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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
AL
1401
AJO LP
Pennsylvania
$250K +$215K +8,308 New
BHWM
1402
Bar Harbor Wealth Management
New Hampshire
$249K -$65.7K -2,537 -23%
NAM
1403
NorthCoast Asset Management
Connecticut
$249K +$214K +8,252 New
WPW
1404
Waldron Private Wealth
Pennsylvania
$248K -$57.8K -2,232 -21%
FPFS
1405
First Personal Financial Services
North Carolina
$248K -$20.7K -800 -9%
WCM
1406
Windsor Capital Management
Arizona
$248K +$213K +8,238 New
AF
1407
Arrow Financial
New York
$247K -$3.83K -148 -2%
IBOK
1408
Independence Bank of Kentucky
Kentucky
$246K -$17.2K -665 -8%
BTW
1409
Boston Trust Walden
Massachusetts
$244K -$88K -3,400 -30%
BFIC
1410
Bedell Frazier Investment Counselling
California
$244K +$209K +8,079 New
CAM
1411
Cidel Asset Management
Ontario, Canada
$244K +$210K +8,100 New
MMG
1412
Monetary Management Group
Missouri
$243K -$6.47K -250 -3%
RIA
1413
Regal Investment Advisors
Michigan
$243K +$208K +8,037 New
AW
1414
Avion Wealth
Texas
$242K +$16.1K +622 +8%
OWIM
1415
Old West Investment Management
California
$242K +$208K +8,037 New
BWM
1416
Bulltick Wealth Management
Florida
$241K +$207K +8,000 New
PAMP
1417
Polar Asset Management Partners
Ontario, Canada
$241K +$207K +7,979 New
WCM
1418
Washington Capital Management
Washington
$241K +$207K +8,000 New
MCM
1419
Maryland Capital Management
Maryland
$240K -$105K -4,050 -34%
TF
1420
Tompkins Financial
New York
$239K -$60.4K -2,335 -23%
TCOO
1421
Trust Company of Oklahoma
Oklahoma
$238K -$31.1K -1,200 -13%
ACM
1422
Alta Capital Management
Utah
$238K -$340K -13,124 -62%
TNBTD
1423
Trustmark National Bank Trust Department
Mississippi
$238K -$251K -9,677 -55%
VC
1424
Vicus Capital
Pennsylvania
$237K -$53.2K -2,055 -21%
Financial Engines Advisors
1425
Financial Engines Advisors
California
$237K -$21.5K -829 -10%

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.