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Wells Fargo

1,757 hedge funds and large institutions have $87B invested in Wells Fargo in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 488 increasing their positions, 843 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 109

47% more funds holding in top 10

Funds holding in top 10: 5784 (+27)

31% more capital invested

Capital invested by funds: $66.4B → $87B (+$20.6B)

13% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.15B

9% more funds holding

Funds holding: 1,6171,757 (+140)

1.1% more ownership

Funds ownership: 68.65%69.76% (+1.1%)

42% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 843

Holders
1,757
Holders Change
+140
Holders Change %
+8.66%
% of All Funds
31.09%
Holding in Top 10
84
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+47.37%
% of All Funds
1.49%
New
275
Increased
488
Reduced
843
Closed
109
Calls
$3.56B
Puts
$3.15B
Net Calls
+$415M
Net Calls Change
+$494M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1801
Fosun International
China
-$419K -18,000 Closed
TFA
1802
Teamwork Financial Advisors
Texas
-$407K -17,331 Closed
BOH
1803
Bank of Hawaii
Hawaii
-$406K -17,285 Closed
WAP
1804
Wealthcare Advisory Partners
Pennsylvania
-$405K -17,217 Closed
EAM
1805
Eagle Asset Management
Florida
-$387K -16,677 Closed
VHAM
1806
Van Hulzen Asset Management
California
-$378K -16,098 Closed
VFM
1807
Vivid Financial Management
California
-$363K -15,440 Closed
NERM
1808
New England Research & Management
Illinois
-$356K -15,140 Closed
MFG
1809
Menard Financial Group
Texas
-$344K -14,613 Closed
BI
1810
Ballast Inc
Kentucky
-$340K -14,496 Closed
GA
1811
Greytown Advisors
Florida
-$333K -14,184 Closed
TP
1812
Truvvo Partners
New York
-$330K -14,073 Closed
SYBT
1813
Stock Yards Bank & Trust
Kentucky
-$325K -13,832 Closed
QCM
1814
Quest Capital Management
Texas
-$320K -13,611 Closed
QGA
1815
Q Global Advisors
Texas
-$351K -13,556 Closed
DWA
1816
Divergent Wealth Advisors
Utah
-$285K -12,121 Closed
WCM
1817
Weld Capital Management
New York
-$281K -11,968 Closed
CFA
1818
Capstone Financial Advisors
Illinois
-$274K -11,675 Closed
CWM
1819
Cordatus Wealth Management
Pennsylvania
-$274K -11,659 Closed
SCA
1820
Snowden Capital Advisors
New York
-$258K -10,976 Closed
KWA
1821
KCS Wealth Advisory
California
-$238K -10,120 Closed
GWAG
1822
Garrett Wealth Advisory Group
Texas
-$238K -10,105 Closed
SHGA
1823
Sand Hill Global Advisors
California
-$235K -9,998 Closed
CC
1824
Cedar Capital
Illinois
-$234K -9,942 Closed
RC
1825
Roundview Capital
New Jersey
-$232K -9,881 Closed

WFC Hedge Fund Activity: Q4 2020 in Review

1,757 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2020, worth a combined $87B — up 31% from $66.4B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new WFC positions and 109 closed out — a net gain of 166 holders — while 488 added to existing stakes and 843 trimmed.

The largest buyer was Sanders Capital, adding an estimated $947M. The largest seller was Berkshire Hathaway, cutting an estimated $1.94B.

  • 1,757 institutional investors held Wells Fargo (WFC) as of Q4 2020, up from 1,617 in Q3 2020.
  • Funds reported $87B of Wells Fargo stock for Q4 2020, up 31% quarter-over-quarter.
  • 275 funds opened new Wells Fargo positions in Q4 2020 and 109 closed out, a net change of +166 holders.
  • The largest Wells Fargo buyer in Q4 2020 was Sanders Capital, an estimated $947M added.
  • The largest Wells Fargo seller in Q4 2020 was Berkshire Hathaway, an estimated $1.94B sold.

Based on aggregated 13F filings for Q4 2020.