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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
HR
1526
Hardy Reed
Mississippi
$260K -$885 -25 -0.4%
SAM
1527
Security Asset Management
New York
$258K +$234K +6,600 New
ZB
1528
Zions Bancorporation
Utah
$257K +$15.1K +426 +7%
DWM
1529
Denver Wealth Management
Colorado
$257K +$188K +5,300 New
TWP
1530
Tempus Wealth Planning
California
$255K +$231K +6,523 New
CCP
1531
Clarkston Capital Partners
Michigan
$254K +$230K +6,510 New
EWA
1532
ERTS Wealth Advisors
Michigan
$254K +$231K +6,512 New
TCOO
1533
Trust Company of Oklahoma
Oklahoma
$254K -$49.6K -1,400 -18%
VCAM
1534
Van Cleef Asset Management
Ohio
$253K +$229K +6,473 New
XSC
1535
X-Square Capital
Puerto Rico
$253K +$229K +6,476 New
EA
1536
Eclectic Associates
California
$253K +$229K +6,479 New
CFG
1537
CKW Financial Group
Hawaii
$252K
PWA
1538
Phoenix Wealth Advisors
North Carolina
$252K
TYCC
1539
Texas Yale Capital Corp
Florida
$251K -$135K -3,800 -37%
CS
1540
Comerica Securities
Michigan
$251K -$101K -2,867 -31%
VA
1541
Valmark Advisers
Ohio
$251K +$227K +6,418 New
SSB
1542
Sandy Spring Bank
Maryland
$250K -$183K -5,164 -45%
CCM
1543
Chiron Capital Management
Florida
$249K -$520K -14,700 -70%
TCWA
1544
Ten Capital Wealth Advisors
Washington
$247K
CAC
1545
Certified Advisory Corp
Florida
$247K +$223K +6,305 New
MFW
1546
Mosaic Family Wealth
Missouri
$247K +$224K +6,333 New
HAS
1547
HBW Advisory Services
California
$247K +$224K +6,334 New
ACA
1548
Aptus Capital Advisors
Alabama
$246K -$47.9K -1,354 -18%
FRA
1549
Front Row Advisors
California
$246K +$17.7K +500 +9%
1IA
1550
1834 Investment Advisors
Wisconsin
$245K -$3.5K -99 -2%

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.