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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
PCS
1776
Personal CFO Solutions
New Jersey
-$211K -8,233 Closed
CAM
1777
Claret Asset Management
Quebec, Canada
-$210K -8,222 Closed
GSBTD
1778
Glenview State Bank Trust Department
Illinois
-$210K -8,210 Closed
OC
1779
Oarsman Capital
Wisconsin
-$209K -8,178 Closed
IP
1780
Intellectus Partners
California
-$209K -8,165 Closed
CCT
1781
Chemung Canal Trust
New York
-$208K -8,120 Closed
NG
1782
Northstar Group
New York
-$208K -8,104 Closed
BFIC
1783
Bedell Frazier Investment Counselling
California
-$206K -8,054 Closed
NP
1784
NorthRock Partners
Minnesota
-$206K -8,047 Closed
WCM
1785
Washington Capital Management
Washington
-$205K -8,000 Closed
CFG
1786
Cooper Financial Group
California
-$205K -7,991 Closed
AWM
1787
Absher Wealth Management
North Carolina
-$204K -7,953 Closed
FIM
1788
Fruth Investment Management
Texas
-$203K -7,942 Closed
WCM
1789
Wedge Capital Management
North Carolina
-$203K -7,941 Closed
PL
1790
Plancorp LLC
Missouri
-$202K -7,909 Closed
NQWM
1791
Northwest Quadrant Wealth Management
Oregon
-$203K -7,908 Closed
WSTAM
1792
Wilbanks Smith & Thomas Asset Management
Virginia
-$202K -7,887 Closed
HVIA
1793
Hudson Valley Investment Advisors
New York
-$201K -7,849 Closed
MSA
1794
Marino Stram & Associates
Massachusetts
-$200K -7,802 Closed
HI
1795
Hendershot Investments
Virginia
-$183K -7,151 Closed
RDWM
1796
Red Door Wealth Management
Tennessee
-$161K -6,323 Closed
BFM
1797
Boston Financial Management
Massachusetts
-$144K -5,624 Closed
KWM
1798
Keebeck Wealth Management
Illinois
-$143K -5,600 Closed
SBSB
1799
Sullivan, Bruyette, Speros & Blaney
Virginia
-$135K -5,293 Closed
RPAM
1800
Rhenman & Partners Asset Management
Sweden
-$135K -5,272 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.