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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
IRAG
1576
Investment Research & Advisory Group
Georgia
$9K
RTC
1577
Riverview Trust Company
Washington
$9K
AA
1578
Advisory Alpha
Michigan
$9K +$8.85K +359 New
CBT
1579
Central Bank & Trust
Kentucky
$8K
VIMU
1580
Veritas Investment Management (UK)
United Kingdom
$8K
CCM
1581
Cribstone Capital Management
Maine
$8K +$2.34K +95 +40%
RWML
1582
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.95K
AJ
1583
Ashburton (Jersey)
Jersey
$7K
TFGT
1584
TS Financial Group (TSFG)
Illinois
$7K +$3.28K +133 +73%
SIAP
1585
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K -$3.52K -143 -34%
MFT
1586
Moisand Fitzgerald Tamayo
Florida
$6K -$1.08K -44 -15%
RAM
1587
Riggs Asset Management
Pennsylvania
$6K -$320 -13 -5%
SIM
1588
Seaview Investment Managers
Florida
$6K +$6.43K +261 New
AssetMark Inc
1589
AssetMark Inc
California
$5K -$30K -1,218 -86%
DI
1590
Disciplined Investments
Oklahoma
$5K -$616 -25 -10%
AC
1591
AlphaCore Capital
California
$5K
RBC
1592
Roble Belko & Company
Pennsylvania
$5K
GG
1593
Gleason Group
Kentucky
$5K +$25 +1 +0.5%
FEG
1594
Financial Enhancement Group
Indiana
$4K -$15.6K -631 -80%
RA
1595
Rational Advisors
New York
$4K -$7.91K -321 -66%
MLFP
1596
MPS Loria Financial Planners
Illinois
$4K +$25 +1 +0.5%
CQS
1597
Credential Qtrade Securities
$3.22K
ETC
1598
Exchange Traded Concepts
Oklahoma
$3K -$6.44M -261,514 -100%
BWM
1599
Baystate Wealth Management
Massachusetts
$3K -$12.5K -509 -82%
CA
1600
Crewe Advisors
Utah
$3K -$12.1K -492 -79%

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.