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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
BCA
1401
Bray Capital Advisors
Florida
$168K +$74 +3 +0%
HFRG
1402
Houlihan Financial Resource Group
Virginia
$167K +$170K +6,885 New
WAM
1403
Wolverine Asset Management
Illinois
$166K -$92.7K -3,763 -35%
EAM
1404
Erste Asset Management
Austria
$160K +$170K +6,883 New
OIA
1405
Optimum Investment Advisors
Illinois
$160K -$112K -4,543 -40%
AIM
1406
Arcadia Investment Management
Michigan
$159K -$2.46K -100 -1%
CFG
1407
CKW Financial Group
Hawaii
$157K +$37K +1,500 +29%
1IA
1408
1834 Investment Advisors
Wisconsin
$154K -$73K -2,963 -31%
HR
1409
Howe & Rusling
New York
$153K -$5.58M -226,596 -97%
KTC
1410
Kistler-Tiffany Companies
Pennsylvania
$149K +$27.3K +1,108 +21%
FHA
1411
Flagship Harbor Advisors
Massachusetts
$144K -$100K -4,077 -40%
PFGIA
1412
Patriot Financial Group Insurance Agency
Massachusetts
$144K +$68.4K +2,775 +82%
CCA
1413
Column Capital Advisors
Indiana
$141K +$87.5K +3,550 +145%
TC
1414
Trust Company
Kansas
$139K +$14.4K +586 +11%
ZB
1415
Zions Bancorporation
Utah
$138K -$15.7K -637 -10%
ARMC
1416
American Research & Management Company
Massachusetts
$137K -$20.9K -850 -13%
FHC
1417
First Horizon Corporation
Tennessee
$136K +$143K +5,821 New
FWM
1418
Focused Wealth Management
New York
$135K +$49.3K +2,001 +54%
SWA
1419
Sutton Wealth Advisors
Florida
$130K -$5.96K -242 -4%
NSB
1420
Norway Savings Bank
Maine
$127K -$46K -1,865 -26%
FCB
1421
First Command Bank
Texas
$123K -$34.7K -1,409 -21%
FCFS
1422
First Command Financial Services
Texas
$123K -$34.7K -1,409 -21%
BWA
1423
Burt Wealth Advisors
Maryland
$119K -$542 -22 -0.4%
LB
1424
Legacy Bridge
Iowa
$119K
RIM
1425
Rockbridge Investment Management
New York
$119K +$7.84K +318 +7%

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.