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Wells Fargo

1,930 hedge funds and large institutions have $154B invested in Wells Fargo in 2021 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 677 increasing their positions, 781 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 114

36% more capital invested

Capital invested by funds: $113B → $154B (+$41.3B)

3% more funds holding

Funds holding: 1,8731,930 (+57)

1.09% more ownership

Funds ownership: 70.23%71.32% (+1.1%)

2% less call options, than puts

Call options by funds: $4.09B | Put options by funds: $4.16B

9% less funds holding in top 10

Funds holding in top 10: 10596 (-9)

13% less repeat investments, than reductions

Existing positions increased: 677 | Existing positions reduced: 781

Holders
1,930
Holders Change
+57
Holders Change %
+3.04%
% of All Funds
33.59%
Holding in Top 10
96
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.57%
% of All Funds
1.67%
New
184
Increased
677
Reduced
781
Closed
114
Calls
$4.09B
Puts
$4.16B
Net Calls
-$72.5M
Net Calls Change
-$747M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
301
Edmond de Rothschild Holding
Switzerland
$21.5M +$5.21M +116,700 +33%
Axa
302
Axa
France
$21.5M -$617K -13,824 -3%
OAM
303
Oppenheimer Asset Management
New York
$21.4M +$197K +4,401 +0.9%
GC
304
Guggenheim Capital
Illinois
$21.2M -$1.02M -22,763 -5%
DAM
305
Delta Asset Management
Tennessee
$20.4M -$9.38K -210 -0%
BPCE
306
Bank Pictet & Cie (Europe)
Germany
$20M -$151K -3,379 -0.8%
Voloridge Investment Management
307
Voloridge Investment Management
Florida
$19.8M +$19.6M +438,135 New
FM
308
Freemont Management
Switzerland
$19.8M
NAM
309
Nissay Asset Management
Japan
$19.6M +$2.95M +66,136 +18%
CIBC Asset Management
310
CIBC Asset Management
Ontario, Canada
$19.1M +$998K +22,356 +6%
PI
311
PEAK6 Investments
Illinois
$18.4M -$5.54M -124,031 -23%
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$18.4M +$310K +6,941 +2%
GPC
313
Guardian Point Capital
Virginia
$18.1M
UCFA
314
United Capital Financial Advisors
Texas
$18M +$73.1K +1,637 +0.4%
RAM
315
Rempart Asset Management
Canada
$17.8M +$17.6M +393,546 New
SLAM
316
Swiss Life Asset Management
$17.8M +$17.7M +395,929 +1,202%
KA
317
KLCM Advisors
Wisconsin
$17.5M -$1.44M -32,150 -8%
NIPH
318
NN Investment Partners Holdings
Netherlands
$17.3M +$5.11M +114,436 +43%
Man Group
319
Man Group
United Kingdom
$17.1M -$9.9M -221,696 -37%
PA
320
Profund Advisors
Maryland
$17M +$10.1M +226,962 +152%
GLA
321
Great Lakes Advisors
Illinois
$17M +$7.65M +171,360 +84%
SBWIC
322
Schaper Benz & Wise Investment Counsel
Wisconsin
$16.5M -$7.9K -177 -0%
IC
323
Inverness Counsel
New York
$16.5M +$10.1M +226,085 +164%
CC
324
Carlson Capital
Texas
$16.4M -$20.2M -453,402 -56%
Caisse de Depot et Placement du Quebec (CDPQ)
325
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.2M -$30.8M -689,607 -66%

WFC Hedge Fund Activity: Q2 2021 in Review

1,930 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2021, worth a combined $154B — up 36% from $113B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new WFC positions and 114 closed out — a net gain of 70 holders — while 677 added to existing stakes and 781 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $987M. The largest seller was Sanders Capital, cutting an estimated $811M.

  • 1,930 institutional investors held Wells Fargo (WFC) as of Q2 2021, up from 1,873 in Q1 2021.
  • Funds reported $154B of Wells Fargo stock for Q2 2021, up 36% quarter-over-quarter.
  • 184 funds opened new Wells Fargo positions in Q2 2021 and 114 closed out, a net change of +70 holders.
  • The largest Wells Fargo buyer in Q2 2021 was Fidelity Investments, an estimated $987M added.
  • The largest Wells Fargo seller in Q2 2021 was Sanders Capital, an estimated $811M sold.

Based on aggregated 13F filings for Q2 2021.