asset Management
Florida
$325K
PWW
1175
Pettyjohn Wood & White
Virginia
$324K -$79.2K -3,214 -19%

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.