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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
ER
1226
Enlightenment Research
Florida
$380K +$326K +12,600 New
RWM
1227
Ritholtz Wealth Management
New York
$379K +$9.22K +356 +3%
DBIA
1228
Dumont & Blake Investment Advisors
New Jersey
$377K -$12.4K -479 -4%
MVP
1229
Miller Value Partners
Florida
$377K +$66K +2,550 +26%
JIC
1230
Johnson Investment Counsel
Ohio
$376K -$10.7K -412 -3%
SWA
1231
Stratos Wealth Advisors
Ohio
$375K
PWM
1232
Purus Wealth Management
California
$375K +$322K +12,434 New
BCM
1233
BTR Capital Management
California
$373K +$48K +1,855 +18%
OAM
1234
Optimal Asset Management
California
$372K -$311K -12,027 -49%
RIM
1235
Reliant Investment Management
Tennessee
$370K -$293K -11,300 -48%
BFO
1236
Biltmore Family Office
North Carolina
$368K -$16.1K -622 -5%
SIM
1237
Sonora Investment Management
Arizona
$367K -$33.6K -1,299 -10%
CWP
1238
Capital Wealth Planning
Florida
$365K +$11.1K +430 +4%
CFG
1239
Citizens Financial Group
Rhode Island
$364K -$177K -6,843 -36%
AMIM
1240
Aull & Monroe Investment Management
Alabama
$364K -$6.19K -239 -2%
CA
1241
Cambridge Advisors
Nebraska
$364K -$2.56K -99 -0.8%
PWA
1242
Providence Wealth Advisors
Illinois
$362K +$44.5K +1,720 +16%
DLA
1243
Douglas Lane & Associates
New York
$361K -$41.1K -1,587 -12%
SFA
1244
Sequoia Financial Advisors
Ohio
$360K +$24.9K +962 +9%
GWS
1245
Glassman Wealth Services
Virginia
$359K +$10.8K +417 +4%
IB
1246
Intrust Bank
Kansas
$357K -$68.1K -2,630 -18%
AIA
1247
Arbor Investment Advisors
North Carolina
$356K -$34.1K -1,318 -10%
BP
1248
BBR Partners
New York
$356K +$5.15K +199 +2%
IIM
1249
Ipswich Investment Management
Massachusetts
$354K -$43K -1,662 -12%
RI
1250
Ridgewood Investments
New Jersey
$354K

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.