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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
TCM
1676
Tradewinds Capital Management
Washington
$139K -$17.7K -499 -12%
GEA
1677
Glen Eagle Advisors
New Jersey
$138K +$96.8K +2,734 +348%
FWM
1678
Focused Wealth Management
New York
$137K
OIA
1679
Optimum Investment Advisors
Illinois
$136K +$14.2K +400 +13%
ACM
1680
Allred Capital Management
Texas
$135K +$123K +3,467 New
GC
1681
Garde Capital
Washington
$135K -$425 -12 -0.3%
AP
1682
Arlington Partners
Alabama
$134K
Kayne Anderson Rudnick Investment Management
1683
Kayne Anderson Rudnick Investment Management
California
$133K
TC
1684
Trust Company
Kansas
$132K -$33.5K -947 -22%
SSC
1685
Syverson Strege & Co
Iowa
$132K -$17.7K -500 -13%
FPS
1686
Fieldpoint Private Securities
Connecticut
$132K +$885 +25 +0.7%
AWM
1687
Activest Wealth Management
Florida
$131K +$119K +3,352 New
CIA
1688
Cascade Investment Advisors
Oregon
$129K +$110K +3,100 +1,550%
SQA
1689
Simon Quick Advisors
New Jersey
$128K +$12.5K +352 +12%
FCM
1690
Firestone Capital Management
Florida
$126K -$16.9K -477 -13%
IF
1691
Ironwood Financial
Arizona
$123K
CB
1692
CNB Bank
Pennsylvania
$122K -$4.96K -140 -4%
FF
1693
FourThought Financial
Florida
$122K +$8.78K +248 +9%
BCA
1694
Berman Capital Advisors
Georgia
$122K +$62K +1,752 +126%
WP
1695
WealthShield Partners
North Carolina
$122K +$111K +3,135 New
PWM
1696
Prentice Wealth Management
New York
$119K +$108K +3,051 New
BDWM
1697
Brewin Dolphin Wealth Management
Ireland
$115K +$7.08K +200 +7%
AIL
1698
AGF Investments LLC
Ontario, Canada
$114K -$14.7K -414 -12%
VCM
1699
Versant Capital Management
Arizona
$113K -$8.21K -232 -7%
EFSCE
1700
Enterprise Financial Services Corp (EFSC)
Missouri
$110K +$13.9K +393 +16%

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.