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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
RCM
1276
Requisite Capital Management
Texas
$256K -$49.3K -2,000 -15%
CBA
1277
Coastal Bridge Advisors
Connecticut
$256K -$39.1K -1,588 -13%
BCA
1278
Bay Colony Advisors
Massachusetts
$255K -$227K -9,211 -46%
CIA
1279
CSat Investment Advisory
Michigan
$255K +$25.4K +1,031 +11%
PPG
1280
Peak Planning Group
Colorado
$254K +$266K +10,810 New
BHWM
1281
Bar Harbor Wealth Management
New Hampshire
$254K -$77.8K -3,155 -23%
FPF
1282
First Pacific Financial
Washington
$254K +$266K +10,797 New
ZIC
1283
ZWJ Investment Counsel
Georgia
$253K -$128K -5,200 -33%
CT
1284
Chicago Trust
Illinois
$253K +$44K +1,786 +20%
TIA
1285
Traphagen Investment Advisors
New Jersey
$252K -$24K -972 -8%
SMC
1286
Smith, Moore & Co
Missouri
$251K -$40.5K -1,643 -13%
BAM
1287
Barrett Asset Management
New York
$251K
SM
1288
Salzhauer Michael
$250K +$261K +10,610 New
LSAG
1289
Lake Street Advisors Group
New Hampshire
$249K -$91.6K -3,716 -26%
NWP
1290
Northstar Wealth Partners
Connecticut
$248K -$20.7K -839 -7%
LBD
1291
Landsberg Bennett & Dubbaneh
Florida
$248K +$262K +10,644 New
BCM
1292
BTR Capital Management
California
$247K -$44.4K -1,800 -15%
PAS
1293
Partnervest Advisory Services
California
$247K -$27.9K -1,132 -10%
SIM
1294
SSI Investment Management
California
$247K -$7.2K -292 -3%
WPW
1295
Waldron Private Wealth
Pennsylvania
$246K -$25.8K -1,046 -9%
PWA
1296
Providence Wealth Advisors
Illinois
$246K -$14.8K -600 -5%
AP
1297
Atwood & Palmer
Missouri
$246K
MA
1298
MCF Advisors
Kentucky
$245K -$9.19K -373 -3%
OFG
1299
Oxford Financial Group
Indiana
$244K -$32.2K -1,305 -11%
AC
1300
Avestar Capital
New York
$244K -$12.4K -504 -4%

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.