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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
CWM
1701
Centric Wealth Management
Illinois
-$426K -16,638 Closed
WWM
1702
Windsor Wealth Management
Indiana
-$426K -16,627 Closed
SBA
1703
Secrest Blakey & Associates
North Carolina
-$421K -16,461 Closed
FIB
1704
First Interstate Bank
Montana
-$421K -16,455 Closed
HA
1705
HC Advisors
Georgia
-$404K -15,767 Closed
CPC
1706
Congress Park Capital
New York
-$381K -14,870 Closed
FMWA
1707
Forvis Mazars Wealth Advisors
Missouri
-$380K -14,859 Closed
BFA
1708
Beacon Financial Advisory
Ohio
-$373K -14,591 Closed
EWM
1709
Empirical Wealth Management
Washington
-$372K -14,525 Closed
SKK
1710
Shepherd Kaplan Krochuk
Massachusetts
-$371K -14,500 Closed
HCM
1711
Hollencrest Capital Management
California
-$368K -14,378 Closed
PP
1712
Pegasus Partners
Wisconsin
-$362K -14,127 Closed
LOAMS
1713
Lombard Odier Asset Management (Switzerland)
Switzerland
-$352K -13,764 Closed
KJWM
1714
Kiley Juergens Wealth Management
Washington
-$351K -13,719 Closed
WI
1715
WBI Investments
New Jersey
-$348K -13,603 Closed
FRM
1716
Fox Run Management
Connecticut
-$348K -13,590 Closed
IPW
1717
Inlet Private Wealth
Florida
-$340K -13,263 Closed
SMFS
1718
Squar Milner Financial Services
California
-$334K -13,046 Closed
SIM
1719
Stratos Investment Management
Ohio
-$333K -12,996 Closed
IA
1720
Icon Advisers
Colorado
-$325K -12,700 Closed
PIA
1721
Perennial Investment Advisors
California
-$322K -12,581 Closed
GP
1722
Girard Partners
Pennsylvania
-$321K -12,557 Closed
BIA
1723
BHK Investment Advisors
Alabama
-$321K -12,547 Closed
WI
1724
WrapManager Inc
California
-$321K -12,545 Closed
CST
1725
Charles Schwab Trust
Nevada
-$319K -12,473 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.