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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
SIM
1276
Sonora Investment Management
Arizona
$452K -$20.9K -590 -5%
BCM
1277
BTR Capital Management
California
$448K -$32.4K -915 -7%
CWP
1278
Capital Wealth Planning
Florida
$447K
S
1279
Surevest
California
$447K
IB
1280
Intrust Bank
Kansas
$445K -$15.3K -433 -4%
AWS
1281
AJ Wealth Strategies
New York
$445K +$142 +4 +0%
PCM
1282
Parsons Capital Management
Rhode Island
$444K -$354 -10 -0.1%
LNWTC
1283
Laird Norton Wetherby Trust Company
Washington
$442K -$80.7K -2,280 -13%
FAM
1284
Formidable Asset Management
Ohio
$441K +$29.4K +830 +8%
SRSA
1285
S.R. Schill & Associates
Washington
$440K +$399K +11,266 New
PPG
1286
Peak Planning Group
Colorado
$440K +$17.7K +501 +5%
CAM
1287
CenterStar Asset Management
Illinois
$439K
CPA
1288
Clear Perspective Advisors
Illinois
$438K +$397K +11,222 New
EI
1289
Ethic Inc
New York
$437K -$1.06K -30 -0.3%
YWP
1290
YorkBridge Wealth Partners
New York
$435K +$33.1K +934 +9%
VVP
1291
Venture Visionary Partners
Ohio
$434K -$73.2K -2,068 -16%
AP
1292
Atwood & Palmer
Missouri
$432K -$2.27K -64 -0.6%
LCAM
1293
London & Capital Asset Management
United Kingdom
$432K +$26.6K +750 +7%
LCM
1294
Leisure Capital Management
California
$431K -$78.7K -2,223 -17%
PSC
1295
Prentiss Smith & Co
Vermont
$431K -$15.6K -440 -4%
TA
1296
Tiedemann Advisors
New York
$430K +$41.6K +1,174 +12%
CMO
1297
Covenant Multifamily Offices
Texas
$429K +$389K +10,991 New
WDL
1298
Well Done LLC
Michigan
$427K +$146K +4,121 +61%
QVT
1299
Quantitative Value Technologies
Kansas
$427K +$387K +10,935 New
FAIM
1300
Financial Advocates Investment Management
Washington
$426K -$22.8K -643 -6%

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.