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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
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$12.1M
AIM
377
Aigen Investment Management
New York
$12.1M +$11.9M +266,462 New
Pacer Advisors
378
Pacer Advisors
Pennsylvania
$12M +$1.05M +23,539 +10%
TSW
379
Thompson Siegel & Walmsley
Virginia
$12M -$1.11M -24,816 -9%
BT
380
Brandywine Trust
Delaware
$11.9M +$412K +9,235 +4%
PAG
381
Private Advisor Group
New Jersey
$11.9M +$614K +13,758 +6%
GH
382
GAM Holding
Switzerland
$11.9M -$85.3K -1,911 -0.7%
LAM
383
Lountzis Asset Management
Pennsylvania
$11.8M +$36.2K +810 +0.3%
SMDAM
384
Sumitomo Mitsui DS Asset Management
Japan
$11.8M +$543K +12,156 +5%
SGK
385
Steigerwald Gordon & Koch
Virginia
$11.8M +$556K +12,460 +5%
LSERS
386
Louisiana State Employees Retirement System
Louisiana
$11.7M +$71.4K +1,600 +0.6%
CG
387
Cynosure Group
Utah
$11.3M -$72.2K -1,618 -0.6%
MHC
388
Meyer Handelman Company
New York
$11.3M +$277K +6,200 +3%
MAA
389
Matrix Asset Advisors
New York
$11.2M -$213K -4,762 -2%
WIM
390
Wittenberg Investment Management
Massachusetts
$11.2M -$1,000K -22,387 -8%
OCM
391
Olstein Capital Management
New York
$11.2M -$1.47M -33,000 -12%
BCM
392
Bluefin Capital Management
New York
$11M +$2.93M +65,624 +37%
CIS
393
Connors Investor Services
Pennsylvania
$11M +$165K +3,685 +2%
Daiwa Securities Group
394
Daiwa Securities Group
Japan
$10.9M +$558K +12,496 +6%
KRS
395
Kentucky Retirement Systems
Kentucky
$10.9M -$439K -9,842 -4%
TG
396
TCW Group
California
$10.9M +$1.57M +35,090 +17%
CWM
397
Calamos Wealth Management
Illinois
$10.8M -$947K -21,209 -8%
DADC
398
D.A. Davidson & Co
Montana
$10.8M +$562K +12,579 +6%
JFL
399
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.7M -$1.44M -32,342 -12%
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$10.7M -$19.3M -432,801 -65%

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.