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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
ETC
1701
Exchange Traded Concepts
Oklahoma
$110K +$99.3K +2,806 New
VCM
1702
Vigilant Capital Management
Maine
$109K +$98.9K +2,794 New
HBT
1703
Hills Bank & Trust
Iowa
$108K -$60.3K -1,704 -38%
CCA
1704
Column Capital Advisors
Indiana
$107K -$35 -1 -0%
NFSG
1705
Newbridge Financial Services Group
Florida
$107K
WAS
1706
Winch Advisory Services
Wisconsin
$106K +$248 +7 +0.3%
TWA
1707
TCI Wealth Advisors
Arizona
$104K +$37.5K +1,060 +66%
SNT
1708
Security National Trust
West Virginia
$101K -$69.8K -1,973 -43%
DOA
1709
D'Orazio & Associates
Virginia
$100K +$35 +1 +0%
APW
1710
Acima Private Wealth
Virginia
$100K +$91.1K +2,572 New
TC
1711
Truvestments Capital
Florida
$98K +$63.3K +1,789 +252%
CAL
1712
Capital Analysts LLC
Pennsylvania
$96K +$22.2K +627 +34%
WPA
1713
West Paces Advisors
Georgia
$95.9K
ITFISA
1714
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$95.1K +$77.8K +2,198 +935%
SLF
1715
Sun Life Financial
Ontario, Canada
$95K -$35 -1 -0%
DWMG
1716
DB Wealth Management Group
California
$94K -$2.73K -77 -3%
TAM
1717
Tucker Asset Management
Colorado
$92.4K +$19.8K +560 +31%
SFFS
1718
Stonehage Fleming Financial Services
Jersey
$91K -$35.4K -1,000 -30%
CWA
1719
Clearview Wealth Advisors
Oregon
$90K -$1.38K -39 -2%
AIM
1720
Axiom Investment Management
New York
$88K +$80K +2,259 New
SBL
1721
Sargent Bickham Lagudis
Colorado
$87K -$5.84K -165 -7%
VC
1722
Veracity Capital
Georgia
$84K +$12.5K +354 +2%
MHR
1723
Matthew Hamilton Rosenberg
$83K -$13.2K -374 -15%
AFS
1724
Annapolis Financial Services
Maryland
$82K -$319 -9 -0.4%
AWM
1725
Atticus Wealth Management
Florida
$82K

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.