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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
WB
1476
West Bancorporation
Iowa
$63K -$2.79K -113 -4%
CAM
1477
CenterStar Asset Management
Illinois
$63K
FP
1478
Financial Perspectives
Minnesota
$62.7K
BWM
1479
BNC Wealth Management
Oregon
$62K +$64.8K +2,630 New
IF
1480
Ironwood Financial
Arizona
$61K
PWMG
1481
Prestige Wealth Management Group
New Jersey
$60K -$46.9K -1,905 -43%
DOA
1482
D'Orazio & Associates
Virginia
$60K +$49 +2 +0.1%
SLF
1483
Sun Life Financial
Ontario, Canada
$58K -$315K -12,790 -84%
FCM
1484
Firestone Capital Management
Florida
$58K -$986 -40 -2%
AFIA
1485
America First Investment Advisors
Nebraska
$57K
SBL
1486
Sargent Bickham Lagudis
Colorado
$56K -$54.5K -2,212 -48%
GCM
1487
Gables Capital Management
Florida
$56K
HB
1488
Horizon Bancorp
Indiana
$55K
AWM
1489
AllSquare Wealth Management
New York
$54K
LFG
1490
LifePlan Financial Group
Ohio
$54K
NFSG
1491
Newbridge Financial Services Group
Florida
$54K +$56.6K +2,298 New
RIA
1492
RPG Investment Advisory
California
$50K
FFC
1493
First Financial Corp
Indiana
$48K -$1.21K -49 -2%
CFN
1494
Cordasco Financial Network
Florida
$48K +$13.1K +531 +35%
NL
1495
NVWM LLC
Pennsylvania
$47K
CFO
1496
CVA Family Office
Colorado
$47K +$24.6K +1,000 +100%
BWA
1497
BDO Wealth Advisors
Florida
$46K -$27.1K -1,100 -36%
PWM
1498
Provident Wealth Management
Tennessee
$45K +$46.8K +1,900 New
LTI
1499
Laffer Tengler Investments
Tennessee
$44.7K +$46.9K +1,903 New
PIA
1500
Powell Investment Advisors
Florida
$44K -$142K -5,744 -75%

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.