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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
SWM
1726
Selective Wealth Management
Virginia
$81K +$14.7K +414 +25%
GFPC
1727
Global Financial Private Client
Florida
$80.1K
FFC
1728
First Financial Corp
Indiana
$80K
VBCG
1729
Valley Brook Capital Group
Pennsylvania
$80K
TFIPS
1730
Towarzystwo Funduszy Inwestycyjnych PZU SA
$78.1K +$24.8K +700 +54%
AWC
1731
Abundance Wealth Counselors
Pennsylvania
$78K +$70.8K +2,000 New
MS
1732
Maven Securities
Jersey
$77K -$1.62M -45,634 -96%
ADIM
1733
Alpha DNA Investment Management
Maryland
$75K -$25.1K -709 -27%
HIM
1734
Hillsdale Investment Management
Ontario, Canada
$75K +$29.4K +830 +75%
LTI
1735
Laffer Tengler Investments
Tennessee
$74.3K
EWM
1736
Endurance Wealth Management
Rhode Island
$74K -$1.63K -46 -2%
ATC
1737
Adirondack Trust Company
New York
$74K
SGAM
1738
Smith Group Asset Management
Texas
$74K +$3.72K +105 +6%
PIA
1739
Powell Investment Advisors
Florida
$73K
JGIA
1740
Jackson Grant Investment Advisers
Connecticut
$72K +$65.6K +1,854 New
GCM
1741
Gables Capital Management
Florida
$70K
MPWT
1742
MassMutual Private Wealth & Trust
Connecticut
$69K -$44.4K -1,253 -42%
CIR
1743
Clear Investment Research
Georgia
$69K
EARNEST Partners
1744
EARNEST Partners
Georgia
$69K
FMTCOCP
1745
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K +$9.42K +266 +18%
CWM
1746
Cranbrook Wealth Management
Michigan
$68K -$21.9K -620 -26%
AIC
1747
Archer Investment Corporation
Indiana
$67.6K +$33.1K +936 +118%
FCMT
1748
Founders Capital Management (Texas)
Texas
$67K -$2.76M -78,065 -98%
KPCM
1749
Kings Point Capital Management
New York
$67K +$35.4K +1,000 +139%
MWM
1750
Mascoma Wealth Management
New Hampshire
$66K +$59.8K +1,689 New

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.