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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
HFG
1376
Heron Financial Group
New York
$359K -$8.32K -235 -3%
AWA
1377
Acorn Wealth Advisors
Michigan
$356K +$3.26K +92 +1%
TCM
1378
Tributary Capital Management
Nebraska
$356K +$10.6K +300 +3%
NIM
1379
Northeast Investment Management
Massachusetts
$355K -$212K -6,000 -40%
NPA
1380
Nichols & Pratt Advisers
Massachusetts
$352K
BWM
1381
BigSur Wealth Management
Florida
$352K +$70.8K +2,000 +29%
AIC
1382
Ameritas Investment Company
Nebraska
$352K +$319K +9,004 New
GBT
1383
Grove Bank & Trust
Florida
$351K
POIA
1384
Pin Oak Investment Advisors
Texas
$351K
IHWM
1385
Iron Horse Wealth Management
Iowa
$351K +$7.61K +215 +2%
KPW
1386
Kore Private Wealth
New York
$350K -$69.5K -1,962 -18%
CA
1387
Continuum Advisory
Idaho
$350K +$30.4K +858 +12%
PCG
1388
Private Capital Group
Connecticut
$347K -$65K -1,835 -17%
SMG
1389
Spectrum Management Group
Indiana
$347K -$50.2K -1,417 -14%
SVWAG
1390
Sound View Wealth Advisors Group
Georgia
$347K +$7.26K +205 +2%
LC
1391
Lindbrook Capital
California
$345K +$40K +1,131 +15%
RWA
1392
River Wealth Advisors
Pennsylvania
$344K -$3.4K -96 -1%
Financial Engines Advisors
1393
Financial Engines Advisors
California
$341K +$30.7K +868 +11%
VDI
1394
Vaughan David Investments
Illinois
$340K -$99.1K -2,799 -24%
CWP
1395
Concord Wealth Partners
Virginia
$340K -$72K -2,033 -19%
SFG
1396
SNS Financial Group
Minnesota
$340K -$10.2K -289 -3%
BCV
1397
Banque Cantonale Vaudoise
Switzerland
$339K -$12.8K -362 -4%
FFA
1398
Founders Financial Alliance
North Carolina
$339K -$2.48K -70 -0.9%
WAP
1399
Wealthcare Advisory Partners
Pennsylvania
$339K +$307K +8,684 New
M
1400
MOTCO
Texas
$338K -$8.6K -243 -3%

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.