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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
RFM
1401
Royal Fund Management
Florida
$337K -$5.95K -168 -2%
SC
1402
Schulhoff & Co
Ohio
$335K -$10.6K -299 -3%
EP
1403
Eudaimonia Partners
Tennessee
$335K +$106 +3 +0%
KNW
1404
Kesler Norman & Wride
Utah
$334K +$6.44K +182 +2%
LD
1405
Lipe & Dalton
New York
$334K +$49.6K +1,400 +20%
ARTA
1406
A.R.T. Advisors
New York
$334K +$302K +8,541 New
AI
1407
AXS Investments
New York
$334K +$303K +8,554 New
Aristotle Capital Management
1408
Aristotle Capital Management
California
$332K +$301K +8,500 New
HHGA
1409
Halbert Hargrove Global Advisors
California
$331K -$6.83K -193 -2%
AA
1410
Argent Advisors
Louisiana
$331K +$25.8K +728 +9%
PIA
1411
Perennial Investment Advisors
California
$331K +$56.2K +1,588 +23%
DP
1412
Denver PWM
Colorado
$330K -$3.54K -100 -0.7%
CA
1413
Calton & Associates
Florida
$328K -$763K -21,541 -72%
HWA
1414
HCR Wealth Advisors
California
$326K -$232K -6,552 -44%
CST
1415
Charles Schwab Trust
Nevada
$326K -$6.12K -173 -2%
PWM
1416
PBMares Wealth Management
Virginia
$326K +$295K +8,344 New
TIA
1417
Traphagen Investment Advisors
New Jersey
$326K -$13.2K -373 -4%
ITIM
1418
Indiana Trust & Investment Management
Indiana
$325K -$67.7K -1,913 -19%
JCM
1419
Janney Capital Management
Pennsylvania
$325K -$71 -2 -0%
JHP
1420
James Hambro & Partners
United Kingdom
$324K
CCM
1421
Cohen Capital Management
California
$324K +$885 +25 +0.3%
MWP
1422
MYCIO Wealth Partners
Pennsylvania
$324K +$293K +8,283 New
SOW
1423
State of Wyoming
Wyoming
$322K +$291K +8,232 New
CA
1424
Cornerstone Advisory
Maryland
$321K -$35.3K -997 -11%
JLBC
1425
J.L. Bainbridge & Co
Florida
$321K -$10.7K -301 -4%

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.