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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
Koshinski Asset Management
1826
Koshinski Asset Management
Illinois
-$250 -9,748 Closed
NGA
1827
Naples Global Advisors
Florida
-$226K -9,610 Closed
CPA
1828
Clear Perspective Advisors
Illinois
-$1.31K -9,326 Closed
GW
1829
GW & Wade
Massachusetts
-$218K -9,282 Closed
ACM
1830
Alpha Capital Management
Texas
-$217K -9,224 Closed
FWM
1831
Fairhaven Wealth Management
Illinois
-$216K -9,180 Closed
AIC
1832
Ameritas Investment Company
Nebraska
-$233K -9,112 Closed
VAG
1833
VisionPoint Advisory Group
Texas
-$212K -9,030 Closed
CT
1834
Coastline Trust
Rhode Island
-$208K -8,843 Closed
GSWM
1835
Golden State Wealth Management
California
-$208K -8,842 Closed
LA
1836
LVW Advisors
New York
-$206K -8,743 Closed
AB
1837
Atlas Brown
Kentucky
-$202K -8,611 Closed
B
1838
Bellecapital
Switzerland
-$200K -8,519 Closed
AII
1839
AGF Investments Inc
Ontario, Canada
-$182K -7,752 Closed
SXL
1840
Summit X LLC
Missouri
-$1.1K -6,806 Closed
WCG
1841
Weaver Consulting Group
California
-$118K -5,034 Closed
SMFG
1842
Sumitomo Mitsui Financial Group
Japan
-$78K -3,350 Closed
JGIA
1843
Jackson Grant Investment Advisers
Connecticut
-$76K -3,216 Closed
SM
1844
SG3 Management
Puerto Rico
-$82.8K -3,200 Closed
BWM
1845
BNC Wealth Management
Oregon
-$62K -2,630 Closed
PWM
1846
Provident Wealth Management
Tennessee
-$45K -1,900 Closed
AWM
1847
Adams Wealth Management
Utah
-$31K -1,301 Closed
FQ
1848
First Quadrant
California
-$28K -1,200 Closed
BBL
1849
Beck Bode LLC
Massachusetts
-$27K -1,150 Closed
CAC
1850
Cowen and Company
New York
-$19K -820 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.