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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
CSPAM
1926
Cary Street Partners Asset Management
Virginia
-$385K -12,768 Closed
ER
1927
Enlightenment Research
Florida
-$380K -12,600 Closed
CB
1928
Community Bank
New York
-$330K -10,916 Closed
BFM
1929
Boothbay Fund Management
New York
-$320K -10,600 Closed
CCFM
1930
Clear Creek Financial Management
Washington
-$317K -10,519 Closed
CCWA
1931
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$314K -10,418 Closed
IHL
1932
Investment House LLC
California
-$313K -10,356 Closed
BAAM
1933
Baker Avenue Asset Management
California
-$304K -10,090 Closed
QT
1934
Quantamental Technologies
New York
-$304K -10,070 Closed
PCM
1935
Palisade Capital Management
New Jersey
-$279K -9,250 Closed
BWP
1936
Bernardo Wealth Planning
Pennsylvania
-$267K -8,868 Closed
IGGA
1937
Iron Gate Global Advisors
Utah
-$254K -8,441 Closed
T
1938
TRUADVICE
Florida
-$251K -8,335 Closed
AL
1939
AJO LP
Pennsylvania
-$250K -8,308 Closed
RIA
1940
Regal Investment Advisors
Michigan
-$243K -8,037 Closed
BWM
1941
Bulltick Wealth Management
Florida
-$241K -8,000 Closed
PAMP
1942
Polar Asset Management Partners
Ontario, Canada
-$241K -7,979 Closed
EP
1943
Edgestream Partners
New Jersey
-$237K -7,857 Closed
DC
1944
Diametric Capital
Massachusetts
-$232K -7,693 Closed
CWM
1945
Chesapeake Wealth Management
Virginia
-$231K -7,667 Closed
WAAG
1946
Wealth Alliance Advisory Group
Kansas
-$231K -7,663 Closed
MFG
1947
Magnus Financial Group
New York
-$228K -7,568 Closed
OA
1948
Oxbow Advisors
Texas
-$223K -7,396 Closed
LRPA
1949
L. Roy Papp & Associates
Arizona
-$223K -7,388 Closed
SWRP
1950
Summit Wealth & Retirement Planning
California
-$223K -7,388 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.