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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
W
1726
WealthStone
Ohio
-$301K -11,751 Closed
PCM
1727
Pennsylvania Capital Management
Pennsylvania
-$300K -11,715 Closed
SFG
1728
Summit Financial Group
West Virginia
-$299K -11,675 Closed
LCS
1729
Levin Capital Strategies
New York
-$296K -11,577 Closed
CCFM
1730
Clear Creek Financial Management
Washington
-$292K -11,433 Closed
AWM
1731
Altavista Wealth Management
North Carolina
-$291K -11,384 Closed
ACM
1732
Ategra Capital Management
Virginia
-$287K -11,229 Closed
VSWA
1733
Vontobel Swiss Wealth Advisors
Switzerland
-$282K -11,000 Closed
SIC
1734
SFE Investment Counsel
California
-$281K -10,968 Closed
AUB
1735
Atlantic Union Bankshares
Virginia
-$280K -10,949 Closed
WPP
1736
Whalerock Point Partners
Rhode Island
-$274K -10,720 Closed
PP
1737
Patten & Patten
Tennessee
-$274K -10,707 Closed
SNBOSCI
1738
Security National Bank of Sioux City Iowa
Iowa
-$273K -10,675 Closed
CAM
1739
Cidel Asset Management
Ontario, Canada
-$267K -10,420 Closed
CCM
1740
Crabel Capital Management
California
-$263K -10,311 Closed
SCM
1741
Snow Capital Management
Pennsylvania
-$263K -10,281 Closed
BRWM
1742
B. Riley Wealth Management
Tennessee
-$261K -10,207 Closed
CBN
1743
Cadence Bank NA
Texas
-$258K -10,096 Closed
HWM
1744
Hohimer Wealth Management
Washington
-$257K -10,031 Closed
RWP
1745
RWA Wealth Partners
Massachusetts
-$255K -9,978 Closed
SRAM
1746
Stone Ridge Asset Management
New York
-$255K -9,947 Closed
ST
1747
Sabal Trust
Florida
-$253K -9,898 Closed
GVAG
1748
Great Valley Advisor Group
Delaware
-$253K -9,861 Closed
RG
1749
Rikoon Group
New Mexico
-$252K -9,857 Closed
TI
1750
Tidal Investments
Wisconsin
-$247K -9,639 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.