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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
BAM
1751
Bellevue Asset Management
Washington
$65K
CTB
1752
Country Trust Bank
Illinois
$65K
FFA
1753
Freedman Financial Associates
Massachusetts
$65K
SWA
1754
SOA Wealth Advisors
New York
$64K
LWA
1755
Lenox Wealth Advisors
New York
$61K -$46.8K -1,322 -46%
RWB
1756
RMR Wealth Builders
New Jersey
$61K +$20.1K +568 +58%
BWL
1757
Bogart Wealth LLC
Virginia
$59K
CFN
1758
Cordasco Financial Network
Florida
$59K
AWM
1759
AllSquare Wealth Management
New York
$59K +$31.9K +900 +150%
MGIM
1760
M&G Investment Management
United Kingdom
$58.3K -$9.49M -268,139 -15%
PP
1761
Pacifica Partners
Canada
$57K -$22.8K -643 -31%
JFGIW
1762
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K -$12K -339 -19%
ADL
1763
Asset Dedication LLC
California
$54K -$567K -16,029 -92%
DWA
1764
Dougherty Wealth Advisers
Minnesota
$54K
AWM
1765
Accel Wealth Management
Iowa
$52K -$3.68K -104 -7%
EIP
1766
Ellis Investment Partners
Pennsylvania
$52K
HWA
1767
Heritage Wealth Advisors
Virginia
$51K -$35 -1 -0.1%
LFG
1768
Larson Financial Group
Missouri
$48K +$6.02K +170 +16%
AIG
1769
American International Group
New York
$47.8K -$1.26M -35,470 -3%
ME
1770
McIlrath & Eck
Washington
$47K
KFI
1771
Key Financial Inc
Pennsylvania
$47K +$6.12K +173 +17%
GAM
1772
Grandview Asset Management
Pennsylvania
$47K +$42.6K +1,202 New
HFS
1773
HBC Financial Services
Washington
$46.2K +$38.9K +1,100 New
JMF
1774
Johnson Midwest Financial
Iowa
$46K +$106 +3 +0.3%
Nisa Investment Advisors
1775
Nisa Investment Advisors
Missouri
$46K -$651K -18,394 -2%

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.