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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
BHWM
1601
Bay Harbor Wealth Management
Maryland
$3K
PGAM
1602
Princeton Global Asset Management
New Jersey
$3K
PG
1603
Proffitt & Goodson
Tennessee
$3K
SIA
1604
SeaBridge Investment Advisors
New Jersey
$3K
CWA
1605
Carolina Wealth Advisors
South Carolina
$3K +$2.79K +113 New
HFS
1606
Horizon Financial Services
North Carolina
$2K +$2.39K +97 New
CPA
1607
Clear Perspective Advisors
Illinois
$1.31K -$122K -4,970 -35%
SXL
1608
Summit X LLC
Missouri
$1.1K +$168K +6,806 New
SSW
1609
Smith Shellnut Wilson
Mississippi
$1.01K -$46.1K -1,872 -4%
TFA
1610
Toth Financial Advisory
Virginia
$1K -$15.8K -641 -96%
CAM
1611
ClariVest Asset Management
California
$1K -$813 -33 -35%
RG
1612
Retirement Group
California
$1K
BFG
1613
Baron Financial Group
New Jersey
$470 +$493 +20 New
Koshinski Asset Management
1614
Koshinski Asset Management
Illinois
$250 -$20K -811 -8%
FCA
1615
FinTrust Capital Advisors
South Carolina
$165 -$104K -4,224 -38%
WIM
1616
Westside Investment Management
California
$7
LP
1617
Longview Partners
Guernsey
-$663M -25,908,438 Closed
PP
1618
Prudential plc
United Kingdom
-$63.3M -2,473,301 Closed
SI
1619
Scharf Investments
California
-$55.2M -2,154,759 Closed
DFO
1620
Duquesne Family Office
New York
-$39.6M -1,548,500 Closed
USAA
1621
United Services Automobile Association
Texas
-$21.9M -856,486 Closed
SFM
1622
Soros Fund Management
New York
-$19.5M -762,819 Closed
BCM
1623
BlueCrest Capital Management
Jersey
-$17.4M -679,655 Closed
AIMCA
1624
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$15.2M -592,500 Closed
SCA
1625
Southpoint Capital Advisors
New York
-$10.2M -400,000 Closed

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.