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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
RA
1626
Reby Advisors
Connecticut
$47K +$40.2K +1,551 New
CFN
1627
Cordasco Financial Network
Florida
$45K -$13.7K -531 -26%
BWL
1628
Bogart Wealth LLC
Virginia
$45K
FMTCOCP
1629
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K
EWM
1630
Edge Wealth Management
New York
$44K +$1.68K +65 +5%
AWM
1631
Accel Wealth Management
Iowa
$44K +$37.3K +1,441 New
DWA
1632
Dougherty Wealth Advisers
Minnesota
$42K -$10.4K -400 -22%
TAIM
1633
TD Ameritrade Investment Management
Nebraska
$42K +$9.19K +355 +34%
BCA
1634
Berman Capital Advisors
Georgia
$41K -$95.5K -3,688 -73%
EIP
1635
Ellis Investment Partners
Pennsylvania
$40K -$2.25K -87 -6%
TFIPS
1636
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.2K +$33.7K +1,300 New
HWA
1637
Heritage Wealth Advisors
Virginia
$39K -$38.6K -1,490 -53%
IA
1638
Inspire Advisors
Idaho
$38K +$32.9K +1,270 New
AIG
1639
American International Group
New York
$38K -$1.14M -44,016 -3%
ME
1640
McIlrath & Eck
Washington
$36K -$180K -6,944 -85%
CTFG
1641
Capstone Triton Financial Group
Oklahoma
$36K +$31.3K +1,209 New
JMF
1642
Johnson Midwest Financial
Iowa
$35K +$30.2K +1,167 New
RIA
1643
RPG Investment Advisory
California
$34K -$25.9K -1,000 -47%
MWC
1644
MBM Wealth Consultants
Missouri
$34K
SIAG
1645
Safeguard Investment Advisory Group
California
$34K +$29.8K +1,152 New
NC
1646
NewSquare Capital
Pennsylvania
$33K -$1.94K -75 -6%
HIM
1647
Hillsdale Investment Management
Ontario, Canada
$33K +$28.5K +1,100 New
AWG
1648
Altus Wealth Group
Colorado
$33K +$28.6K +1,105 New
LFG
1649
Larson Financial Group
Missouri
$32K -$9.61K -371 -26%
TIAM2
1650
Tru Independence Asset Management 2
Oregon
$32K +$27.2K +1,050 New

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.