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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
SVWAG
1326
Sound View Wealth Advisors Group
Georgia
$234K -$21.7K -879 -8%
CC
1327
Cedar Capital
Illinois
$234K +$245K +9,942 New
MWM
1328
Meridian Wealth Management
Kentucky
$234K +$246K +9,968 New
VC
1329
Vicus Capital
Pennsylvania
$233K -$19.3K -785 -7%
CIM
1330
CIM Investment Management
Pennsylvania
$233K -$2.71K -110 -1%
AIC
1331
Ameritas Investment Company
Nebraska
$233K
OA
1332
Oxbow Advisors
Texas
$233K +$15.3K +622 +7%
ECM
1333
ETrade Capital Management
Virginia
$233K +$245K +9,922 New
MVP
1334
Miller Value Partners
Florida
$233K +$245K +9,930 New
FCIM
1335
Fairview Capital Investment Management
California
$232K -$45.2K -1,833 -16%
RC
1336
Roundview Capital
New Jersey
$232K -$44.7K -1,814 -16%
FNBOH
1337
First National Bank of Hutchinson
Kansas
$232K
HFM
1338
Hartford Financial Management
Connecticut
$230K -$6.88K -279 -3%
BFM
1339
Boothbay Fund Management
New York
$230K +$29.7K +1,207 +14%
OCM
1340
Osterweis Capital Management
California
$229K
TCM
1341
Traynor Capital Management
Pennsylvania
$229K +$243K +9,861 New
MCM
1342
Manchester Capital Management
Vermont
$228K -$284K -11,517 -54%
AWA
1343
Arete Wealth Advisors
Illinois
$228K -$207K -8,393 -47%
NGA
1344
Naples Global Advisors
Florida
$226K -$78.5K -3,185 -25%
SC
1345
Schulhoff & Co
Ohio
$226K -$20.8K -845 -8%
EF
1346
Exeter Financial
Arizona
$223K -$15.2K -615 -6%
TCM
1347
Tributary Capital Management
Nebraska
$221K -$12.3K -500 -5%
AWM
1348
Apollon Wealth Management
South Carolina
$221K +$18K +730 +8%
AWA
1349
Acorn Wealth Advisors
Michigan
$221K +$25.2K +1,021 +12%
BONST
1350
Bank of Nova Scotia Trust
Ontario, Canada
$219K -$419K -17,008 -65%

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.