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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
Kayne Anderson Rudnick Investment Management
1451
Kayne Anderson Rudnick Investment Management
California
$80K -$3.03K -123 -3%
AP
1452
Arlington Partners
Alabama
$80K
JWM
1453
Janiczek Wealth Management
Colorado
$80K +$4.29K +174 +5%
AWM
1454
Atticus Wealth Management
Florida
$79K -$24.6K -1,000 -23%
VCM
1455
Versant Capital Management
Arizona
$79K -$12.9K -522 -13%
SMFG
1456
Sumitomo Mitsui Financial Group
Japan
$78K +$80K +3,248 +3,184%
CSPIA
1457
Cary Street Partners Investment Advisory
Virginia
$78K +$82.2K +3,334 New
SFFS
1458
Stonehage Fleming Financial Services
Jersey
$77K +$57.3K +2,326 +233%
PFBT
1459
Parkside Financial Bank & Trust
Missouri
$76K -$54.2K -2,199 -40%
JGIA
1460
Jackson Grant Investment Advisers
Connecticut
$76K -$25.4K -1,029 -24%
EFSCE
1461
Enterprise Financial Services Corp (EFSC)
Missouri
$75K -$4.31K -175 -5%
SM
1462
SG3 Management
Puerto Rico
$75K +$78.9K +3,200 New
JFGIW
1463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K -$31.8K -1,292 -30%
TI
1464
tru Independence
Oregon
$69K -$505K -20,495 -88%
SQA
1465
Simon Quick Advisors
New Jersey
$69K +$49 +2 +0.1%
CYG
1466
Clean Yield Group
Vermont
$67K
TCM
1467
Tradewinds Capital Management
Washington
$67K +$18.3K +741 +35%
BFC
1468
Bedel Financial Consulting
Indiana
$66K
HWA
1469
Heritage Wealth Advisors
Virginia
$65.8K
WPA
1470
West Paces Advisors
Georgia
$65.2K -$11K -446 -14%
CAL
1471
Capital Analysts LLC
Pennsylvania
$65K +$173 +7 +0.3%
ATC
1472
Adirondack Trust Company
New York
$64K -$32.6K -1,322 -33%
WAS
1473
Winch Advisory Services
Wisconsin
$64K +$271 +11 +0.4%
BCV
1474
Banque Cantonale Vaudoise
Switzerland
$64K +$16.3K +660 +32%
TWA
1475
TCI Wealth Advisors
Arizona
$63K -$6.75K -274 -9%

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.