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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
GI
1326
Gradient Investments
Minnesota
$301K -$8.41K -325 -2%
ZIG
1327
Zuckerman Investment Group
Illinois
$301K
QCM
1328
Quantinno Capital Management
New York
$299K +$256K +9,892 New
BFA
1329
Bragg Financial Advisors
North Carolina
$298K -$55K -2,124 -18%
MCM
1330
Manchester Capital Management
Vermont
$297K +$3.52K +136 +1%
TA
1331
Tiedemann Advisors
New York
$296K +$254K +9,822 New
FNBOH
1332
First National Bank of Hutchinson
Kansas
$295K
CPA
1333
Court Place Advisors
Maryland
$294K -$213K -8,233 -46%
FSA
1334
Fort Sheridan Advisors
Illinois
$294K -$12.4K -480 -5%
CIM
1335
CIM Investment Management
Pennsylvania
$294K -$4.14K -160 -2%
OCM
1336
Osterweis Capital Management
California
$294K
SA
1337
Strategic Advisors
New York
$293K -$214K -8,262 -48%
BWP
1338
Baldwin Wealth Partners
Massachusetts
$293K -$72.5K -2,800 -22%
BCM
1339
Brookstone Capital Management
Illinois
$291K -$79.2K -3,059 -24%
LWM
1340
Liberty Wealth Management
California
$291K -$41.9K -1,617 -14%
HFM
1341
Hartford Financial Management
Connecticut
$291K -$3.57K -138 -1%
WAM
1342
Wolverine Asset Management
Illinois
$291K +$66.3K +2,561 +36%
BOS
1343
Bingham Osborn & Scarborough
California
$290K -$3.26M -126,066 -93%
PTP
1344
Platform Technology Partners
New York
$289K -$40.7K -1,572 -14%
LBD
1345
Landsberg Bennett & Dubbaneh
Florida
$288K -$28.8K -1,114 -10%
FPB
1346
First PREMIER Bank
South Dakota
$287K -$14.6K -565 -6%
MWM
1347
Meridian Wealth Management
Kentucky
$287K -$11K -426 -4%
EF
1348
Exeter Financial
Arizona
$287K
PCM
1349
Penserra Capital Management
California
$285K +$54.8K +2,116 +29%
NWM
1350
Northwest Wealth Management
Iowa
$285K +$244K +9,429 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.