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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
S
1651
Seeyond
France
$169K -$691K -19,524 -82%
GWSG
1652
GPS Wealth Strategies Group
Colorado
$167K +$152K +4,281 New
HC
1653
Hoese & Co
Minnesota
$165K +$149K +4,212 New
CHC
1654
City Holding Co
West Virginia
$164K +$14.3K +405 +11%
WWM
1655
Wolff Wiese Magana
California
$164K +$90.3K +2,550 +155%
PWMG
1656
Prestige Wealth Management Group
New Jersey
$162K +$51K +1,441 +53%
FCA
1657
FinTrust Capital Advisors
South Carolina
$161K -$18.7K -529 -11%
TFS
1658
TrustCore Financial Services
Tennessee
$159K +$14.4K +406 +11%
CFD
1659
Creative Financial Designs
Indiana
$158K -$27.8K -784 -16%
BFC
1660
Bedel Financial Consulting
Indiana
$157K +$87K +2,458 +159%
ACA
1661
Atlas Capital Advisors
Wyoming
$156K +$62K +1,751 +78%
HR
1662
Howe & Rusling
New York
$156K +$3.4K +96 +2%
PFA
1663
Professional Financial Advisors
Nebraska
$154K +$354 +10 +0.3%
HFM
1664
Harvest Fund Management
China
$154K +$131K +3,699 +1,385%
PO
1665
Private Ocean
California
$153K -$33.9K -958 -20%
OC
1666
Oakworth Capital
Alabama
$153K +$73.6K +2,078 +114%
JWM
1667
Janiczek Wealth Management
Colorado
$151K +$17.2K +487 +14%
CWC
1668
Carolinas Wealth Consulting
North Carolina
$148K -$10.2K -287 -7%
FCB
1669
First Command Bank
Texas
$146K -$1.49K -42 -1%
FCFS
1670
First Command Financial Services
Texas
$146K -$1.49K -42 -1%
PFBT
1671
Parkside Financial Bank & Trust
Missouri
$146K +$4.96K +140 +4%
WWMSC
1672
Wagner Wealth Management (South Carolina)
South Carolina
$146K +$132K +3,737 New
APC
1673
Aspire Private Capital
North Carolina
$144K
SC
1674
Sierra Capital
Florida
$142K +$129K +3,643 New
KTC
1675
Kistler-Tiffany Companies
Pennsylvania
$141K +$71 +2 +0.1%

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.