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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
EP
1426
Edgestream Partners
New Jersey
$237K +$203K +7,857 New
FPCP
1427
Fort Point Capital Partners
California
$235K +$201K +7,783 New
BAM
1428
Brave Asset Management
New Jersey
$235K +$202K +7,787 New
RWP
1429
RWA Wealth Partners
Massachusetts
$235K +$202K +7,796 New
AA
1430
Argent Advisors
Louisiana
$234K -$64.5K -2,490 -24%
CPWA
1431
Cerro Pacific Wealth Advisors
California
$234K +$201K +7,757 New
WA
1432
Wealth Alliance
New York
$233K +$200K +7,712 New
DC
1433
Diametric Capital
Massachusetts
$232K -$471K -18,205 -70%
LC
1434
Lindbrook Capital
California
$232K -$63.6K -2,456 -24%
PP
1435
PrairieView Partners
Minnesota
$232K
MC
1436
Middleton & Co
Massachusetts
$232K +$199K +7,686 New
EGA
1437
E&G Advisors
Texas
$232K +$199K +7,688 New
FPF
1438
First Pacific Financial
Washington
$231K -$81K -3,129 -29%
SFG
1439
Summit Financial Group
West Virginia
$231K +$198K +7,656 New
ACA
1440
Aptus Capital Advisors
Alabama
$231K +$198K +7,662 New
WAAG
1441
Wealth Alliance Advisory Group
Kansas
$231K +$198K +7,663 New
CWM
1442
Chesapeake Wealth Management
Virginia
$231K +$198K +7,667 New
SWM
1443
Stockman Wealth Management
Montana
$230K +$198K +7,637 New
WIA
1444
World Investment Advisors
California
$229K +$187K +7,242 New
OAM
1445
Occidental Asset Management
California
$229K +$197K +7,598 New
MFG
1446
Magnus Financial Group
New York
$228K -$221K -8,520 -53%
FFA
1447
Founders Financial Alliance
North Carolina
$228K -$10.1K -390 -5%
WSFS
1448
Wilmington Savings Fund Society
Delaware
$226K -$634K -24,492 -77%
FNBTCON
1449
First National Bank & Trust Co of Newtown
Pennsylvania
$226K -$111K -4,303 -37%
BONST
1450
Bank of Nova Scotia Trust
Ontario, Canada
$226K -$47.3K -1,827 -20%

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.