We are live on ! Find out more
WFC icon

Wells Fargo

1,617 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 541 increasing their positions, 819 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 4857 (+9)

0.19% less ownership

Funds ownership: 68.85%68.65% (-0.19%)

4% less call options, than puts

Call options by funds: $2.13B | Put options by funds: $2.21B

8% less funds holding

Funds holding: 1,7501,617 (-133)

8% less capital invested

Capital invested by funds: $72.2B → $66.4B (-$5.77B)

34% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 819

54% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 223

Holders
1,617
Holders Change
-133
Holders Change %
-7.6%
% of All Funds
32.62%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
103
Increased
541
Reduced
819
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.51B +$385M +15,612,037 +5%
BlackRock
2
BlackRock
New York
$6.96B +$238M +9,644,975 +3%
State Street
3
State Street
Massachusetts
$3.9B +$168M +6,808,966 +4%
Dodge & Cox
4
Dodge & Cox
California
$3.08B +$681M +27,618,684 +27%
Berkshire Hathaway
5
Berkshire Hathaway
Nebraska
$2.99B -$2.72B -110,202,265 -46%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.45B -$141M -5,723,065 -5%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.31B +$596M +24,195,794 +33%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.42B +$106M +4,317,323 +8%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$1.21B
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$1.12B +$442M +17,945,657 +60%
Northern Trust
11
Northern Trust
Illinois
$1.1B +$17M +690,019 +2%
Primecap Management
12
Primecap Management
California
$1.08B -$13.9M -565,920 -1%
Norges Bank
13
Norges Bank
Norway
$1.07B +$181M +7,347,874 +19%
DSA
14
Davis Selected Advisers
Arizona
$973M +$316M +12,841,092 +45%
Invesco
15
Invesco
Georgia
$890M +$319M +12,952,740 +52%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$777M +$98.5M +3,997,031 +14%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$752M +$48.1M +1,952,915 +7%
JP Morgan Chase
18
JP Morgan Chase
New York
$677M +$105M +4,253,796 +17%
Bank of America
19
Bank of America
North Carolina
$650M -$57.3M -2,326,374 -8%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$648M +$102M +4,127,316 +18%
AllianceBernstein
21
AllianceBernstein
Tennessee
$642M +$99M +4,016,737 +17%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$618M +$288M +11,695,766 +80%
Legal & General Group
23
Legal & General Group
United Kingdom
$571M -$16.1M -653,311 -3%
Charles Schwab
24
Charles Schwab
California
$518M +$36.3M +1,471,505 +7%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$456M -$162M -6,576,474 -25%

WFC Hedge Fund Activity: Q3 2020 in Review

1,617 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2020, worth a combined $66.4B — down 8% from $72.2B a quarter earlier.

Sellers outnumbered buyers: 223 funds closed out of WFC and 103 opened new positions — a net loss of 120 holders — while 819 trimmed existing stakes and 541 added.

The largest buyer was Dodge & Cox, adding an estimated $681M. The largest seller was Berkshire Hathaway, cutting an estimated $2.72B.

  • 1,617 institutional investors held Wells Fargo (WFC) as of Q3 2020, down from 1,750 in Q2 2020.
  • Funds reported $66.4B of Wells Fargo stock for Q3 2020, down 8% quarter-over-quarter.
  • 103 funds opened new Wells Fargo positions in Q3 2020 and 223 closed out, a net change of -120 holders.
  • The largest Wells Fargo buyer in Q3 2020 was Dodge & Cox, an estimated $681M added.
  • The largest Wells Fargo seller in Q3 2020 was Berkshire Hathaway, an estimated $2.72B sold.

Based on aggregated 13F filings for Q3 2020.