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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
VWA
1501
Visionary Wealth Advisors
Illinois
$277K -$3.6M -101,770 -93%
SVCP
1502
Silicon Valley Capital Partners
California
$277K -$293K -8,271 -54%
SAS
1503
Sanford Advisory Services
Michigan
$277K
LKIM
1504
Lawson Kroeker Investment Management
Nebraska
$275K -$2.65K -75 -1%
STA
1505
Summit Trail Advisors
New York
$274K -$11.5K -325 -4%
ATPW
1506
Ashton Thomas Private Wealth
Arizona
$274K -$10.6K -300 -4%
MSFS
1507
Main Street Financial Solutions
Pennsylvania
$273K -$70.3K -1,985 -22%
AA
1508
Auxano Advisors
Washington
$272K +$247K +6,970 New
VC
1509
Vicus Capital
Pennsylvania
$271K -$31.6K -892 -11%
JWBC
1510
John W. Brooker & Co
California
$270K -$122K -3,452 -33%
HFA
1511
HC Financial Advisors
California
$269K -$11.5K -326 -5%
PB
1512
Pinnacle Bancorp
Nebraska
$269K -$11.2K -315 -4%
BFWA
1513
Benchmark Financial Wealth Advisors
Florida
$269K +$243K +6,875 New
VST
1514
Van Strum & Towne
California
$267K -$70.8K -2,000 -23%
TF
1515
Tompkins Financial
New York
$267K -$38K -1,074 -14%
SXL
1516
Summit X LLC
Missouri
$267K +$241K +6,800 New
FB
1517
First Bancorp
Maine
$267K +$242K +6,831 New
EWM
1518
Edge Wealth Management
New York
$266K +$190K +5,355 +370%
TFF
1519
The Family Firm
Maryland
$265K +$71 +2 +0%
WBC
1520
West Branch Capital
Massachusetts
$265K +$240K +6,789 New
TTWM
1521
TCV Trust & Wealth Management
Virginia
$264K +$239K +6,738 New
SIG
1522
Sky Investment Group
Connecticut
$263K -$21.1K -595 -8%
AWM
1523
Altavista Wealth Management
North Carolina
$262K
HKIM
1524
Hayek Kallen Investment Management
Alabama
$261K -$9.7K -274 -4%
LCS
1525
Levin Capital Strategies
New York
$261K -$3.54K -100 -1%

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.