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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
MWC
1526
MBM Wealth Consultants
Missouri
$26K
HWA
1527
HHM Wealth Advisors
Tennessee
$24K -$2.73K -111 -10%
WAM
1528
Westport Asset Management
Connecticut
$24K
TF
1529
TimeScale Financial
Massachusetts
$24K +$7.47K +303 +44%
TAIM
1530
TD Ameritrade Investment Management
Nebraska
$24K +$10K +407 +65%
AIC
1531
Archer Investment Corporation
Indiana
$23.7K -$384K -15,600 -94%
APWM
1532
Atlas Private Wealth Management
New York
$23K -$8.8K -357 -26%
MCA
1533
Mercer Capital Advisers
New Jersey
$23K -$4.61K -187 -16%
ED
1534
Exane Derivatives
France
$22.9K
TH
1535
TCTC Holdings
Texas
$22K -$95.5K -3,875 -81%
YAL
1536
Your Advocates Ltd
Texas
$22K
GEA
1537
Glen Eagle Advisors
New Jersey
$22K -$43.3K -1,759 -65%
LWA
1538
Lenox Wealth Advisors
New York
$21K
PS
1539
Planned Solutions
California
$21K +$22.2K +900 New
APWA
1540
Atlas Private Wealth Advisors
New Jersey
$20K -$29.6K -1,200 -58%
OSNBOA
1541
Old Second National Bank of Aurora
Illinois
$19K -$726K -29,454 -97%
PAI
1542
Pittenger & Anderson Inc
Nebraska
$19K -$101K -4,100 -84%
AIM
1543
AIA Investment Management
Singapore
$19K
CFFP
1544
Center for Financial Planning
Michigan
$19K
CAC
1545
Cowen and Company
New York
$19K +$20.2K +820 New
VRM
1546
Vectors Research Management
New York
$18K -$4.86K -197 -21%
LF
1547
Lee Financial
Texas
$18K
WOC
1548
West Oak Capital
California
$18K
EWM
1549
Endurance Wealth Management
Rhode Island
$17K
KFS
1550
Kelly Financial Services
Massachusetts
$16.8K -$7.37K -299 -29%

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.