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Wells Fargo

1,907 hedge funds and large institutions have $156B invested in Wells Fargo in 2021 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 678 increasing their positions, 818 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 114

1% more capital invested

Capital invested by funds: $154B → $156B (+$1.24B)

0% more funds holding in top 10

Funds holding in top 10: 9696 (0)

0.89% less ownership

Funds ownership: 71.32%70.43% (-0.89%)

6% less call options, than puts

Call options by funds: $4.51B | Put options by funds: $4.8B

1% less funds holding

Funds holding: 1,9301,907 (-23)

17% less repeat investments, than reductions

Existing positions increased: 678 | Existing positions reduced: 818

Holders
1,907
Holders Change
-23
Holders Change %
-1.19%
% of All Funds
33.38%
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.68%
New
116
Increased
678
Reduced
818
Closed
114
Calls
$4.51B
Puts
$4.8B
Net Calls
-$291M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$13.3M +$4.67K +101 +0%
FAT
352
First American Trust
California
$13.2M +$640K +13,817 +5%
TU
353
TDAM USA
Ontario, Canada
$13.1M -$87.5K -1,891 -0.7%
VRS
354
Virginia Retirement Systems
Virginia
$12.8M -$46.3K -1,000 -0.4%
BCM
355
Billings Capital Management
Virginia
$12.7M -$117K -2,535 -0.9%
KAM
356
Knightsbridge Asset Management
California
$12.7M +$239K +5,171 +2%
SPC
357
Stewart & Patten Company
California
$12.6M -$456K -9,853 -3%
NMERB
358
New Mexico Educational Retirement Board
New Mexico
$12.6M -$236K -5,100 -2%
Daiwa Securities Group
359
Daiwa Securities Group
Japan
$12.5M +$670K +14,466 +6%
CFIA
360
Cantor Fitzgerald Investment Advisors
New York
$12.5M +$78.6K +1,698 +0.6%
TSW
361
Thompson Siegel & Walmsley
Virginia
$12.5M +$182K +3,941 +1%
PI
362
PineBridge Investments
New York
$12.4M -$3.82M -82,568 -24%
SGK
363
Steigerwald Gordon & Koch
Virginia
$12.4M +$268K +5,801 +2%
Brown Advisory
364
Brown Advisory
Maryland
$12.3M -$910K -19,659 -7%
GH
365
GAM Holding
Switzerland
$12.2M +$1.06K +23 +0%
BT
366
Brandywine Trust
Delaware
$12.2M -$15.3K -330 -0.1%
Pacer Advisors
367
Pacer Advisors
Pennsylvania
$12.2M -$175K -3,783 -1%
LAM
368
Lountzis Asset Management
Pennsylvania
$12.1M -$3.89K -84 -0%
GAM
369
Griffin Asset Management
New York
$12M +$1.18M +25,495 +11%
SMDAM
370
Sumitomo Mitsui DS Asset Management
Japan
$12M -$107K -2,315 -0.9%
Mercer Global Advisors
371
Mercer Global Advisors
Colorado
$12M +$2.02M +43,554 +20%
CGH
372
Crossmark Global Holdings
Texas
$12M +$3.55M +76,768 +42%
SG Americas Securities
373
SG Americas Securities
New York
$11.9M -$146M -3,143,885 -92%
LSERS
374
Louisiana State Employees Retirement System
Louisiana
$11.9M -$97.2K -2,100 -0.8%
MHC
375
Meyer Handelman Company
New York
$11.8M +$218K +4,700 +2%

WFC Hedge Fund Activity: Q3 2021 in Review

1,907 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2021, worth a combined $156B — up 0.8% from $154B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new WFC positions and 114 closed out — a net gain of 2 holders — while 678 added to existing stakes and 818 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $1.04B. The largest seller was Susquehanna International Group, cutting an estimated $827M.

  • 1,907 institutional investors held Wells Fargo (WFC) as of Q3 2021, down from 1,930 in Q2 2021.
  • Funds reported $156B of Wells Fargo stock for Q3 2021, up 0.8% quarter-over-quarter.
  • 116 funds opened new Wells Fargo positions in Q3 2021 and 114 closed out, a net change of +2 holders.
  • The largest Wells Fargo buyer in Q3 2021 was Capital World Investors, an estimated $1.04B added.
  • The largest Wells Fargo seller in Q3 2021 was Susquehanna International Group, an estimated $827M sold.

Based on aggregated 13F filings for Q3 2021.