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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.8B +$386M +10,891,081 +3%
BlackRock
2
BlackRock
New York
$11.1B -$9.03M -255,168 -0.1%
State Street
3
State Street
Massachusetts
$6.88B +$307M +8,669,219 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$6.47B +$1.13B +31,795,484 +24%
Dodge & Cox
5
Dodge & Cox
California
$5.79B -$12.5M -351,695 -0.2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$5.04B +$795M +22,458,740 +21%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.63B +$302M +8,527,838 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.4B +$57M +1,610,726 +3%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$2.01B
Primecap Management
10
Primecap Management
California
$1.94B +$39.2M +1,106,150 +2%
Sanders Capital
11
Sanders Capital
Florida
$1.87B +$28.9M +815,990 +2%
Northern Trust
12
Northern Trust
Illinois
$1.74B -$4.5M -127,220 -0.3%
Eagle Capital Management (New York)
13
Eagle Capital Management (New York)
New York
$1.68B -$103M -2,909,256 -6%
DSA
14
Davis Selected Advisers
Arizona
$1.6B +$20.4M +575,517 +1%
Invesco
15
Invesco
Georgia
$1.46B -$35.1M -990,175 -3%
Norges Bank
16
Norges Bank
Norway
$1.43B -$21.2M -599,991 -2%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$1.4B -$43.6M -1,231,100 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.24B +$31.5M +890,486 +3%
AllianceBernstein
19
AllianceBernstein
Tennessee
$1.13B -$105M -2,971,090 -9%
UBS AM
20
UBS AM
Illinois
$995M -$72.2M -2,038,739 -7%
Bank of America
21
Bank of America
North Carolina
$903M +$162M +4,562,100 +25%
Morgan Stanley
22
Morgan Stanley
New York
$891M +$128M +3,614,138 +19%
Legal & General Group
23
Legal & General Group
United Kingdom
$887M -$37.7M -1,064,143 -4%
Charles Schwab
24
Charles Schwab
California
$854M -$53.5M -1,512,002 -6%
Pzena Investment Management
25
Pzena Investment Management
New York
$788M -$10.7M -303,540 -1%

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.