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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
IC
1676
Investment Counsel
Michigan
-$704K -27,486 Closed
LW
1677
Linscomb Wealth
Texas
-$703K -27,448 Closed
PAM
1678
Premier Asset Management
Illinois
-$700K -27,346 Closed
FM
1679
Foster & Motley
Ohio
-$679K -26,523 Closed
HW
1680
Hedeker Wealth
Illinois
-$661K -25,847 Closed
RB
1681
Rodgers Brothers
Pennsylvania
-$638K -24,903 Closed
WCA
1682
Windsor Creek Advisors
Vermont
-$625K -24,400 Closed
ODCM
1683
Old Dominion Capital Management
Virginia
-$614K -23,977 Closed
CIM
1684
Chapman Investment Management
California
-$610K -23,839 Closed
AGM
1685
Alpine Global Management
New York
-$594K -23,208 Closed
IWA
1686
IBEX Wealth Advisors
New Jersey
-$579K -22,639 Closed
VVP
1687
Venture Visionary Partners
Ohio
-$578K -22,596 Closed
PIG
1688
Pantheon Investment Group
California
-$577K -22,544 Closed
NAM
1689
NorthCoast Asset Management
Connecticut
-$568K -22,169 Closed
TIM
1690
Thornburg Investment Management
New Mexico
-$560K -21,894 Closed
TCM
1691
Twin Capital Management
Pennsylvania
-$556K -21,710 Closed
PM
1692
Parametrica Management
Hong Kong
-$518K -20,250 Closed
APF
1693
Alaska Permanent Fund
Alaska
-$495K -19,340 Closed
CIS
1694
Capital International Sarl
California
-$492K -19,209 Closed
QCMC
1695
Quantum Capital Management (California)
California
-$488K -19,080 Closed
FSA
1696
Financial Sense Advisors
California
-$482K -18,823 Closed
CIS
1697
Connors Investor Services
Pennsylvania
-$474K -18,517 Closed
SIC
1698
Shoker Investment Counsel
Ohio
-$471K -18,422 Closed
CCWA
1699
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$445K -17,369 Closed
XSC
1700
X-Square Capital
Puerto Rico
-$432K -16,890 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.