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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
AIM
1576
Acropolis Investment Management
Missouri
$231K -$156K -4,417 -43%
AUB
1577
Atlantic Union Bankshares
Virginia
$231K +$209K +5,903 New
II
1578
Ibex Investors
Colorado
$231K +$209K +5,916 New
SFG
1579
Summit Financial Group
West Virginia
$230K -$62.3K -1,760 -23%
TA
1580
Tectonic Advisors
Texas
$230K -$41.3K -1,167 -17%
IWP
1581
Icon Wealth Partners
Texas
$230K +$208K +5,884 New
GCIA
1582
Gabelli & Co Investment Advisers
New York
$230K +$209K +5,890 New
BHWM
1583
Bar Harbor Wealth Management
New Hampshire
$228K -$86.3K -2,439 -30%
WG
1584
Welch Group
Alabama
$228K +$206K +5,833 New
HPC
1585
Hobart Private Capital
North Carolina
$228K +$206K +5,832 New
VBFP
1586
Valtinson Bruner Financial Planning
Minnesota
$227K +$190K +5,363 New
OPA
1587
Old Port Advisors
Maine
$227K +$206K +5,807 New
BCI
1588
Brinker Capital Investments
Pennsylvania
$224K +$203K +5,735 New
PFGIA
1589
Patriot Financial Group Insurance Agency
Massachusetts
$223K +$52.9K +1,494 +36%
NFC
1590
Northeast Financial Consultants
Connecticut
$223K +$202K +5,701 New
ICM
1591
Infini Capital Management
Hong Kong
$222K +$198K +5,600 New
IMF
1592
Infini Master Fund
Hong Kong
$222K +$198K +5,600 New
WJA
1593
Willis Johnson & Associates
Texas
$221K +$200K +5,656 New
SHGA
1594
Sand Hill Global Advisors
California
$221K +$200K +5,663 New
NL
1595
NWAM LLC
Washington
$221K +$201K +5,667 New
NSB
1596
Norway Savings Bank
Maine
$220K -$11.2K -315 -5%
MIM
1597
MTM Investment Management
South Carolina
$220K +$200K +5,636 New
LFA
1598
Legacy Financial Advisors
Kentucky
$219K +$199K +5,612 New
LW
1599
Linscomb Wealth
Texas
$219K +$199K +5,612 New
BWA
1600
BDO Wealth Advisors
Florida
$218K +$172K +4,871 +696%

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.