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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
PPP
1351
Private Portfolio Partners
New Jersey
$284K -$16.3K -628 -6%
CIC
1352
Crawford Investment Counsel
Georgia
$283K -$16.8K -650 -6%
AIM
1353
Anchor Investment Management
South Carolina
$281K -$120K -4,652 -33%
WC
1354
Woodstock Corp
Massachusetts
$280K
CS
1355
Comerica Securities
Michigan
$280K +$10.3K +399 +4%
PCM
1356
Palisade Capital Management
New Jersey
$279K -$25.9K -1,000 -10%
MSAM
1357
Moloney Securities Asset Management
Missouri
$279K -$78 -3 -0%
CA
1358
Cornerstone Advisory
Maryland
$278K -$21.9K -847 -8%
JC
1359
Jacobs & Co
California
$278K
MRCM
1360
M&R Capital Management
New Jersey
$277K -$165K -6,371 -41%
AAP
1361
Arax Advisory Partners
Colorado
$276K -$2.36K -91 -1%
AWAP
1362
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$275K +$236K +9,115 New
BCV
1363
Banque Cantonale Vaudoise
Switzerland
$273K +$164K +6,329 +234%
NPA
1364
Nichols & Pratt Advisers
Massachusetts
$272K -$167K -6,460 -42%
AWA
1365
Acorn Wealth Advisors
Michigan
$272K -$9.73K -376 -4%
PWAP
1366
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$272K -$1.53K -59 -0.6%
SFG
1367
SNS Financial Group
Minnesota
$271K -$1.42K -55 -0.6%
GBT
1368
Grove Bank & Trust
Florida
$271K +$1.53K +59 +0.7%
POIA
1369
Pin Oak Investment Advisors
Texas
$271K +$17.5K +676 +8%
MSFS
1370
Main Street Financial Solutions
Pennsylvania
$271K +$232K +8,980 New
9WM
1371
9258 Wealth Management
Ohio
$270K -$103K -3,986 -31%
FPCG
1372
Fort Pitt Capital Group
Pennsylvania
$270K -$87.8K -3,391 -27%
RWA
1373
River Wealth Advisors
Pennsylvania
$269K -$8.62K -333 -4%
SC
1374
Schulhoff & Co
Ohio
$268K -$19.2K -742 -8%
M
1375
MOTCO
Texas
$268K

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.