We are live on ! Find out more
WFC icon

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
RAM
1851
Riggs Asset Management
Pennsylvania
$5K
FGAM
1852
Financial Gravity Asset Management
Texas
$4.89K +$2.41K +68 +119%
Walleye Capital
1853
Walleye Capital
New York
$4.85K +$419K +11,843 +11%
BWM
1854
Baystate Wealth Management
Massachusetts
$4K
FEG
1855
Financial Enhancement Group
Indiana
$4K
HFS
1856
Horizon Financial Services
North Carolina
$4K
MCM
1857
MV Capital Management
Maryland
$4K +$3.22K +91 New
BBHC
1858
Brown Brothers Harriman & Co
New York
$3.58K -$1.62M -45,725 -33%
SJIM
1859
St. Johns Investment Management
Florida
$2K +$1.88K +53 New
MIH
1860
Meitav Investment House
Israel
$1.37K -$255K -7,190 -17%
DI
1861
Disciplined Investments
Oklahoma
$1K -$7.04K -199 -89%
MLFP
1862
MPS Loria Financial Planners
Illinois
$1K -$6.58K -186 -86%
VRM
1863
Vectors Research Management
New York
$1K -$3.01K -85 -77%
BG
1864
Bollard Group
Massachusetts
$1K
RCA
1865
Ranch Capital Advisors
Florida
$1K
TFA
1866
Toth Financial Advisory
Virginia
$1K
1WM
1867
1900 Wealth Management
Texas
$395 +$359K +10,128 New
AMC
1868
Asset Management Corp
Illinois
$218 -$239K -6,745 -55%
SWM
1869
Sugarloaf Wealth Management
Georgia
$159 -$19.2K -541 -12%
MG
1870
MilWealth Group
Wisconsin
$39 +$35 +1 New
WIM
1871
Westside Investment Management
California
$11
WPL
1872
WINDACRE PARTNERSHIP LLC
Texas
-$370M -12,244,100 Closed
Two Sigma Advisers
1873
Two Sigma Advisers
New York
-$279M -9,235,000 Closed
Renaissance Technologies
1874
Renaissance Technologies
New York
-$236M -7,811,211 Closed
Arrowstreet Capital
1875
Arrowstreet Capital
Massachusetts
-$214M -7,088,862 Closed

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.