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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
MWM
1226
Meridian Wealth Management
Kentucky
$504K +$119K +3,354 +35%
WCA
1227
Waratah Capital Advisors
Ontario, Canada
$504K +$457K +12,911 New
PVH
1228
Psagot Value Holdings
Israel
$503K -$523K -14,785 -53%
RCM
1229
Radnor Capital Management
Pennsylvania
$503K -$274K -7,736 -38%
LK
1230
Lumbard & Kellner
New Hampshire
$502K -$10.9K -308 -2%
SFO
1231
Stokes Family Office
Louisiana
$501K +$6.62K +187 +1%
FLI
1232
Family Legacy Inc
South Carolina
$500K -$3.54K -100 -0.8%
AWA
1233
Arete Wealth Advisors
Illinois
$500K +$54.9K +1,550 +13%
AFS
1234
Axiom Financial Strategies
Indiana
$500K +$64.2K +1,813 +17%
PWA
1235
Providence Wealth Advisors
Illinois
$499K +$21.2K +599 +5%
VIA
1236
Vident Investment Advisory
Georgia
$495K -$1.91K -54 -0.4%
TBA
1237
Tower Bridge Advisors
Pennsylvania
$494K -$340K -9,594 -43%
OQS
1238
Occudo Quantitative Strategies
Florida
$494K -$162K -4,576 -27%
DTL
1239
Dynamic Technology Lab
Singapore
$494K -$119K -3,358 -21%
KFC
1240
Klingenstein Fields & Co
New York
$492K -$85.7K -2,420 -16%
CWM
1241
Cornerstone Wealth Management
Missouri
$492K -$20.1K -568 -4%
GJIC
1242
Gamble Jones Investment Counsel
California
$491K -$11.7K -330 -3%
AC
1243
Abbrea Capital
California
$491K +$88.9K +2,511 +25%
FSA
1244
Fort Sheridan Advisors
Illinois
$488K +$97.6K +2,756 +28%
PWM
1245
Purus Wealth Management
California
$487K +$1.17K +33 +0.3%
SFA
1246
Sequoia Financial Advisors
Ohio
$487K +$19.5K +550 +5%
CA
1247
Claro Advisors
Massachusetts
$487K +$45.2K +1,277 +11%
CG
1248
Cutler Group
California
$485K -$1.87M -52,900 -81%
OPCM
1249
Osborne Partners Capital Management
California
$482K -$1.39M -39,240 -76%
MWM
1250
MorganRosel Wealth Management
Colorado
$482K +$195K +5,502 +80%

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.