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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
GIA
451
Guyasuta Investment Advisors
Pennsylvania
$8.1M +$52.6K +1,179 +0.7%
Cetera Investment Advisers
452
Cetera Investment Advisers
Illinois
$8.05M +$640K +14,332 +9%
AMG
453
Advisors Management Group
Wisconsin
$7.97M +$958K +21,460 +14%
AF
454
Ally Financial
Michigan
$7.93M -$17M -380,000 -68%
ECM
455
Elgethun Capital Management
South Dakota
$7.71M +$112K +2,498 +1%
CM
456
Crestline Management
Texas
$7.7M +$7.59M +170,000 New
TAM
457
Toscafund Asset Management
United Kingdom
$7.7M -$466K -10,425 -6%
FCH
458
Freestone Capital Holdings
Washington
$7.69M +$4.39M +98,418 +138%
CAM
459
Chou Associates Management
Ontario, Canada
$7.68M
Wealthfront Advisers
460
Wealthfront Advisers
California
$7.66M +$1.07M +24,000 +17%
TRCT
461
Tower Research Capital (TRC)
New York
$7.65M -$12.9M -289,589 -63%
DWT
462
Dorsey & Whitney Trust
South Dakota
$7.53M -$511K -11,433 -6%
PL
463
Parkwood LLC
Ohio
$7.52M -$2.48M -55,470 -25%
TCM
464
Tufton Capital Management
Maryland
$7.48M -$78.9K -1,766 -1%
GG
465
Gofen & Glossberg
Illinois
$7.47M -$404K -9,038 -5%
AIA
466
Allied Investment Advisors
Montana
$7.45M +$302K +6,759 +4%
BIG
467
Boothe Investment Group
Delaware
$7.4M +$307K +6,885 +4%
ACM
468
Ategra Capital Management
Virginia
$7.35M +$2.76M +61,791 +62%
HCMT
469
Highland Capital Management (Tennessee)
Tennessee
$7.31M -$170K -3,799 -2%
PCM
470
Poehling Capital Management
Wisconsin
$7.3M -$43.7K -979 -0.6%
CG
471
Cutler Group
California
$7.05M +$6.4M +143,285 +1,152%
MCM
472
Maltese Capital Management
New York
$7.02M -$10M -225,000 -59%
GIM
473
Grassi Investment Management
California
$7.01M +$45 +1 +0%
NEAM
474
New England Asset Management
Connecticut
$7M +$98.2K +2,200 +1%
RJT
475
Raymond James Trust
Florida
$6.97M -$488K -10,936 -7%

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.