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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
Loomis, Sayles & Company
1801
Loomis, Sayles & Company
Massachusetts
$27K +$24.7K +699 New
KFS
1802
Kelly Financial Services
Massachusetts
$26.6K +$8.85K +250 +58%
SL
1803
Savior LLC
Massachusetts
$25K
EAM
1804
Eukles Asset Management
Ohio
$25K +$1.06K +30 +5%
PA
1805
Perennial Advisors
New York
$25K +$23K +650 New
RIA
1806
RPG Investment Advisory
California
$24K -$17.7K -500 -45%
IPW
1807
IronBridge Private Wealth
Texas
$24K
RA
1808
Resolute Advisors
California
$24K +$36.4K +1,027 New
LGWM
1809
Litman Gregory Wealth Management
California
$22K
TF
1810
TimeScale Financial
Massachusetts
$22K +$71 +2 +0.3%
IWP
1811
IAG Wealth Partners
Wisconsin
$21K +$18.7K +529 New
BCPWM
1812
Bradley & Co Private Wealth Management
Florida
$21K +$18.9K +534 New
NCM
1813
New Capital Management
Texas
$20K
HS
1814
Horan Securities
United States
$19K +$2.3K +65 +15%
AFIA
1815
America First Investment Advisors
Nebraska
$18K
FI
1816
FormulaFolio Investments
Michigan
$16K -$508K -14,348 -98%
PAI
1817
Pittenger & Anderson Inc
Nebraska
$16K -$14.2K -400 -50%
IRAG
1818
Investment Research & Advisory Group
Georgia
$16K
OCM
1819
Orion Capital Management
California
$16K
SFP
1820
Sterling Financial Planning
New Jersey
$16K
TIM
1821
Tortoise Investment Management
New York
$16K +$12.4K +350 +700%
BAMG
1822
Brand Asset Management Group
Missouri
$15K +$13.8K +391 New
HF
1823
Halpern Financial
Virginia
$14.4K +$13K +368 New
CFFP
1824
Center for Financial Planning
Michigan
$14K -$16.2K -457 -56%
VIMU
1825
Veritas Investment Management (UK)
United Kingdom
$14K

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.