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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
IMRF
401
Illinois Municipal Retirement Fund
Illinois
$10.6M +$625K +14,002 +6%
CS
402
Candriam SCA
Luxembourg
$10.6M +$297K +6,657 +3%
GAM
403
Griffin Asset Management
New York
$10.6M +$1.48M +33,206 +17%
Mariner
404
Mariner
Kansas
$10.6M +$864K +19,360 +9%
SAM
405
Sabadell Asset Management
Spain
$10.5M +$10.3M +230,768 New
HCM
406
Hillman Capital Management
Maryland
$10.4M -$15K -337 -0.1%
SAM
407
Shell Asset Management
Netherlands
$10.4M -$6.46M -144,674 -39%
X
408
Xponance
Pennsylvania
$10.3M +$2.3M +51,546 +29%
CCM
409
Callodine Capital Management
Massachusetts
$10.2M
IM
410
Islet Management
New York
$10.2M +$10M +225,000 New
MP
411
MSD Partners
New York
$10.2M -$40.1M -898,580 -80%
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$399K +8,929 +4%
PMAM
413
Picton Mahoney Asset Management
Ontario, Canada
$10.1M -$6.26M -140,155 -38%
WP
414
WealthSource Partners
California
$9.99M +$269K +6,015 +3%
Jacobs Levy Equity Management
415
Jacobs Levy Equity Management
New Jersey
$9.8M +$4.56M +102,218 +90%
GWM
416
Geneos Wealth Management
Colorado
$9.75M -$1.58M -35,273 -14%
GA
417
GFS Advisors
Texas
$9.73M -$1.27M -28,420 -12%
AAA
418
Adams Asset Advisors
Texas
$9.72M -$1.09M -24,336 -10%
Mercer Global Advisors
419
Mercer Global Advisors
Colorado
$9.71M +$303K +6,775 +3%
CHAM
420
Clear Harbor Asset Management
Connecticut
$9.64M -$93.1K -2,086 -1%
FNF
421
Fidelity National Financial
Florida
$9.51M
SFI
422
Sonic Fund II
Hawaii
$9.45M
BG
423
Bahl & Gaynor
Ohio
$9.36M -$795K -17,808 -8%
AWM
424
AE Wealth Management
Kansas
$9.28M -$400K -8,953 -4%
EGA
425
Eagle Global Advisors
Texas
$9.24M +$295K +6,606 +3%

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.