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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
SCA
1826
Stuart Chaussee & Associates
California
$14K +$12.9K +365 New
CCM
1827
Cribstone Capital Management
Maine
$13K
FPW
1828
Flagship Private Wealth
Massachusetts
$12.9K -$24.8K -700 -68%
EWA
1829
Evolution Wealth Advisors
Florida
$12K
TFM
1830
TFC Financial Management
Massachusetts
$12K
MFT
1831
Moisand Fitzgerald Tamayo
Florida
$12K +$5.31K +150 +100%
MS
1832
Mizuho Securities
Japan
$11K -$708 -20 -7%
AJ
1833
Ashburton (Jersey)
Jersey
$11K
SIAP
1834
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K +$35 +1 +0.4%
CWA
1835
Carolina Wealth Advisors
South Carolina
$10K +$4.82K +136 +120%
TFGT
1836
TS Financial Group (TSFG)
Illinois
$9K -$2.58K -73 -23%
RBC
1837
Roble Belko & Company
Pennsylvania
$9K
SIS
1838
Sound Income Strategies
Florida
$8.87K -$6.94K -196 -46%
FNBOSM
1839
First National Bank of South Miami
Florida
$8K
GG
1840
Gleason Group
Kentucky
$8K
FMP
1841
Financial Management Professionals
Texas
$8K +$6.12K +173 +455%
CAL
1842
Capital Advisors Ltd
Ohio
$7K
TIAM
1843
TT International Asset Management
United Kingdom
$6.24K +$5.66M +159,763 New
CBT
1844
Central Bank & Trust
Kentucky
$6K
GWMIA
1845
Global Wealth Management Investment Advisory
Florida
$6K
JPLA
1846
Joseph P. Lucia & Associates
New York
$6K +$2.23K +63 +63%
TCWM
1847
Total Clarity Wealth Management
Illinois
$6K +$5.03K +142 New
CIA
1848
CSat Investment Advisory
Michigan
$5K -$1.56K -44 -26%
PGAM
1849
Princeton Global Asset Management
New Jersey
$5K
PG
1850
Proffitt & Goodson
Tennessee
$5K

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.