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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
RCM
426
RNC Capital Management
California
$8.45M +$3.47K +75 +0%
FCH
427
Freestone Capital Holdings
Washington
$8.42M +$538K +11,628 +7%
SA
428
Sicart Associates
New York
$8.3M -$291K -6,280 -3%
GIA
429
Guyasuta Investment Advisors
Pennsylvania
$8.29M -$4.86K -105 -0.1%
WAM
430
World Asset Management
Michigan
$8.13M -$650K -14,046 -7%
TAM
431
Tocqueville Asset Management
New York
$7.92M +$795K +17,180 +11%
CAM
432
Chou Associates Management
Ontario, Canada
$7.87M
TCM
433
Tufton Capital Management
Maryland
$7.85M +$190K +4,108 +2%
VI
434
Vestcor Inc
New Brunswick, Canada
$7.85M -$466K -10,068 -6%
BIG
435
Boothe Investment Group
Delaware
$7.72M +$58.8K +1,271 +0.8%
DWT
436
Dorsey & Whitney Trust
South Dakota
$7.71M +$4.17K +90 +0.1%
CAN
437
Cetera Advisor Networks
California
$7.69M +$737K +15,922 +11%
PL
438
Parkwood LLC
Ohio
$7.68M -$31.7K -684 -0.4%
GIM
439
Grassi Investment Management
California
$7.62M +$431K +9,302 +6%
AIA
440
Allied Investment Advisors
Montana
$7.59M -$36.6K -791 -0.5%
GG
441
Gofen & Glossberg
Illinois
$7.49M -$165K -3,568 -2%
BF
442
BOK Financial
Oklahoma
$7.44M +$7.42M +160,338 New
DY
443
Dowling & Yahnke
California
$7.39M +$837K +18,092 +13%
NEAM
444
New England Asset Management
Connecticut
$7.37M +$194K +4,200 +3%
SFI
445
Sonic Fund II
Hawaii
$7.36M -$2.31M -50,000 -24%
ECM
446
Elgethun Capital Management
South Dakota
$7.32M -$582K -12,575 -7%
MML Investors Services
447
MML Investors Services
Massachusetts
$7.32M +$690K +14,904 +10%
HCMT
448
Highland Capital Management (Tennessee)
Tennessee
$7.3M -$189K -4,093 -3%
RJT
449
Raymond James Trust
Florida
$7.3M +$154K +3,335 +2%
CIP
450
Chartwell Investment Partners
Pennsylvania
$7.28M +$669K +14,452 +10%

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.