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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
FNBTCON
1476
First National Bank & Trust Co of Newtown
Pennsylvania
$291K -$35 -1 -0%
LWM
1477
Liberty Wealth Management
California
$291K
PMFA
1478
Plante Moran Financial Advisors
Michigan
$291K +$84.2K +2,378 +47%
MCM
1479
Maryland Capital Management
Maryland
$290K -$18.5K -522 -7%
NJBEST
1480
New Jersey Better Educational Savings Trust
New Jersey
$289K
WW
1481
Westshore Wealth
California
$289K +$262K +7,394 New
CAGAS
1482
Capital Advisory Group Advisory Services
Minnesota
$288K +$22.3K +630 +9%
WCG
1483
Weaver Consulting Group
California
$288K +$261K +7,359 New
Alyeska Investment Group
1484
Alyeska Investment Group
Illinois
$287K -$21.5M -607,738 -99%
PGIM
1485
Pacific Global Investment Management
California
$287K +$5.24K +148 +2%
WC
1486
Weil Company
California
$286K +$14.2K +400 +6%
SWM
1487
Stockman Wealth Management
Montana
$285K -$12.4K -350 -5%
SB
1488
Sunflower Bank
Texas
$285K -$4.39K -124 -2%
ACM
1489
Adalta Capital Management
New York
$285K +$10.6K +300 +4%
OL
1490
Optas LLC
Texas
$285K +$259K +7,305 New
EFM
1491
E Fund Management
China
$284K +$257K +7,268 New
BOS
1492
Bingham Osborn & Scarborough
California
$283K -$83.3K -2,353 -24%
MC
1493
Middleton & Co
Massachusetts
$283K -$15.9K -450 -6%
GAM
1494
Gould Asset Management
California
$282K -$131K -3,702 -34%
FIM
1495
Fruth Investment Management
Texas
$282K -$7.08K -200 -3%
22CM
1496
20/20 Capital Management
California
$282K
CCC
1497
Chelsea Counsel Company
California
$281K
BFG
1498
Bouchey Financial Group
New York
$281K +$254K +7,187 New
GD
1499
Grandfield & Dodd
New York
$280K +$249K +7,042 New
MRCM
1500
M&R Capital Management
New Jersey
$279K -$73.1K -2,065 -22%

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.