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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
PMAM
1651
Penn Mutual Asset Management
Pennsylvania
-$1.72M -67,000 Closed
KFP
1652
KMG Fiduciary Partners
Ohio
-$1.59M -61,944 Closed
SSI
1653
Scott & Selber Inc
Texas
-$1.47M -57,369 Closed
GI
1654
GS Investments
Minnesota
-$1.43M -55,910 Closed
CWS
1655
Cypress Wealth Services
California
-$1.34M -54,453 Closed
FVWA
1656
Foster Victor Wealth Advisors
South Carolina
-$1.39M -54,245 Closed
BCM
1657
Buckhead Capital Management
Georgia
-$1.3M -50,639 Closed
LOAMU
1658
Lombard Odier Asset Management (USA)
New York
-$1.28M -50,000 Closed
PRC
1659
Pearl River Capital
Michigan
-$1.21M -47,191 Closed
PCP
1660
Proficio Capital Partners
Massachusetts
-$1.14M -44,762 Closed
MCG
1661
MACRO Consulting Group
New Jersey
-$1.12M -44,017 Closed
ASA
1662
Armstrong Shaw Associates
Connecticut
-$1.11M -43,364 Closed
ESCM
1663
Echo Street Capital Management
New York
-$1.09M -42,532 Closed
IWP
1664
Icon Wealth Partners
Texas
-$1M -39,225 Closed
SWP
1665
Strategic Wealth Partners
Ohio
-$962K -37,588 Closed
DIP
1666
DT Investment Partners
Pennsylvania
-$953K -37,233 Closed
MERSOM
1667
Municipal Employees' Retirement System of Michigan
Michigan
-$937K -36,600 Closed
MOS
1668
MGO One Seven
Ohio
-$921K -35,982 Closed
FAM
1669
Fred Alger Management
New York
-$806K -31,474 Closed
ACA
1670
Aptus Capital Advisors
Alabama
-$802K -31,359 Closed
LIM
1671
Loudon Investment Management
New Hampshire
-$794K -31,025 Closed
BBP
1672
Banco BTG Pactual
Brazil
-$770K -30,084 Closed
RIM
1673
Rampart Investment Management
Connecticut
-$754K -29,449 Closed
CANY
1674
Caxton Associates (New York)
New York
-$727K -28,380 Closed
ER
1675
Enlightenment Research
Florida
-$724K -28,300 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.