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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
CB
1276
Community Bank
New York
$330K -$165K -6,380 -37%
KPW
1277
Kore Private Wealth
New York
$329K -$96.2K -3,715 -25%
GAM
1278
Gould Asset Management
California
$329K
RCM
1279
Requisite Capital Management
Texas
$329K
BCM
1280
Becker Capital Management
Oregon
$327K -$23.1K -892 -8%
AIM
1281
Aspen Investment Management
Michigan
$327K -$20.4K -787 -7%
NAS
1282
Nicolet Advisory Services
Wisconsin
$326K -$72.4K -2,795 -21%
AC
1283
Annandale Capital
Texas
$326K +$280K +10,808 New
FWP
1284
FAS Wealth Partners
Kansas
$325K -$32.9K -1,272 -11%
LA
1285
Lynch & Associates
Indiana
$325K -$14.2K -550 -5%
FAIM
1286
Financial Advocates Investment Management
Washington
$325K +$45.3K +1,749 +19%
PPG
1287
Peak Planning Group
Colorado
$325K -$1.45K -56 -0.5%
ECM
1288
Evergreen Capital Management
Washington
$324K -$54.9K -2,120 -17%
MBTD
1289
Mechanics Bank - Trust Department
California
$324K -$10.4K -400 -4%
CWP
1290
Concord Wealth Partners
Virginia
$324K +$278K +10,731 New
PCG
1291
Private Capital Group
Connecticut
$323K -$63.3K -2,446 -19%
BAM
1292
Barrett Asset Management
New York
$322K
OFG
1293
Oxford Financial Group
Indiana
$322K +$7.3K +282 +3%
TC
1294
Telemus Capital
Michigan
$321K +$1.11K +43 +0.4%
BFM
1295
Boothbay Fund Management
New York
$320K +$20.7K +800 +8%
SIM
1296
SSI Investment Management
California
$318K -$259 -10 -0.1%
CAM
1297
Columbia Asset Management
Michigan
$317K -$23.3K -900 -8%
CCFM
1298
Clear Creek Financial Management
Washington
$317K +$272K +10,519 New
CBA
1299
Coastal Bridge Advisors
Connecticut
$314K -$12.2K -473 -4%
CCWA
1300
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$314K +$270K +10,418 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.