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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
KFS
1701
Kelly Financial Services
Massachusetts
$13K -$7.38K -285 -40%
IRAG
1702
Investment Research & Advisory Group
Georgia
$12K
T2I
1703
Turim 21 Investimentos
Brazil
$12K
OCM
1704
Orion Capital Management
California
$12K +$10.4K +400 New
SFP
1705
Sterling Financial Planning
New Jersey
$12K +$10.4K +400 New
VIMU
1706
Veritas Investment Management (UK)
United Kingdom
$11K
RWML
1707
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$10.2K
TFM
1708
TFC Financial Management
Massachusetts
$10K -$4.14K -160 -33%
CCM
1709
Cribstone Capital Management
Maine
$10K
TFGT
1710
TS Financial Group (TSFG)
Illinois
$10K
AssetMark Inc
1711
AssetMark Inc
California
$10K +$3.52K +136 +67%
EWA
1712
Evolution Wealth Advisors
Florida
$9K -$96.5K -3,728 -92%
MS
1713
Mizuho Securities
Japan
$9K +$7.92K +306 New
AJ
1714
Ashburton (Jersey)
Jersey
$8K
SIAP
1715
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K +$26 +1 +0.4%
HFM
1716
Harvest Fund Management
China
$8K +$6.91K +267 New
ITFISA
1717
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$7.09K +$6.08K +235 New
DI
1718
Disciplined Investments
Oklahoma
$7K
RBC
1719
Roble Belko & Company
Pennsylvania
$7K
SIM
1720
Seaview Investment Managers
Florida
$7K +$52 +2 +0.8%
FFG
1721
Fortem Financial Group
California
$7K +$6.11K +236 New
AA
1722
Addison Advisors
Vermont
$7K +$6.24K +241 New
BA
1723
Bellwether Advisors
Nebraska
$7K +$6.83K +264 New
CIA
1724
Cascade Investment Advisors
Oregon
$6.04K -$840K -32,445 -99%
CQS
1725
Credential Qtrade Securities
$6.04K +$1.63K +63 +46%

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.