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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
IAN
1176
Integrated Advisors Network
Texas
$425K -$154K -5,939 -30%
CC
1177
Cannell & Co
New York
$422K
APA
1178
Allegiant Private Advisors
Florida
$421K +$361K +13,953 New
SHJ
1179
Sharkey, Howes & Javer
Colorado
$420K -$52 -2 -0%
VPIM
1180
Vanguard Personalized Indexing Management
California
$420K +$70.9K +2,738 +25%
DP
1181
Denver PWM
Colorado
$419K +$2.59K +100 +0.7%
SAM
1182
Sawgrass Asset Management
Florida
$417K
KA
1183
Kovack Advisors
Florida
$416K +$34.2K +1,322 +11%
SWM
1184
Shakespeare Wealth Management
Wisconsin
$414K -$259K -9,988 -42%
WLPWM
1185
Walled Lake Planning & Wealth Management
Illinois
$412K
OWP
1186
Obermeyer Wealth Partners
Colorado
$411K -$267K -10,330 -43%
JWA
1187
JFS Wealth Advisors
Pennsylvania
$410K
SN
1188
Sittner & Nelson
Oregon
$410K +$351K +13,573 New
FNBT
1189
FineMark National Bank & Trust
Florida
$408K -$60.8K -2,350 -15%
CL
1190
COWA LLC
Oklahoma
$408K +$311K +12,000 New
SAM
1191
Summit Asset Management
Tennessee
$406K -$48.3K -1,867 -12%
TCPWM
1192
Traverso Chambers Private Wealth Management
California
$406K -$11.6K -449 -3%
HH
1193
Hilltop Holdings
Texas
$405K -$192K -7,409 -36%
CCG
1194
Cypress Capital Group
Florida
$405K -$777 -30 -0.2%
GSC
1195
G&S Capital
Colorado
$405K +$518 +20 +0.1%
MAFM
1196
Mid Atlantic Financial Management
Pennsylvania
$404K -$77.7K -3,002 -18%
LF
1197
Lantz Financial
Illinois
$404K -$17.1K -662 -5%
FMLI
1198
Fukoku Mutual Life Insurance
Japan
$404K
GPA
1199
Garrison Point Advisors
California
$404K
PCM
1200
Pinz Capital Management
New York
$404K +$347K +13,400 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.