We are live on ! Find out more
WFC icon

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
ADIM
1576
Alpha DNA Investment Management
Maryland
$80K +$68.9K +2,663 New
DOA
1577
D'Orazio & Associates
Virginia
$77K +$26 +1 +0%
MHR
1578
Matthew Hamilton Rosenberg
$76K -$26K -1,004 -29%
DWMG
1579
DB Wealth Management Group
California
$75K +$64.4K +2,487 New
WPA
1580
West Paces Advisors
Georgia
$74.1K -$8.21K -317 -11%
EFSCE
1581
Enterprise Financial Services Corp (EFSC)
Missouri
$74K -$20.2K -779 -24%
SLF
1582
Sun Life Financial
Ontario, Canada
$74K -$414 -16 -0.7%
SBL
1583
Sargent Bickham Lagudis
Colorado
$72K
CWM
1584
Cranbrook Wealth Management
Michigan
$71K +$28.2K +1,090 +85%
CWA
1585
Clearview Wealth Advisors
Oregon
$71K +$60.6K +2,339 New
GSAM
1586
Grant Street Asset Management
Pennsylvania
$69K +$59.2K +2,288 New
EA
1587
Elm Advisors
California
$69K +$59.3K +2,290 New
ACA
1588
Atlas Capital Advisors
Wyoming
$67.9K +$58.2K +2,249 New
RPWA
1589
Regent Peak Wealth Advisors
Georgia
$65K +$55.4K +2,139 New
AFS
1590
Annapolis Financial Services
Maryland
$64K +$54.5K +2,105 New
AWM
1591
Atticus Wealth Management
Florida
$63K -$32.2K -1,245 -37%
PP
1592
Pacifica Partners
Canada
$63K +$5.18K +200 +11%
FFC
1593
First Financial Corp
Indiana
$62K
VCG
1594
Vantage Consulting Group
Virginia
$62K +$52.8K +2,041 New
BBHBI
1595
B, B, H, & B Inc
Alabama
$62K +$53.7K +2,074 New
VBCG
1596
Valley Brook Capital Group
Pennsylvania
$61K +$53.1K +2,050 New
GFPC
1597
Global Financial Private Client
Florida
$61K +$20.8K +805 +66%
CFO
1598
CVA Family Office
Colorado
$60K +$26 +1 +0.1%
RG
1599
Retirement Group
California
$60K +$51.3K +1,982 +7,079%
EWM
1600
Endurance Wealth Management
Rhode Island
$58K +$31.1K +1,200 +164%

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.