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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
APW
1801
Acima Private Wealth
Virginia
-$129K -5,028 Closed
LWS
1802
Lucia Wealth Services
California
-$122K -4,784 Closed
THWM
1803
Taylor Hoffman Wealth Management
Virginia
-$121K -4,732 Closed
FANJ
1804
Financial Architects (New Jersey)
New Jersey
-$110K -4,290 Closed
CWP
1805
CFM Wealth Partners
Texas
-$103K -4,054 Closed
AW
1806
Alpha Windward
Massachusetts
-$101K -3,959 Closed
RWB
1807
RMR Wealth Builders
New Jersey
-$99K -3,884 Closed
PCIA
1808
Prime Capital Investment Advisors
Kansas
-$86K -3,345 Closed
FMB
1809
Field & Main Bank
Kentucky
-$76K -2,955 Closed
BL
1810
Balentine LLC
Georgia
-$71K -2,764 Closed
ACA
1811
Atlas Capital Advisors
Wyoming
-$57.6K -2,249 Closed
C
1812
Cerebellum
California
-$132K -2,174 Closed
PIMG
1813
Patriot Investment Management Group
Tennessee
-$51.2K -2,000 Closed
WR
1814
Watson Rebecca
-$37K -1,464 Closed
HFA
1815
Hoover Financial Advisors
Pennsylvania
-$37K -1,450 Closed
Loomis, Sayles & Company
1816
Loomis, Sayles & Company
Massachusetts
-$37K -1,437 Closed
TFA
1817
Transamerica Financial Advisors
Florida
-$32K -1,234 Closed
FWM
1818
Filbrandt Wealth Management
Wisconsin
-$26K -1,000 Closed
PA
1819
Procyon Advisors
Connecticut
-$20K -780 Closed
FWM
1820
FSA Wealth Management
Massachusetts
-$19K -725 Closed
FIA
1821
FNY Investment Advisers
New York
-$16K -651 Closed
TC
1822
Truvestments Capital
Florida
-$16K -637 Closed
MDCM
1823
Morgan Dempsey Capital Management
Wisconsin
-$13K -519 Closed
CWM
1824
Campbell Wealth Management
Virginia
-$13K -518 Closed
EWP
1825
Engrave Wealth Partners
Texas
-$13K -513 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.