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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
CG
1626
CFO4Life Group
Texas
$206K +$187K +5,269 New
RIM
1627
Rockbridge Investment Management
New York
$205K +$2.16K +61 +1%
PCP
1628
Proficio Capital Partners
Massachusetts
$205K +$186K +5,242 New
TCM
1629
Traynor Capital Management
Pennsylvania
$204K -$111K -3,132 -37%
CT
1630
Coastline Trust
Rhode Island
$204K +$185K +5,221 New
GSBTD
1631
Glenview State Bank Trust Department
Illinois
$203K +$184K +5,210 New
NQWM
1632
Northwest Quadrant Wealth Management
Oregon
$202K +$183K +5,164 New
FM
1633
Family Management
New York
$202K +$183K +5,173 New
NDSI
1634
Newman Dignan & Sheerar Inc
Rhode Island
$201K +$182K +5,140 New
CFO
1635
CVA Family Office
Colorado
$200K +$110K +3,116 +156%
VAM
1636
Vontobel Asset Management
New York
$200K +$185K +5,215 New
SFO
1637
Standard Family Office
South Dakota
$196K -$49.6K -1,400 -22%
CCG
1638
Ceeto Capital Group
Florida
$195K
LB
1639
Legacy Bridge
Iowa
$188K
WOC
1640
West Oak Capital
California
$188K +$143K +4,050 +540%
ACM
1641
AUA Capital Management
Pennsylvania
$183K
ARMC
1642
American Research & Management Company
Massachusetts
$180K -$43.1K -1,217 -21%
LJHT
1643
Laurie J. Hall Trustee
$179K
SCM
1644
Silvant Capital Management
Georgia
$177K
GSAM
1645
Grant Street Asset Management
Pennsylvania
$176K +$78.4K +2,215 +97%
WAM
1646
Wolverine Asset Management
Illinois
$174K -$183K -5,182 -54%
AIM
1647
Arcadia Investment Management
Michigan
$172K +$15K +425 +11%
RFA
1648
Reilly Financial Advisors
California
$171K +$3.19K +90 +2%
SFSIG
1649
San Francisco Sentry Investment Group
California
$171K +$140K +3,945 +922%
HIIFS
1650
Harel Insurance Investments & Financial Services
Israel
$170K -$355K -10,036 -85%

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.