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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
CBN
1451
Cadence Bank NA
Texas
$226K +$193K +7,472 New
MWM
1452
Minot Wealth Management
Massachusetts
$225K +$193K +7,460 New
SB
1453
Sunflower Bank
Texas
$224K +$192K +7,420 New
CA
1454
Continuum Advisory
Idaho
$224K +$192K +7,435 New
FIM
1455
Fruth Investment Management
Texas
$224K +$193K +7,442 New
NJBEST
1456
New Jersey Better Educational Savings Trust
New Jersey
$223K -$111K -4,299 -37%
OA
1457
Oxbow Advisors
Texas
$223K -$64.6K -2,495 -25%
LRPA
1458
L. Roy Papp & Associates
Arizona
$223K +$191K +7,388 New
SWRP
1459
Summit Wealth & Retirement Planning
California
$223K +$191K +7,388 New
22CM
1460
20/20 Capital Management
California
$222K +$187K +7,211 New
WI
1461
WrapManager Inc
California
$221K +$189K +7,307 New
PP
1462
Patten & Patten
Tennessee
$221K +$190K +7,332 New
SIG
1463
Sky Investment Group
Connecticut
$221K +$190K +7,336 New
STA
1464
Summit Trail Advisors
New York
$221K +$190K +7,336 New
ATPW
1465
Ashton Thomas Private Wealth
Arizona
$220K +$189K +7,305 New
NIM
1466
NuWave Investment Management
New Jersey
$220K +$72.5K +2,799 +62%
HFA
1467
HC Financial Advisors
California
$218K -$114K -4,389 -38%
PB
1468
Pinnacle Bancorp
Nebraska
$218K -$7.77K -300 -4%
TFF
1469
The Family Firm
Maryland
$217K +$176K +6,787 New
PGIM
1470
Pacific Global Investment Management
California
$217K +$186K +7,187 New
CCC
1471
Chelsea Counsel Company
California
$217K +$186K +7,202 New
VCWA
1472
Vanguard Capital Wealth Advisors
Colorado
$217K +$189K +7,300 New
LD
1473
Lipe & Dalton
New York
$216K -$195K -7,545 -51%
BCA
1474
Bray Capital Advisors
Florida
$216K +$78 +3 +0%
WCM
1475
Wallace Capital Management
Texas
$216K +$185K +7,147 New

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.