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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
Simplex Trading
1726
Simplex Trading
Illinois
$6K -$6.52M -251,826 -100%
FNBOSM
1727
First National Bank of South Miami
Florida
$6K -$5.18K -200 -50%
GG
1728
Gleason Group
Kentucky
$6K +$26 +1 +0.5%
MLFP
1729
MPS Loria Financial Planners
Illinois
$6K +$777 +30 +16%
FIA
1730
FNY Investment Advisers
New York
$6K +$5.18K +200 New
FWM
1731
ForthRight Wealth Management
Georgia
$6K +$5.49K +212 New
CIA
1732
CSat Investment Advisory
Michigan
$5K -$275K -10,640 -98%
CAL
1733
Capital Advisors Ltd
Ohio
$5K -$22.2K -859 -83%
GWMIA
1734
Global Wealth Management Investment Advisory
Florida
$5K -$11K -425 -74%
CBT
1735
Central Bank & Trust
Kentucky
$5K -$4.87K -188 -53%
MFT
1736
Moisand Fitzgerald Tamayo
Florida
$5K -$2.74K -106 -41%
RAM
1737
Riggs Asset Management
Pennsylvania
$4K -$3.55K -137 -52%
BHWM
1738
Bay Harbor Wealth Management
Maryland
$4K -$492 -19 -14%
PGAM
1739
Princeton Global Asset Management
New Jersey
$4K
PG
1740
Proffitt & Goodson
Tennessee
$4K
Walleye Capital
1741
Walleye Capital
New York
$3.39K +$2.3M +88,794 +379%
VRM
1742
Vectors Research Management
New York
$3K -$16.4K -635 -85%
FEG
1743
Financial Enhancement Group
Indiana
$3K -$1.42K -55 -35%
BWM
1744
Baystate Wealth Management
Massachusetts
$3K
CWA
1745
Carolina Wealth Advisors
South Carolina
$3K
HFS
1746
Horizon Financial Services
North Carolina
$3K
JPLA
1747
Joseph P. Lucia & Associates
New York
$3K +$2.59K +100 New
MFM
1748
MD Financial Management
Ontario, Canada
$3K +$2.72K +105 New
TIM
1749
Tortoise Investment Management
New York
$2K +$1.29K +50 New
FGAM
1750
Financial Gravity Asset Management
Texas
$2K +$1.48K +57 New

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.