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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
AWM
401
AE Wealth Management
Kansas
$9.84M +$333K +7,200 +4%
CP
402
Clayton Partners
California
$9.77M +$464K +10,033 +5%
Voloridge Investment Management
403
Voloridge Investment Management
Florida
$9.77M -$10.5M -227,676 -52%
FNF
404
Fidelity National Financial
Florida
$9.75M
X
405
Xponance
Pennsylvania
$9.63M -$971K -20,987 -9%
ACM
406
Ategra Capital Management
Virginia
$9.62M +$2.09M +45,125 +28%
CB
407
Commerce Bank
Missouri
$9.61M +$433K +9,365 +5%
WorldQuant Millennium Advisors
408
WorldQuant Millennium Advisors
New York
$9.49M -$27.2M -588,719 -74%
EGA
409
Eagle Global Advisors
Texas
$9.44M -$29.4K -636 -0.3%
Group One Trading
410
Group One Trading
Illinois
$9.37M -$31.6M -682,425 -77%
HCM
411
Harspring Capital Management
New York
$9.28M
MFP
412
Michael F. Price
$9.28M
MG
413
Markel Group
Virginia
$9.07M
CA
414
CSM Advisors
Pennsylvania
$9.02M +$97.2K +2,100 +1%
PMG
415
ProVise Management Group
Florida
$8.9M +$368K +7,941 +4%
CIBC Private Wealth Group
416
CIBC Private Wealth Group
Georgia
$8.87M -$2.04M -44,115 -19%
AIM
417
Achmea Investment Management
Netherlands
$8.87M +$2.24M +48,491 +34%
Vontobel Holding
418
Vontobel Holding
Switzerland
$8.86M -$692K -14,949 -7%
CSS
419
Cubist Systematic Strategies
Connecticut
$8.85M +$4.82M +104,117 +120%
PIM
420
Perpetual Investment Management
Australia
$8.79M -$5.34M -115,349 -38%
NMIMC
421
Northwestern Mutual Investment Management Company
Wisconsin
$8.66M -$55.9K -1,207 -0.6%
LM
422
Lincluden Management
Ontario, Canada
$8.64M -$653K -14,098 -7%
Cetera Investment Advisers
423
Cetera Investment Advisers
Illinois
$8.59M +$345K +7,457 +4%
MIFH
424
Migdal Insurance & Financial Holdings
Israel
$8.51M -$432K -9,328 -5%
Capstone Investment Advisors
425
Capstone Investment Advisors
New York
$8.45M +$8.29M +179,084 +5,866%

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.