We are live on ! Find out more
WFC icon

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
GAM
1651
Gemmer Asset Management
California
$31K -$15.4K -594 -37%
KFI
1652
Key Financial Inc
Pennsylvania
$31K +$26.7K +1,030 New
FPW
1653
Flagship Private Wealth
Massachusetts
$31K +$26.6K +1,026 New
WAM
1654
Westport Asset Management
Connecticut
$30K
APWM
1655
Atlas Private Wealth Management
New York
$30K +$26 +1 +0.1%
HFA
1656
Hoover Financial Advisors
Pennsylvania
$30K +$22K +850 New
RWB
1657
RMR Wealth Builders
New Jersey
$30K +$25.4K +982 New
CCMW
1658
Cypress Capital Management (Wyoming)
Wyoming
$29K -$12.9K -500 -34%
MCA
1659
Mercer Capital Advisers
New Jersey
$29K -$854 -33 -3%
TH
1660
TCTC Holdings
Texas
$29K +$1.29K +50 +5%
PS
1661
Planned Solutions
California
$27K
BSSFA
1662
Baron Silver Stevens Financial Advisors
Florida
$26K +$22.3K +862 New
HWA
1663
HHM Wealth Advisors
Tennessee
$25K -$5.18K -200 -19%
CFFP
1664
Center for Financial Planning
Michigan
$25K -$414 -16 -2%
OSNBOA
1665
Old Second National Bank of Aurora
Illinois
$24K -$699 -27 -3%
PAI
1666
Pittenger & Anderson Inc
Nebraska
$24K
CAM
1667
Costello Asset Management
Pennsylvania
$24K +$10.3K +398 +100%
AIC
1668
Archer Investment Corporation
Indiana
$23.9K -$5.59K -216 -21%
GEA
1669
Glen Eagle Advisors
New Jersey
$23.7K -$3.88K -150 -16%
LF
1670
Lee Financial
Texas
$23K
WOC
1671
West Oak Capital
California
$23K
BCM
1672
Bourgeon Capital Management
Connecticut
$23K +$5.85K +226 +43%
APWA
1673
Atlas Private Wealth Advisors
New Jersey
$22K -$3.88K -150 -17%
YAL
1674
Your Advocates Ltd
Texas
$22K
KPCM
1675
Kings Point Capital Management
New York
$22K +$5.2K +201 +39%

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.