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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
LA
1376
LVW Advisors
New York
$206K -$1.88M -76,476 -90%
Financial Engines Advisors
1377
Financial Engines Advisors
California
$204K -$1.92K -78 -0.9%
PWP
1378
Principle Wealth Partners
Connecticut
$203K -$66.9K -2,716 -24%
AB
1379
Atlas Brown
Kentucky
$202K -$41K -1,663 -16%
JLBC
1380
J.L. Bainbridge & Co
Florida
$202K
EP
1381
Eudaimonia Partners
Tennessee
$202K +$24.2K +982 +13%
EI
1382
Ethic Inc
New York
$202K +$212K +8,592 New
JCM
1383
Janney Capital Management
Pennsylvania
$201K -$371K -15,068 -64%
HHGA
1384
Halbert Hargrove Global Advisors
California
$201K +$2K +81 +1%
B
1385
Bellecapital
Switzerland
$200K -$185K -7,490 -47%
BW
1386
Bison Wealth
Georgia
$199K +$22.2K +900 +12%
AF
1387
Arrow Financial
New York
$196K -$32.7K -1,325 -14%
POIA
1388
Pin Oak Investment Advisors
Texas
$196K +$4.88K +198 +2%
MMG
1389
Monetary Management Group
Missouri
$195K
ME
1390
McIlrath & Eck
Washington
$191K +$49 +2 +0%
SNT
1391
Security National Trust
West Virginia
$189K -$136K -5,505 -41%
TFS
1392
TrustCore Financial Services
Tennessee
$188K +$4.83K +196 +3%
FFA
1393
Founders Financial Alliance
North Carolina
$188K +$197K +7,986 New
AII
1394
AGF Investments Inc
Ontario, Canada
$182K +$38.2K +1,552 +25%
PP
1395
PrairieView Partners
Minnesota
$181K -$16.8K -681 -8%
PB
1396
Pinnacle Bancorp
Nebraska
$177K -$11.2K -453 -6%
PFO
1397
Pathstone Family Office
New Jersey
$175K +$9.49K +385 +5%
AW
1398
Avion Wealth
Texas
$174K +$5.99K +243 +3%
PCM
1399
Penserra Capital Management
California
$173K -$494K -20,039 -73%
LJHT
1400
Laurie J. Hall Trustee
$173K +$181K +7,339 New

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.