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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
RWA
1176
RGT Wealth Advisors
Texas
$324K +$4.51K +183 +1%
PCA
1177
Providence Capital Advisors
North Carolina
$324K +$81.3K +3,300 +32%
TYCC
1178
Texas Yale Capital Corp
Florida
$322K -$48.5K -1,970 -13%
CIM
1179
Cambria Investment Management
California
$322K +$8.65K +351 +3%
WLPWM
1180
Walled Lake Planning & Wealth Management
Illinois
$321K
NAS
1181
Nicolet Advisory Services
Wisconsin
$320K -$461K -18,694 -58%
QCM
1182
Quest Capital Management
Texas
$320K +$58.8K +2,386 +21%
JWA
1183
JFS Wealth Advisors
Pennsylvania
$320K +$154K +6,240 +85%
QGA
1184
Q Global Advisors
Texas
$319K
DLA
1185
Douglas Lane & Associates
New York
$318K -$113K -4,598 -25%
MPAM
1186
Murphy Pohlad Asset Management
Minnesota
$317K +$9.86K +400 +3%
CCG
1187
Cypress Capital Group
Florida
$316K -$398K -16,136 -55%
SIM
1188
Sonora Investment Management
Arizona
$316K -$75.1K -3,046 -18%
LA
1189
LexAurum Advisors
Kansas
$316K -$3.6K -146 -1%
CWM
1190
Confluence Wealth Management
Oregon
$315K -$274K -11,118 -64%
GPA
1191
Garrison Point Advisors
California
$315K -$52.1K -2,115 -14%
IIM
1192
Ipswich Investment Management
Massachusetts
$315K -$17.3K -700 -5%
FMLI
1193
Fukoku Mutual Life Insurance
Japan
$315K
GSC
1194
G&S Capital
Colorado
$315K
SSWM
1195
Sheets Smith Wealth Management
North Carolina
$315K +$42.4K +1,719 +15%
CA
1196
Claro Advisors
Massachusetts
$314K -$132K -5,362 -29%
EW
1197
Evoke Wealth
California
$314K +$199K +8,093 +154%
RCM
1198
RB Capital Management
Nevada
$313K -$4.51K -183 -1%
P
1199
Pitcairn
Pennsylvania
$312K -$366K -14,832 -53%
LCM
1200
Leisure Capital Management
California
$312K

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.