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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
NIM
1951
NuWave Investment Management
New Jersey
-$220K -7,306 Closed
VCWA
1952
Vanguard Capital Wealth Advisors
Colorado
-$217K -7,300 Closed
HIM
1953
HawsGoodwin Investment Management
Tennessee
-$216K -7,170 Closed
EWA
1954
Exencial Wealth Advisors
Oklahoma
-$206K -6,811 Closed
SAG
1955
Spotlight Asset Group
Illinois
-$204K -6,763 Closed
BWA
1956
Burt Wealth Advisors
Maryland
-$153K -5,070 Closed
PCA
1957
Peddock Capital Advisors
Massachusetts
-$118K -3,905 Closed
RWA
1958
Ropes Wealth Advisors
Massachusetts
-$93K -3,075 Closed
CYG
1959
Clean Yield Group
Vermont
-$86K -2,848 Closed
EA
1960
Elm Advisors
California
-$69K -2,290 Closed
RPWA
1961
Regent Peak Wealth Advisors
Georgia
-$65K -2,139 Closed
BBHBI
1962
B, B, H, & B Inc
Alabama
-$62K -2,074 Closed
VCG
1963
Vantage Consulting Group
Virginia
-$62K -2,041 Closed
RG
1964
Retirement Group
California
-$70.8K -2,000 -100%
BWM
1965
Birchcreek Wealth Management
Ohio
-$49K -1,645 Closed
IA
1966
Inspire Advisors
Idaho
-$38K -1,270 Closed
CTFG
1967
Capstone Triton Financial Group
Oklahoma
-$36K -1,209 Closed
SIAG
1968
Safeguard Investment Advisory Group
California
-$34K -1,152 Closed
AWG
1969
Altus Wealth Group
Colorado
-$33K -1,105 Closed
TIAM2
1970
Tru Independence Asset Management 2
Oregon
-$32K -1,050 Closed
YAL
1971
Your Advocates Ltd
Texas
-$22K -921 Closed
PS
1972
Planned Solutions
California
-$27K -900 Closed
BSSFA
1973
Baron Silver Stevens Financial Advisors
Florida
-$26K -862 Closed
BCM
1974
Bourgeon Capital Management
Connecticut
-$23K -750 Closed
KC
1975
Kinloch Capital
Virginia
-$16K -540 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.