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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
KTC
1551
Kistler-Tiffany Companies
Pennsylvania
$109K -$71.5K -2,760 -43%
PFBT
1552
Parkside Financial Bank & Trust
Missouri
$107K +$8.41K +325 +10%
FWM
1553
Focused Wealth Management
New York
$106K -$57.5K -2,222 -39%
GC
1554
Garde Capital
Washington
$104K +$90K +3,476 New
AP
1555
Arlington Partners
Alabama
$103K
Kayne Anderson Rudnick Investment Management
1556
Kayne Anderson Rudnick Investment Management
California
$103K
JWM
1557
Janiczek Wealth Management
Colorado
$102K -$777 -30 -0.9%
FPS
1558
Fieldpoint Private Securities
Connecticut
$101K +$87K +3,359 New
AIL
1559
AGF Investments LLC
Ontario, Canada
$100K -$225K -8,675 -72%
SFFS
1560
Stonehage Fleming Financial Services
Jersey
$100K
CB
1561
CNB Bank
Pennsylvania
$98K -$10.9K -420 -11%
IF
1562
Ironwood Financial
Arizona
$95K +$14K +539 +21%
VCM
1563
Versant Capital Management
Arizona
$94K -$6.45K -249 -7%
OIA
1564
Optimum Investment Advisors
Illinois
$93K -$96K -3,710 -55%
RWA
1565
Ropes Wealth Advisors
Massachusetts
$93K -$25.7K -993 -24%
MPWT
1566
MassMutual Private Wealth & Trust
Connecticut
$91K +$38K +1,466 +94%
SQA
1567
Simon Quick Advisors
New Jersey
$89K +$52 +2 +0.1%
LWA
1568
Lenox Wealth Advisors
New York
$87K +$51.3K +1,983 +223%
CYG
1569
Clean Yield Group
Vermont
$86K
FF
1570
FourThought Financial
Florida
$86K +$74.6K +2,882 New
NFSG
1571
Newbridge Financial Services Group
Florida
$83K +$11.3K +438 +19%
BDWM
1572
Brewin Dolphin Wealth Management
Ireland
$82.6K -$19.2K -740 -21%
CCA
1573
Column Capital Advisors
Indiana
$82K -$84.7K -3,271 -55%
WAS
1574
Winch Advisory Services
Wisconsin
$82K +$259 +10 +0.4%
PWMG
1575
Prestige Wealth Management Group
New Jersey
$82K +$3.68K +142 +6%

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.