We are live on ! Find out more
WFC icon

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
MWC
1776
MBM Wealth Consultants
Missouri
$44K
LWP
1777
Lumature Wealth Partners
Georgia
$43K +$38.9K +1,100 New
NC
1778
NewSquare Capital
Pennsylvania
$42K
TAIM
1779
TD Ameritrade Investment Management
Nebraska
$42K
COCM
1780
Charter Oak Capital Management
New Hampshire
$41K +$17.3K +489 +89%
HWA
1781
HHM Wealth Advisors
Tennessee
$40K +$7.04K +199 +24%
APWM
1782
Atlas Private Wealth Management
New York
$39K
HFA
1783
Hoover Financial Advisors
Pennsylvania
$39K
WAM
1784
Westport Asset Management
Connecticut
$39K
FIA
1785
FNY Investment Advisers
New York
$39K +$28.3K +800 +400%
CCMW
1786
Cypress Capital Management (Wyoming)
Wyoming
$38K
PSIWM
1787
Paradigm Strategies in Wealth Management
Minnesota
$38K +$34.6K +977 New
MCA
1788
Mercer Capital Advisers
New Jersey
$37K
TH
1789
TCTC Holdings
Texas
$36K -$1.77K -50 -5%
CAM
1790
Costello Asset Management
Pennsylvania
$31K
OSNBOA
1791
Old Second National Bank of Aurora
Illinois
$31K
WCM
1792
Wealthcare Capital Management
Virginia
$30K +$27.6K +779 New
APWA
1793
Atlas Private Wealth Advisors
New Jersey
$29K +$496 +14 +2%
GAM
1794
Gemmer Asset Management
California
$28K -$10.6K -299 -29%
CHA
1795
Carmichael Hill & Associates
Maryland
$28K +$71 +2 +0.3%
BA
1796
Bellwether Advisors
Nebraska
$28K +$16.1K +455 +172%
AA
1797
AlphaMark Advisors
Kentucky
$27K
CMA
1798
Cedar Mountain Advisors
Oregon
$27K
TCCM
1799
Timber Creek Capital Management
Massachusetts
$27K
HDIM
1800
Hanson & Doremus Investment Management
Vermont
$27K +$1.49K +42 +6%

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.