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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
RWM
1151
Ritholtz Wealth Management
New York
$610K +$107K +3,028 +24%
HSA
1152
HBK Sorce Advisory
Pennsylvania
$607K +$32.3K +913 +6%
SG
1153
StoneX Group
New York
$606K -$33.3K -941 -6%
QCG
1154
Quadrant Capital Group
Ohio
$606K +$36.8K +1,040 +7%
RAM
1155
Redmond Asset Management
Virginia
$604K -$2.58K -73 -0.5%
TFO
1156
Tarbox Family Office
California
$604K +$1.42K +40 +0.3%
PCFFS
1157
Pacific Center for Financial Services
California
$600K -$120K -3,389 -18%
AWM
1158
Apollon Wealth Management
South Carolina
$597K -$678K -19,150 -56%
IWA
1159
IVC Wealth Advisors
Pennsylvania
$597K -$17.6K -496 -3%
ECG
1160
Edge Capital Group
Georgia
$596K -$7.01K -198 -1%
FRM
1161
Fox Run Management
Connecticut
$596K +$540K +15,261 New
AW
1162
ACG Wealth
Georgia
$595K -$365K -10,312 -40%
FMBTD
1163
First Midwest Bank Trust Division
Illinois
$593K -$24.4K -689 -4%
PA
1164
PSI Advisors
Florida
$592K -$386K -10,900 -42%
PCA
1165
Personal Capital Advisors
California
$591K -$36.9K -1,042 -6%
JWA
1166
JFS Wealth Advisors
Pennsylvania
$590K +$53.1K +1,500 +11%
NSIM
1167
North Star Investment Management
Illinois
$585K
Fisher Asset Management
1168
Fisher Asset Management
Washington
$581K -$709K -20,018 -57%
WB
1169
Webster Bank
Connecticut
$581K -$57.1K -1,613 -10%
WAM
1170
Weatherly Asset Management
California
$581K +$71 +2 +0%
AIA
1171
AIMZ Investment Advisors
California
$577K -$7.26K -205 -1%
CCM
1172
Chilton Capital Management
Texas
$575K -$83.1K -2,347 -14%
DIM
1173
Delta Investment Management
California
$571K -$70.8K -2,000 -12%
BAMF
1174
BI Asset Management Fondsmaeglerselskab
Denmark
$571K +$518K +14,621 New
CRC
1175
Curi RMB Capital
Illinois
$569K +$3.54K +100 +0.7%

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.