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Wells Fargo

1,872 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 680 increasing their positions, 716 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 115

30% more capital invested

Capital invested by funds: $87B → $113B (+$26.2B)

25% more funds holding in top 10

Funds holding in top 10: 84105 (+21)

19% more call options, than puts

Call options by funds: $4.21B | Put options by funds: $3.53B

7% more funds holding

Funds holding: 1,7561,872 (+116)

0.47% more ownership

Funds ownership: 69.76%70.23% (+0.47%)

5% less repeat investments, than reductions

Existing positions increased: 680 | Existing positions reduced: 716

Holders
1,872
Holders Change
+116
Holders Change %
+6.61%
% of All Funds
32.87%
Holding in Top 10
105
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25%
% of All Funds
1.84%
New
244
Increased
680
Reduced
716
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$259M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1351
Wealth Alliance
New York
$382K +$73.6K +2,078 +27%
CPA
1352
Court Place Advisors
Maryland
$381K
OCM
1353
Osterweis Capital Management
California
$381K
BCA
1354
Bray Capital Advisors
Florida
$381K +$92.1K +2,602 +36%
BCCM
1355
Bridge Creek Capital Management
Massachusetts
$380K -$9.77K -276 -3%
PSB
1356
Piscataqua Savings Bank
New Hampshire
$380K +$344K +9,731 New
ONST
1357
Old North State Trust
North Carolina
$379K -$12.4K -350 -3%
BWP
1358
Baldwin Wealth Partners
Massachusetts
$379K
CFG
1359
Cooper Financial Group
California
$376K -$231K -6,532 -40%
HFM
1360
Hartford Financial Management
Connecticut
$375K -$1.77K -50 -0.5%
FPB
1361
First PREMIER Bank
South Dakota
$372K
EF
1362
Exeter Financial
Arizona
$371K
NWM
1363
Northwest Wealth Management
Iowa
$367K -$1.56K -44 -0.5%
CIM
1364
CIM Investment Management
Pennsylvania
$366K -$13K -366 -4%
CIC
1365
Crawford Investment Counsel
Georgia
$366K
9WM
1366
9258 Wealth Management
Ohio
$366K +$14.5K +410 +5%
SAM
1367
S.A. Mason
Michigan
$365K +$175K +4,936 +112%
KFGK
1368
Keystone Financial Group (Kentucky)
Kentucky
$364K -$35.6K -1,006 -10%
MMA
1369
Miracle Mile Advisors
California
$363K -$222K -6,270 -40%
WC
1370
Woodstock Corp
Massachusetts
$362K
CIM
1371
Contravisory Investment Management
Massachusetts
$362K +$328K +9,259 New
Koshinski Asset Management
1372
Koshinski Asset Management
Illinois
$362K +$328K +9,268 New
BCM
1373
Brookstone Capital Management
Illinois
$360K -$15.7K -444 -5%
JC
1374
Jacobs & Co
California
$360K
SCM
1375
Southport Capital Management
Tennessee
$359K -$234K -6,609 -42%

WFC Hedge Fund Activity: Q1 2021 in Review

1,872 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2021, worth a combined $113B — up 30% from $87B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new WFC positions and 115 closed out — a net gain of 129 holders — while 680 added to existing stakes and 716 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.13B. The largest seller was Berkshire Hathaway, cutting an estimated $1.83B.

  • 1,872 institutional investors held Wells Fargo (WFC) as of Q1 2021, up from 1,756 in Q4 2020.
  • Funds reported $113B of Wells Fargo stock for Q1 2021, up 30% quarter-over-quarter.
  • 244 funds opened new Wells Fargo positions in Q1 2021 and 115 closed out, a net change of +129 holders.
  • The largest Wells Fargo buyer in Q1 2021 was Fidelity Investments, an estimated $1.13B added.
  • The largest Wells Fargo seller in Q1 2021 was Berkshire Hathaway, an estimated $1.83B sold.

Based on aggregated 13F filings for Q1 2021.