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Wells Fargo

1,757 hedge funds and large institutions have $87B invested in Wells Fargo in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 488 increasing their positions, 843 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 109

47% more funds holding in top 10

Funds holding in top 10: 5784 (+27)

31% more capital invested

Capital invested by funds: $66.4B → $87B (+$20.6B)

13% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.15B

9% more funds holding

Funds holding: 1,6171,757 (+140)

1.1% more ownership

Funds ownership: 68.65%69.76% (+1.1%)

42% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 843

Holders
1,757
Holders Change
+140
Holders Change %
+8.66%
% of All Funds
31.09%
Holding in Top 10
84
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+47.37%
% of All Funds
1.49%
New
275
Increased
488
Reduced
843
Closed
109
Calls
$3.56B
Puts
$3.15B
Net Calls
+$415M
Net Calls Change
+$494M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1526
Sugarloaf Wealth Management
Georgia
$139K -$2.33K -90 -2%
SNT
1527
Security National Trust
West Virginia
$138K -$90.2K -3,485 -43%
LJHT
1528
Laurie J. Hall Trustee
$138K -$71.2K -2,750 -37%
SCM
1529
Silvant Capital Management
Georgia
$137K
HBT
1530
Hills Bank & Trust
Iowa
$135K -$2.59K -100 -2%
SAM
1531
S.A. Mason
Michigan
$133K
TC
1532
Trust Company
Kansas
$130K -$41.3K -1,594 -27%
RFA
1533
Reilly Financial Advisors
California
$129K +$4.5K +174 +4%
PFGIA
1534
Patriot Financial Group Insurance Agency
Massachusetts
$127K -$50.1K -1,934 -31%
CWC
1535
Carolinas Wealth Consulting
North Carolina
$123K -$14.3K -551 -12%
TCM
1536
Tradewinds Capital Management
Washington
$122K +$31.7K +1,223 +43%
HWM
1537
HighMark Wealth Management
Minnesota
$121K +$94.2K +3,637 +965%
AIM
1538
Arcadia Investment Management
Michigan
$120K -$72.1K -2,784 -41%
MA
1539
MCF Advisors
Kentucky
$119K -$168K -6,473 -62%
PFA
1540
Professional Financial Advisors
Nebraska
$119K
PCA
1541
Peddock Capital Advisors
Massachusetts
$118K +$101K +3,905 New
HR
1542
Howe & Rusling
New York
$117K -$67.3K -2,600 -40%
SSC
1543
Syverson Strege & Co
Iowa
$117K +$101K +3,884 New
CHC
1544
City Holding Co
West Virginia
$115K -$1.33M -51,427 -93%
FCB
1545
First Command Bank
Texas
$114K -$37.5K -1,448 -28%
FCFS
1546
First Command Financial Services
Texas
$114K -$37.5K -1,448 -28%
AWA
1547
Arkadios Wealth Advisors
Georgia
$113K +$82.3K +3,178 +550%
FCM
1548
Firestone Capital Management
Florida
$112K +$31.6K +1,221 +49%
TFS
1549
TrustCore Financial Services
Tennessee
$111K -$112K -4,328 -54%
APC
1550
Aspire Private Capital
North Carolina
$111K +$337 +13 +0.4%

WFC Hedge Fund Activity: Q4 2020 in Review

1,757 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2020, worth a combined $87B — up 31% from $66.4B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new WFC positions and 109 closed out — a net gain of 166 holders — while 488 added to existing stakes and 843 trimmed.

The largest buyer was Sanders Capital, adding an estimated $947M. The largest seller was Berkshire Hathaway, cutting an estimated $1.94B.

  • 1,757 institutional investors held Wells Fargo (WFC) as of Q4 2020, up from 1,617 in Q3 2020.
  • Funds reported $87B of Wells Fargo stock for Q4 2020, up 31% quarter-over-quarter.
  • 275 funds opened new Wells Fargo positions in Q4 2020 and 109 closed out, a net change of +166 holders.
  • The largest Wells Fargo buyer in Q4 2020 was Sanders Capital, an estimated $947M added.
  • The largest Wells Fargo seller in Q4 2020 was Berkshire Hathaway, an estimated $1.94B sold.

Based on aggregated 13F filings for Q4 2020.