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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
BWA
1676
BDO Wealth Advisors
Florida
$21K -$32.4K -1,250 -64%
AA
1677
AlphaMark Advisors
Kentucky
$21K
CMA
1678
Cedar Mountain Advisors
Oregon
$21K
TCCM
1679
Timber Creek Capital Management
Massachusetts
$21K
CHA
1680
Carmichael Hill & Associates
Maryland
$21K +$52 +2 +0.3%
TC
1681
Truvestments Capital
Florida
$21K +$18.4K +711 New
HDIM
1682
Hanson & Doremus Investment Management
Vermont
$20K +$26 +1 +0.2%
SL
1683
Savior LLC
Massachusetts
$19K -$1.09K -42 -6%
EAM
1684
Eukles Asset Management
Ohio
$19K +$570 +22 +4%
IPW
1685
IronBridge Private Wealth
Texas
$19K +$16K +618 New
AWM
1686
AllSquare Wealth Management
New York
$18K -$44K -1,700 -74%
TF
1687
TimeScale Financial
Massachusetts
$17K -$11K -426 -43%
LGWM
1688
Litman Gregory Wealth Management
California
$17K
COCM
1689
Charter Oak Capital Management
New Hampshire
$17K +$14.2K +549 New
NCM
1690
New Capital Management
Texas
$16K
CWM
1691
Curi Wealth Management
North Carolina
$16K +$13.7K +531 New
KC
1692
Kinloch Capital
Virginia
$16K +$14K +540 New
GI
1693
GS Investments
Minnesota
$15K +$12.9K +500 New
AFIA
1694
America First Investment Advisors
Nebraska
$14K -$50.3K -1,943 -81%
KCM
1695
Kathmere Capital Management
Pennsylvania
$14K
SIS
1696
Sound Income Strategies
Florida
$13K -$22K -849 -67%
CP
1697
Corbenic Partners
Pennsylvania
$13K
SFSIG
1698
San Francisco Sentry Investment Group
California
$13K
FWM
1699
FSA Wealth Management
Massachusetts
$13K +$11K +425 New
HS
1700
Horan Securities
United States
$13K +$11.1K +430 New

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.