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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
IHL
1301
Investment House LLC
California
$313K +$268K +10,356 New
JWBC
1302
John W. Brooker & Co
California
$313K +$268K +10,356 New
AIM
1303
Acropolis Investment Management
Missouri
$312K -$93K -3,593 -26%
KFGK
1304
Keystone Financial Group (Kentucky)
Kentucky
$312K +$647 +25 +0.2%
SMG
1305
Spectrum Management Group
Indiana
$311K -$66.5K -2,569 -20%
IA
1306
IFG Advisory
Georgia
$311K -$48.7K -1,882 -15%
LCAM
1307
London & Capital Asset Management
United Kingdom
$311K -$2.04K -79 -0.8%
HFG
1308
Heron Financial Group
New York
$310K +$240K +9,283 New
TYCC
1309
Texas Yale Capital Corp
Florida
$309K -$89.3K -3,450 -25%
ITIM
1310
Indiana Trust & Investment Management
Indiana
$309K -$64.4K -2,488 -20%
BIC
1311
Beach Investment Counsel
Pennsylvania
$309K -$57K -2,200 -18%
SC
1312
Steph & Co
Wisconsin
$309K
YWP
1313
YorkBridge Wealth Partners
New York
$308K -$33.9K -1,309 -11%
PAIM
1314
Punch & Associates Investment Management
Minnesota
$307K
FAM
1315
Formidable Asset Management
Ohio
$306K -$32.4K -1,250 -11%
CFO
1316
Colony Family Offices
North Carolina
$306K +$263K +10,150 New
QT
1317
Quantamental Technologies
New York
$304K -$1.98M -76,296 -88%
GLA
1318
Good Life Advisors
Pennsylvania
$304K +$2.04K +79 +0.8%
BAAM
1319
Baker Avenue Asset Management
California
$304K +$261K +10,090 New
AC
1320
Abbrea Capital
California
$303K -$157K -6,049 -38%
ONST
1321
Old North State Trust
North Carolina
$303K -$54.6K -2,109 -17%
FNT
1322
First Nebraska Trust
Nebraska
$302K -$1.37M -52,954 -84%
BCCM
1323
Bridge Creek Capital Management
Massachusetts
$302K -$72.5K -2,800 -22%
JI
1324
Jeereddi Investments
California
$302K
JWM
1325
Jupiter Wealth Management
Colorado
$302K

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.