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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
LCAM
1301
London & Capital Asset Management
United Kingdom
$244K +$6.26K +254 +3%
TC
1302
Telemus Capital
Michigan
$242K +$320 +13 +0.1%
KFGK
1303
Keystone Financial Group (Kentucky)
Kentucky
$242K +$54K +2,191 +27%
AA
1304
Argent Advisors
Louisiana
$241K -$429K -17,422 -63%
SC
1305
Steph & Co
Wisconsin
$241K -$24.6K -1,000 -9%
TF
1306
Tompkins Financial
New York
$241K -$9.86K -400 -4%
PCM
1307
Palisade Capital Management
New Jersey
$241K
FSA
1308
Fort Sheridan Advisors
Illinois
$240K -$167K -6,766 -40%
LC
1309
Lindbrook Capital
California
$239K -$44.9K -1,821 -15%
PAIM
1310
Punch & Associates Investment Management
Minnesota
$239K
PNC
1311
Park National Corp
Ohio
$238K -$79.9K -3,242 -24%
GWAG
1312
Garrett Wealth Advisory Group
Texas
$238K -$28.1K -1,142 -10%
KWA
1313
KCS Wealth Advisory
California
$238K -$20.4K -826 -8%
FPB
1314
First PREMIER Bank
South Dakota
$237K -$163K -6,595 -40%
CAW
1315
Cornerstone Advisors (Washington)
Washington
$237K -$57K -2,315 -19%
FA
1316
FCG Advisors
New Jersey
$237K -$55.9K -2,270 -18%
PPP
1317
Private Portfolio Partners
New Jersey
$236K +$28.9K +1,171 +13%
CA
1318
Cornerstone Advisory
Maryland
$236K -$75.3K -3,057 -23%
VST
1319
Van Strum & Towne
California
$236K -$25.3K -1,025 -9%
CIC
1320
Crawford Investment Counsel
Georgia
$235K -$174K -7,079 -41%
JWM
1321
Jupiter Wealth Management
Colorado
$235K -$37.7K -1,530 -13%
SHGA
1322
Sand Hill Global Advisors
California
$235K -$1.53K -62 -0.6%
JI
1323
Jeereddi Investments
California
$235K +$246K +10,000 New
GLA
1324
Good Life Advisors
Pennsylvania
$234K -$49.6K -2,012 -17%
ZIG
1325
Zuckerman Investment Group
Illinois
$234K -$49.3K -2,000 -17%

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.