We are live on ! Find out more
WFC icon

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
AMIM
1226
Aull & Monroe Investment Management
Alabama
$289K +$11.2K +455 +4%
VIA
1227
Vident Investment Advisory
Georgia
$289K +$31.9K +1,294 +12%
RWM
1228
Ritholtz Wealth Management
New York
$287K -$84.5K -3,430 -22%
CA
1229
Cambridge Advisors
Nebraska
$286K -$338K -13,702 -53%
IA
1230
IFG Advisory
Georgia
$286K -$203K -8,248 -40%
ONST
1231
Old North State Trust
North Carolina
$286K +$1.87K +76 +0.6%
DWA
1232
Divergent Wealth Advisors
Utah
$285K -$21.6K -877 -7%
BDS
1233
Banco de Sabadell
Florida
$283K
FWP
1234
FAS Wealth Partners
Kansas
$283K +$2.79K +113 +0.9%
MCM
1235
Maryland Capital Management
Maryland
$282K -$329K -13,356 -53%
AIL
1236
AGF Investments LLC
Ontario, Canada
$282K -$170K -6,880 -36%
BFA
1237
Bragg Financial Advisors
North Carolina
$282K -$85.1K -3,455 -22%
WCM
1238
Weld Capital Management
New York
$281K -$438K -17,754 -60%
SIC
1239
Samalin Investment Counsel
New York
$280K -$85.5K -3,470 -23%
9WM
1240
9258 Wealth Management
Ohio
$278K -$31.9K -1,293 -9%
FNBTCON
1241
First National Bank & Trust Co of Newtown
Pennsylvania
$277K -$11.3K -458 -4%
BP
1242
Ballentine Partners
Massachusetts
$277K +$20.6K +835 +8%
HIIFS
1243
Harel Insurance Investments & Financial Services
Israel
$277K +$274K +11,112 +1,627%
FAM
1244
Formidable Asset Management
Ohio
$276K -$223K -9,050 -44%
BCM
1245
Becker Capital Management
Oregon
$275K -$120K -4,884 -29%
MIP
1246
Marietta Investment Partners
Wisconsin
$275K
NJBEST
1247
New Jersey Better Educational Savings Trust
New Jersey
$275K
PSC
1248
Prentiss Smith & Co
Vermont
$274K -$10.8K -440 -4%
CFA
1249
Capstone Financial Advisors
Illinois
$274K -$7.89K -320 -3%
CWM
1250
Cordatus Wealth Management
Pennsylvania
$274K +$287K +11,659 New

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.