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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
T
1201
TOBAM
France
$312K +$327K +13,282 New
NIA
1202
Northstar Investment Advisors
Colorado
$309K -$115K -4,659 -26%
PCG
1203
Private Capital Group
Connecticut
$309K -$54.7K -2,218 -14%
GI
1204
Gradient Investments
Minnesota
$309K +$12.9K +524 +4%
AIA
1205
Arbor Investment Advisors
North Carolina
$308K +$6.53K +265 +2%
DIA
1206
Dana Investment Advisors
Wisconsin
$307K +$21.9K +888 +7%
FLI
1207
Family Legacy Inc
South Carolina
$306K -$163K -6,600 -34%
MGIA
1208
Moneta Group Investment Advisors
Missouri
$306K -$135K -5,461 -30%
DBIA
1209
Dumont & Blake Investment Advisors
New Jersey
$305K -$6.63K -269 -2%
FMC
1210
First Merchants Corp
Indiana
$304K -$277K -11,259 -47%
SSB
1211
Sandy Spring Bank
Maryland
$304K -$70.7K -2,869 -18%
JIC
1212
Johnson Investment Counsel
Ohio
$303K -$945K -38,367 -75%
SMG
1213
Spectrum Management Group
Indiana
$303K -$665 -27 -0.2%
ECM
1214
Evergreen Capital Management
Washington
$302K -$71.5K -2,900 -18%
BCCM
1215
Bridge Creek Capital Management
Massachusetts
$301K -$314K -12,750 -50%
BFO
1216
Biltmore Family Office
North Carolina
$301K -$370 -15 -0.1%
BCM
1217
Brookstone Capital Management
Illinois
$299K -$1.87M -75,803 -86%
ITIM
1218
Indiana Trust & Investment Management
Indiana
$299K -$26.3K -1,069 -8%
BA
1219
Bristlecone Advisors
Washington
$298K +$312K +12,670 New
BWP
1220
Baldwin Wealth Partners
Massachusetts
$294K -$344K -13,966 -53%
KA
1221
Kovack Advisors
Florida
$293K +$25.1K +1,018 +9%
PCA
1222
Personal Capital Advisors
California
$293K +$56.5K +2,294 +23%
SWA
1223
Stratos Wealth Advisors
Ohio
$292K -$37K -1,502 -11%
BIC
1224
Beach Investment Counsel
Pennsylvania
$292K
FPCG
1225
Fort Pitt Capital Group
Pennsylvania
$290K -$220K -8,911 -42%

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.