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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
VI
1201
Versor Investments
New York
$527K +$478K +13,500 New
SAM
1202
Summit Asset Management
Tennessee
$526K +$35 +1 +0%
FMLI
1203
Fukoku Mutual Life Insurance
Japan
$524K
LF
1204
Lantz Financial
Illinois
$524K +$637 +18 +0.1%
KFP
1205
KB Financial Partners
New Jersey
$524K +$475K +13,412 New
GPA
1206
Garrison Point Advisors
California
$523K
MVP
1207
Miller Value Partners
Florida
$519K +$28.7K +810 +6%
WI
1208
WrapManager Inc
California
$519K +$211K +5,966 +82%
FFA
1209
First Foundation Advisors
California
$518K -$86.2K -2,434 -16%
MAFM
1210
Mid Atlantic Financial Management
Pennsylvania
$518K -$4.32K -122 -0.9%
BP
1211
BBR Partners
New York
$516K +$49.8K +1,406 +12%
MPAM
1212
Murphy Pohlad Asset Management
Minnesota
$515K
SN
1213
Sittner & Nelson
Oregon
$514K -$14.7K -414 -3%
LA
1214
LexAurum Advisors
Kansas
$514K -$2.48K -70 -0.5%
CCA
1215
Childress Capital Advisors
Texas
$514K +$219K +6,199 +89%
APA
1216
Allegiant Private Advisors
Florida
$512K -$29.7K -839 -6%
PFA
1217
Pure Financial Advisors
California
$511K +$1.31K +37 +0.3%
BC
1218
Burney Company
Virginia
$510K -$1.34M -37,719 -74%
TCOV
1219
Trust Company of Vermont
Vermont
$510K -$38.4K -1,085 -8%
GS
1220
Gagnon Securities
New York
$510K +$462K +13,056 New
CL
1221
COWA LLC
Oklahoma
$508K +$20K +564 +5%
SIAG
1222
Signet Investment Advisory Group
Rhode Island
$505K -$113K -3,190 -20%
NIA
1223
Northstar Investment Advisors
Colorado
$505K
WVP
1224
Worth Venture Partners
New Jersey
$505K +$458K +12,938 New
TSS
1225
Two Sigma Securities
New York
$504K -$378K -10,678 -45%

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.