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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
Barclays
26
Barclays
United Kingdom
$939M +$67.6M +1,514,946 +8%
TP
27
Theleme Partners
United Kingdom
$912M +$22.3M +500,000 +3%
Morgan Stanley
28
Morgan Stanley
New York
$911M -$120M -2,691,003 -12%
Amundi
29
Amundi
France
$903M +$890M +19,936,987 New
Bank of America
30
Bank of America
North Carolina
$899M -$146M -3,277,718 -14%
Pzena Investment Management
31
Pzena Investment Management
New York
$877M -$35.8M -801,245 -4%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$868M -$16.6M -370,754 -2%
Franklin Resources
33
Franklin Resources
California
$852M +$72.1M +1,614,761 +9%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$787M -$10.9M -243,827 -1%
DZ Bank
35
DZ Bank
Germany
$764M +$166M +3,718,066 +28%
Ameriprise
36
Ameriprise
Minnesota
$653M +$32.1M +718,334 +5%
Harris Associates
37
Harris Associates
Illinois
$600M +$22.3M +498,857 +4%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$594M -$12.9M -289,317 -2%
American Century Companies
39
American Century Companies
Missouri
$587M +$62.2M +1,393,217 +12%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$525M +$43.9M +983,993 +9%
Boston Partners
41
Boston Partners
Massachusetts
$508M +$376M +8,420,303 +301%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$507M +$76.2M +1,705,364 +18%
Fidelity International
43
Fidelity International
Bermuda
$497M +$134M +3,009,842 +38%
RCWMU
44
Rothschild & Co Wealth Management (UK)
United Kingdom
$488M +$6.52M +145,926 +1%
PPA
45
Parametric Portfolio Associates
Washington
$473M +$38.2M +854,970 +9%
First Eagle Investment Management
46
First Eagle Investment Management
New York
$465M -$20.1M -450,659 -4%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$461M +$52.5M +1,176,004 +13%
Deutsche Bank
48
Deutsche Bank
Germany
$458M -$231M -5,173,522 -34%
Grantham, Mayo, Van Otterloo & Co (GMO)
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$440M -$67.2M -1,505,409 -13%
Citigroup
50
Citigroup
New York
$436M -$30.5M -682,739 -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.