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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
TCCM
1551
Timber Creek Capital Management
Massachusetts
$16K -$6.8K -276 -28%
AA
1552
AlphaMark Advisors
Kentucky
$16K
SL
1553
Savior LLC
Massachusetts
$16K +$25 +1 +0.1%
CHA
1554
Carmichael Hill & Associates
Maryland
$16K +$4.93K +200 +40%
CMA
1555
Cedar Mountain Advisors
Oregon
$16K +$5.37K +218 +47%
HDIM
1556
Hanson & Doremus Investment Management
Vermont
$15K +$49 +2 +0.3%
GWMIA
1557
Global Wealth Management Investment Advisory
Florida
$14K -$31.8K -1,291 -69%
EAM
1558
Eukles Asset Management
Ohio
$14K +$3.77K +153 +34%
FGA
1559
Fortis Group Advisors
New Jersey
$14K +$15.3K +620 New
AWA
1560
Arkadios Wealth Advisors
Georgia
$13.2K +$1.01K +41 +8%
LGWM
1561
Litman Gregory Wealth Management
California
$13K
HCA
1562
Horan Capital Advisors
Ohio
$13K +$14K +569 New
KPCM
1563
Kings Point Capital Management
New York
$12K
NCM
1564
New Capital Management
Texas
$12K
BCM
1565
Bourgeon Capital Management
Connecticut
$12K +$11.1K +452 +628%
CPW
1566
Catalyst Private Wealth
California
$12K +$12.4K +502 New
KCM
1567
Kathmere Capital Management
Pennsylvania
$11K +$11.5K +466 New
TFM
1568
TFC Financial Management
Massachusetts
$11K +$11.8K +479 New
PFWA
1569
Paces Ferry Wealth Advisors
Georgia
$11K +$12K +485 New
SFSIG
1570
San Francisco Sentry Investment Group
California
$10K -$4.04K -164 -28%
CP
1571
Corbenic Partners
Pennsylvania
$10K
FNBOSM
1572
First National Bank of South Miami
Florida
$10K +$4.93K +200 +100%
T2I
1573
Turim 21 Investimentos
Brazil
$10K +$10.2K +412 New
HWM
1574
HighMark Wealth Management
Minnesota
$9K -$222 -9 -2%
CAM
1575
Costello Asset Management
Pennsylvania
$9K

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.