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
AIM
1251
Aspen Investment Management
Michigan
$273K -$345K -13,993 -55%
HFA
1252
HC Financial Advisors
California
$273K -$253K -10,285 -47%
BP
1253
BBR Partners
New York
$273K +$45.2K +1,835 +19%
GTAM
1254
Global Trust Asset Management
Florida
$271K +$49 +2 +0%
YWP
1255
YorkBridge Wealth Partners
New York
$270K -$108K -4,378 -28%
GWS
1256
Glassman Wealth Services
Virginia
$270K -$53.8K -2,184 -16%
RCG
1257
Rock Creek Group
District of Columbia
$270K -$10.1K -411 -3%
BTW
1258
Boston Trust Walden
Massachusetts
$270K -$1.23K -50 -0.4%
S
1259
Surevest
California
$269K
CAM
1260
Columbia Asset Management
Michigan
$268K -$150K -6,075 -35%
AWS
1261
AJ Wealth Strategies
New York
$267K -$92.9K -3,771 -25%
LWM
1262
Liberty Wealth Management
California
$267K +$280K +11,353 New
LA
1263
Lynch & Associates
Indiana
$266K -$3.05M -123,604 -92%
PCI
1264
Pacifica Capital Investments
Texas
$266K
MBTD
1265
Mechanics Bank - Trust Department
California
$262K -$99.7K -4,045 -27%
PTP
1266
Platform Technology Partners
New York
$262K -$44.1K -1,788 -14%
VPIM
1267
Vanguard Personalized Indexing Management
California
$262K +$14K +569 +5%
MCCP
1268
Mission Creek Capital Partners
California
$260K -$89.2K -3,619 -25%
HT
1269
HighTower Trust
Texas
$259K -$376K -15,252 -58%
CWP
1270
Capital Wealth Planning
Florida
$259K -$57.5K -2,334 -18%
CCG
1271
Ceeto Capital Group
Florida
$259K
SCA
1272
Snowden Capital Advisors
New York
$258K +$36.3K +1,471 +15%
SFA
1273
Sequoia Financial Advisors
Ohio
$258K -$117K -4,761 -30%
AFS
1274
Axiom Financial Strategies
Indiana
$258K +$53K +2,149 +24%
GAM
1275
Gould Asset Management
California
$257K +$12.4K +502 +5%

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.