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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
MIP
1251
Marietta Investment Partners
Wisconsin
$353K
XS
1252
XR Securities
Illinois
$352K +$302K +11,677 New
SSB
1253
Sandy Spring Bank
Maryland
$349K -$36.2K -1,400 -11%
FCIM
1254
Fairview Capital Investment Management
California
$349K +$44.5K +1,720 +17%
AWA
1255
Arete Wealth Advisors
Illinois
$348K +$60.9K +2,354 +25%
VDI
1256
Vaughan David Investments
Illinois
$347K -$90.7K -3,505 -23%
GTAM
1257
Global Trust Asset Management
Florida
$347K +$26 +1 +0%
DCM
1258
Donaldson Capital Management
Indiana
$346K -$247K -9,536 -45%
PSC
1259
Prentiss Smith & Co
Vermont
$346K -$4.66K -180 -2%
S
1260
Surevest
California
$346K
PCM
1261
Parsons Capital Management
Rhode Island
$343K -$205K -7,908 -41%
FMC
1262
First Merchants Corp
Indiana
$343K -$40.9K -1,578 -12%
AWS
1263
AJ Wealth Strategies
New York
$343K +$155 +6 +0.1%
FHA
1264
Flagship Harbor Advisors
Massachusetts
$343K +$135K +5,220 +85%
PCI
1265
Pacifica Capital Investments
Texas
$342K
SMC
1266
Smith, Moore & Co
Missouri
$342K +$16.9K +653 +6%
BW
1267
Bison Wealth
Georgia
$342K +$73.8K +2,850 +34%
MCCP
1268
Mission Creek Capital Partners
California
$341K +$6.14K +237 +2%
CT
1269
Chicago Trust
Illinois
$338K +$10.3K +396 +4%
EI
1270
Ethic Inc
New York
$338K +$67.9K +2,621 +31%
CA
1271
Claro Advisors
Massachusetts
$337K -$56.1K -2,166 -16%
AP
1272
Atwood & Palmer
Missouri
$336K +$16.6K +643 +6%
COF
1273
Capital One Financial
Virginia
$334K -$194K -7,479 -40%
BCA
1274
Bay Colony Advisors
Massachusetts
$333K +$4.76K +184 +2%
Legacy Financial Group (Iowa)
1275
Legacy Financial Group (Iowa)
Iowa
$332K +$285K +11,016 New

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.