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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
FPFS
1426
First Personal Financial Services
North Carolina
$321K
JG
1427
Jefferies Group
New York
$319K +$97.9K +2,765 +51%
FCFC
1428
First Citizens Financial Corp
Iowa
$319K -$216K -6,105 -43%
RIM
1429
Reliant Investment Management
Tennessee
$319K -$145K -4,100 -33%
MA
1430
MCF Advisors
Kentucky
$319K +$150K +4,235 +108%
WCM
1431
Weld Capital Management
New York
$319K +$289K +8,156 New
HGWM
1432
Horst & Graben Wealth Management
Oregon
$318K +$288K +8,129 New
WC
1433
Westhampton Capital
North Carolina
$316K -$10.6K -300 -4%
BTW
1434
Boston Trust Walden
Massachusetts
$316K
CAM
1435
Cidel Asset Management
Ontario, Canada
$316K
LA
1436
Latitude Advisors
Florida
$315K -$295K -8,338 -51%
MMG
1437
Monetary Management Group
Missouri
$315K
WCM
1438
Washington Capital Management
Washington
$313K
AII
1439
AGF Investments Inc
Ontario, Canada
$313K +$283K +8,000 New
PCA
1440
Providence Capital Advisors
North Carolina
$312K -$266K -7,525 -49%
WCM
1441
Windsor Capital Management
Arizona
$312K -$8.11K -229 -3%
AIM
1442
Anchor Investment Management
South Carolina
$312K -$46.9K -1,324 -14%
WCM
1443
Wedge Capital Management
North Carolina
$311K +$282K +7,953 New
MW
1444
Marcum Wealth
Ohio
$310K +$281K +7,933 New
CGH
1445
CMG Global Holdings
Texas
$309K +$280K +7,920 New
LSAG
1446
Lake Street Advisors Group
New Hampshire
$308K -$220K -6,210 -44%
AF
1447
Arrow Financial
New York
$308K -$9.91K -280 -3%
IBOK
1448
Independence Bank of Kentucky
Kentucky
$308K -$9.91K -280 -3%
CBN
1449
Cadence Bank NA
Texas
$308K +$14.7K +414 +6%
MWM
1450
Minot Wealth Management
Massachusetts
$308K +$15.3K +433 +6%

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.