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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
1426
Berman Capital Advisors
Georgia
$119K +$94.8K +3,846 +311%
WCG
1427
Weaver Consulting Group
California
$118K +$29.6K +1,200 +31%
PMFA
1428
Plante Moran Financial Advisors
Michigan
$114K +$370 +15 +0.3%
PO
1429
Private Ocean
California
$111K +$9.69K +393 +9%
SWM
1430
Sugarloaf Wealth Management
Georgia
$110K -$986 -40 -0.8%
ACM
1431
AUA Capital Management
Pennsylvania
$110K +$26.7K +1,084 +30%
CWC
1432
Carolinas Wealth Consulting
North Carolina
$109K -$2.88K -117 -2%
HBT
1433
Hills Bank & Trust
Iowa
$107K -$213K -8,627 -65%
PW
1434
Price Wealth
Texas
$107K +$2.56K +104 +2%
CFD
1435
Creative Financial Designs
Indiana
$107K +$36.7K +1,488 +49%
SCM
1436
Silvant Capital Management
Georgia
$106K
NIM
1437
NuWave Investment Management
New Jersey
$106K +$33K +1,339 +42%
SAM
1438
S.A. Mason
Michigan
$104K -$2.46K -100 -2%
CAGAS
1439
Capital Advisory Group Advisory Services
Minnesota
$103K +$32.4K +1,316 +43%
RFA
1440
Reilly Financial Advisors
California
$97K -$18.2K -737 -15%
RWA
1441
Ropes Wealth Advisors
Massachusetts
$96K -$24.8K -1,006 -20%
EWA
1442
Evolution Wealth Advisors
Florida
$95K +$45.2K +1,834 +83%
VC
1443
Veracity Capital
Georgia
$87K -$5.4K -219 -0.4%
SIAS
1444
Shine Investment Advisory Services
Colorado
$87K +$9.86K +400 +12%
CAL
1445
Capital Advisors Ltd
Ohio
$87K +$21.2K +859 +491%
MHR
1446
Matthew Hamilton Rosenberg
$86K -$83.4K -3,384 -49%
CB
1447
CNB Bank
Pennsylvania
$86K -$76.5K -3,105 -46%
APC
1448
Aspire Private Capital
North Carolina
$86K +$90.7K +3,679 New
PFA
1449
Professional Financial Advisors
Nebraska
$84K +$96.9K +3,931 New
BDWM
1450
Brewin Dolphin Wealth Management
Ireland
$81.7K -$25.6K -1,040 -23%

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.