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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
GW
1351
GW & Wade
Massachusetts
$218K -$6.16M -250,041 -96%
MSAM
1352
Moloney Securities Asset Management
Missouri
$218K -$57.3K -2,326 -20%
WC
1353
Woodstock Corp
Massachusetts
$218K -$24.6K -1,000 -10%
ACM
1354
Alpha Capital Management
Texas
$217K +$25 +1 +0%
AAP
1355
Arax Advisory Partners
Colorado
$217K +$2.07K +84 +0.9%
RWA
1356
River Wealth Advisors
Pennsylvania
$217K +$7.37K +299 +3%
FWM
1357
Fairhaven Wealth Management
Illinois
$216K -$485K -19,666 -68%
JC
1358
Jacobs & Co
California
$216K
PWAP
1359
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$214K -$148K -6,000 -40%
WDL
1360
Well Done LLC
Michigan
$214K +$123 +5 +0.1%
TCOO
1361
Trust Company of Oklahoma
Oklahoma
$214K +$224K +9,100 New
FAIM
1362
Financial Advocates Investment Management
Washington
$213K -$231K -9,367 -51%
SFG
1363
SNS Financial Group
Minnesota
$213K -$26.4K -1,071 -11%
SFSG
1364
Stearns Financial Services Group
North Carolina
$213K -$23.8K -967 -10%
FPFS
1365
First Personal Financial Services
North Carolina
$212K -$14.5K -588 -6%
DAC
1366
Dividend Assets Capital
South Carolina
$212K
VAG
1367
VisionPoint Advisory Group
Texas
$212K +$21.2K +860 +11%
GBT
1368
Grove Bank & Trust
Florida
$210K -$80.8K -3,279 -27%
RFM
1369
Royal Fund Management
Florida
$210K -$4.9K -199 -2%
CS
1370
Comerica Securities
Michigan
$209K -$31.2K -1,265 -12%
M
1371
MOTCO
Texas
$209K +$146K +5,939 +202%
CT
1372
Coastline Trust
Rhode Island
$208K -$61.2K -2,485 -22%
GSWM
1373
Golden State Wealth Management
California
$208K -$8.67K -352 -4%
IBOK
1374
Independence Bank of Kentucky
Kentucky
$207K -$108K -4,379 -33%
IGGA
1375
Iron Gate Global Advisors
Utah
$207K -$9.69K -393 -4%

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.