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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
ATFA
1601
All Terrain Financial Advisors
Minnesota
$217K +$196K +5,550 New
WA
1602
Wealth Architects
California
$217K +$196K +5,550 New
SWA
1603
Sutton Wealth Advisors
Florida
$217K +$743 +21 +0.4%
SNBOSD
1604
Security National Bank of So Dak
Iowa
$216K +$196K +5,531 New
FHC
1605
First Heartland Consultants
Missouri
$216K +$196K +5,538 New
MJRIC
1606
Mogy Joel R Investment Counsel
California
$215K +$195K +5,500 New
OWA
1607
Opal Wealth Advisors
New York
$215K +$195K +5,503 New
KFP
1608
KMG Fiduciary Partners
Ohio
$215K +$195K +5,510 New
BONST
1609
Bank of Nova Scotia Trust
Ontario, Canada
$214K -$71K -2,005 -27%
SGI
1610
Summit Global Investments
Utah
$214K +$194K +5,466 New
MPCG
1611
Matrix Private Capital Group
New York
$214K +$194K +5,476 New
AC
1612
Athanor Capital
New York
$213K -$1.76M -49,577 -90%
KWM
1613
Keebeck Wealth Management
Illinois
$212K +$192K +5,419 New
RW
1614
REDW Wealth
New Mexico
$212K +$192K +5,421 New
AB
1615
Atlas Brown
Kentucky
$212K +$192K +5,437 New
PCH
1616
PGIM Custom Harvest
New Jersey
$211K +$191K +5,403 New
SAMT
1617
Select Asset Management & Trust
Pennsylvania
$211K +$192K +5,411 New
BFO
1618
Boston Family Office
Massachusetts
$211K +$192K +5,417 New
FHC
1619
First Horizon Corporation
Tennessee
$210K
ACM
1620
AlphaStar Capital Management
North Carolina
$210K +$190K +5,368 New
ET
1621
Equitable Trust
Tennessee
$210K +$190K +5,368 New
RCG
1622
Rock Creek Group
District of Columbia
$209K -$125K -3,523 -40%
B
1623
Bailard
California
$208K +$188K +5,316 New
BFPW
1624
BOK Financial Private Wealth
Colorado
$208K +$189K +5,328 New
CC
1625
Constitution Capital
Connecticut
$207K +$188K +5,300 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.