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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
IFG
1201
Investors Financial Group
Minnesota
$403K -$48.4K -1,871 -12%
CRWM
1202
Castle Rock Wealth Management
California
$402K +$326K +12,611 New
LCM
1203
Leisure Capital Management
California
$400K
LA
1204
LexAurum Advisors
Kansas
$399K -$5.02K -194 -1%
CCM
1205
Coldstream Capital Management
Washington
$398K -$76K -2,937 -18%
MPAM
1206
Murphy Pohlad Asset Management
Minnesota
$398K -$7.61K -294 -2%
EH
1207
Equitable Holdings
New York
$397K -$503K -19,411 -60%
CWM
1208
Cornerstone Wealth Management
Missouri
$397K -$35.2K -1,359 -9%
SSWM
1209
Sheets Smith Wealth Management
North Carolina
$397K -$6.73K -260 -2%
LK
1210
Lumbard & Kellner
New Hampshire
$397K +$341K +13,164 New
VVP
1211
Venture Visionary Partners
Ohio
$397K +$341K +13,177 New
MGIA
1212
Moneta Group Investment Advisors
Missouri
$396K +$2.72K +105 +0.8%
SM
1213
Salzhauer Michael
$395K +$64.7K +2,500 +24%
AMC
1214
Asset Management Corp
Illinois
$395K +$319K +12,319 New
PFA
1215
Pure Financial Advisors
California
$394K +$338K +13,045 New
CIM
1216
Cambria Investment Management
California
$392K -$18.2K -702 -5%
GT
1217
Glenview Trust
Kentucky
$391K -$583K -22,537 -63%
NIA
1218
Northstar Investment Advisors
Colorado
$390K -$5.18K -200 -2%
GJIC
1219
Gamble Jones Investment Counsel
California
$389K -$67.2K -2,596 -17%
FLI
1220
Family Legacy Inc
South Carolina
$389K -$2.59K -100 -0.8%
MBT
1221
Montecito Bank & Trust
California
$388K -$207K -8,000 -38%
PP
1222
Professional Planning
California
$388K -$36.2K -1,399 -10%
CSPAM
1223
Cary Street Partners Asset Management
Virginia
$385K +$331K +12,768 New
VIA
1224
Vident Investment Advisory
Georgia
$384K +$10.6K +409 +3%
SFO
1225
Stokes Family Office
Louisiana
$382K -$33.8K -1,304 -9%

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.