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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
DAC
1551
Dividend Assets Capital
South Carolina
$245K
ICP
1552
Interchange Capital Partners
Pennsylvania
$244K +$11.5K +326 +6%
BWM
1553
BNC Wealth Management
Oregon
$243K +$220K +6,210 New
UBV
1554
United Bank (Virginia)
Virginia
$243K +$220K +6,219 New
RDWM
1555
Red Door Wealth Management
Tennessee
$242K -$28.3K -800 -11%
SICM
1556
Sustainable Insight Capital Management
New York
$242K +$219K +6,200 New
CCG
1557
Cypress Capital Group
Florida
$241K -$256K -7,238 -54%
CAM
1558
Campion Asset Management
Virginia
$241K +$219K +6,180 New
TWM
1559
Titus Wealth Management
California
$240K +$218K +6,147 New
PNC
1560
Park National Corp
Ohio
$239K -$31.6K -892 -13%
HI
1561
Humankind Investments
New York
$238K +$215K +6,079 New
ODCM
1562
Old Dominion Capital Management
Virginia
$238K +$215K +6,080 New
BAIA
1563
Bel Air Investment Advisors
California
$238K +$215K +6,081 New
COF
1564
Capital One Financial
Virginia
$237K -$177K -5,000 -45%
WSFS
1565
Wilmington Savings Fund Society
Delaware
$237K -$50.3K -1,420 -19%
BFG
1566
Berger Financial Group
Minnesota
$237K +$214K +6,058 New
C
1567
Certuity
Florida
$237K +$214K +6,058 New
DAM
1568
Deltec Asset Management
New York
$237K +$215K +6,060 New
FA
1569
Faithward Advisors
Pennsylvania
$237K +$215K +6,067 New
GC
1570
Gratus Capital
Georgia
$236K -$28.3K -800 -12%
CBFP
1571
Cedar Brook Financial Partners
Ohio
$236K +$214K +6,038 New
JFA
1572
Johanson Financial Advisors
California
$232K +$196K +5,526 New
UWPG
1573
Ullmann Wealth Partners Group
Florida
$232K +$210K +5,934 New
PT
1574
Plimoth Trust
Massachusetts
$232K +$210K +5,941 New
DA
1575
Detalus Advisors
Missouri
$232K +$211K +5,950 New

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.