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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
GWS
1251
Glassman Wealth Services
Virginia
$481K +$14.7K +414 +3%
GSC
1252
G&S Capital
Colorado
$480K -$39.8K -1,125 -8%
DBIA
1253
Dumont & Blake Investment Advisors
New Jersey
$479K -$7.96K -225 -2%
GSEP
1254
Golden State Equity Partners
California
$476K -$89.4K -2,524 -17%
PCM
1255
Penserra Capital Management
California
$474K +$94.6K +2,672 +28%
FHA
1256
Flagship Harbor Advisors
Massachusetts
$473K +$25.4K +718 +6%
BMC
1257
Beaton Management Company
Massachusetts
$472K -$77.9K -2,200 -15%
AMIM
1258
Aull & Monroe Investment Management
Alabama
$472K
MBT
1259
Montecito Bank & Trust
California
$471K -$28.6K -808 -6%
CA
1260
Cambridge Advisors
Nebraska
$471K +$35 +1 +0%
BP
1261
Ballentine Partners
Massachusetts
$469K +$124K +3,491 +41%
BCA
1262
Bay Colony Advisors
Massachusetts
$467K +$32.6K +922 +8%
DLA
1263
Douglas Lane & Associates
New York
$466K -$885 -25 -0.2%
JIC
1264
Johnson Investment Counsel
Ohio
$465K -$20K -565 -5%
HH
1265
HWG Holdings
Texas
$465K +$422K +11,911 New
PCI
1266
Pacifica Capital Investments
Texas
$462K +$17.7K +500 +4%
MWM
1267
Madison Wealth Management
Ohio
$461K -$972K -27,448 -70%
CW
1268
CreativeOne Wealth
Kansas
$460K +$122K +3,433 +41%
ESCM
1269
Echo Street Capital Management
New York
$460K +$417K +11,781 New
IIM
1270
Ipswich Investment Management
Massachusetts
$459K
MIP
1271
Marietta Investment Partners
Wisconsin
$459K +$1.31K +37 +0.3%
TC
1272
Telemus Capital
Michigan
$458K +$34.2K +965 +9%
AIA
1273
Arbor Investment Advisors
North Carolina
$456K -$4.57K -129 -1%
Legacy Financial Group (Iowa)
1274
Legacy Financial Group (Iowa)
Iowa
$455K +$22K +622 +6%
LBD
1275
Landsberg Bennett & Dubbaneh
Florida
$454K +$68.5K +1,934 +20%

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.