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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
SP
1451
Successful Portfolios
Florida
$308K +$279K +7,876 New
AW
1452
Avion Wealth
Texas
$307K -$5.31K -150 -2%
GI
1453
Gradient Investments
Minnesota
$305K -$177K -4,998 -39%
RWP
1454
RWA Wealth Partners
Massachusetts
$305K +$35 +1 +0%
BAM
1455
Brave Asset Management
New Jersey
$304K
FPCP
1456
Fort Point Capital Partners
California
$304K
OWA
1457
Octavia Wealth Advisors
Ohio
$304K +$39K +1,101 +16%
WSTAM
1458
Wilbanks Smith & Thomas Asset Management
Virginia
$303K +$35.9K +1,015 +15%
WPW
1459
Waldron Private Wealth
Pennsylvania
$302K -$17.8K -502 -6%
BFIC
1460
Bedell Frazier Investment Counselling
California
$302K -$12.6K -357 -4%
WIA
1461
World Investment Advisors
California
$302K +$4.32K +122 +2%
HWMG
1462
Hurlow Wealth Management Group
Indiana
$302K +$25.4K +718 +10%
PP
1463
PrairieView Partners
Minnesota
$301K
PP
1464
Patten & Patten
Tennessee
$301K +$12.8K +361 +5%
SA
1465
Strategic Advisors
New York
$300K -$38.5K -1,088 -12%
WCM
1466
Wallace Capital Management
Texas
$300K -$1.17K -33 -0.5%
EGA
1467
E&G Advisors
Texas
$300K
SNBOSCI
1468
Security National Bank of Sioux City Iowa
Iowa
$300K +$272K +7,690 New
HA
1469
HYA Advisors
Missouri
$298K +$270K +7,624 New
TNBTD
1470
Trustmark National Bank Trust Department
Mississippi
$296K -$11.8K -332 -4%
MSAM
1471
Moloney Securities Asset Management
Missouri
$295K -$60.1K -1,698 -18%
PL
1472
Plancorp LLC
Missouri
$295K -$29.7K -838 -10%
ICM
1473
Islay Capital Management
Texas
$293K -$302K -8,517 -53%
UFA
1474
US Financial Advisors
Massachusetts
$292K +$265K +7,483 New
SIC
1475
Samalin Investment Counsel
New York
$291K -$42K -1,185 -14%

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.