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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
Amundi
26
Amundi
France
$1.01B +$86.7M +1,873,101 +9%
Barclays
27
Barclays
United Kingdom
$1.01B +$45.6M +985,336 +5%
UBS AM
28
UBS AM
Illinois
$940M -$26.9M -581,192 -3%
TP
29
Theleme Partners
United Kingdom
$934M
Pzena Investment Management
30
Pzena Investment Management
New York
$876M -$22.9M -494,973 -3%
Morgan Stanley
31
Morgan Stanley
New York
$867M -$66.2M -1,431,311 -7%
Franklin Resources
32
Franklin Resources
California
$858M -$15.9M -344,396 -2%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$809M +$2.96M +63,959 +0.4%
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$809M -$80.8M -1,745,143 -9%
Boston Partners
35
Boston Partners
Massachusetts
$728M +$207M +4,462,674 +40%
DZ Bank
36
DZ Bank
Germany
$709M -$73.9M -1,597,686 -9%
Ameriprise
37
Ameriprise
Minnesota
$678M +$8.77M +189,579 +1%
Harris Associates
38
Harris Associates
Illinois
$626M +$11.6M +250,585 +2%
Allianz Asset Management
39
Allianz Asset Management
Germany
$582M +$302M +6,531,884 +109%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$559M -$50.2M -1,084,622 -8%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$544M +$24.4M +526,550 +5%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$534M -$4.22M -91,097 -0.8%
RCWMU
43
Rothschild & Co Wealth Management (UK)
United Kingdom
$512M +$11.8M +255,376 +2%
Fidelity International
44
Fidelity International
Bermuda
$507M -$2.99M -64,544 -0.6%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$502M +$179M +3,861,585 +56%
Grantham, Mayo, Van Otterloo & Co (GMO)
46
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$500M +$49.4M +1,066,555 +11%
Goldman Sachs
47
Goldman Sachs
New York
$500M +$77.1M +1,666,850 +18%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$479M +$60M +1,296,777 +16%
First Eagle Investment Management
49
First Eagle Investment Management
New York
$468M -$8.43M -182,031 -2%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$468M -$4.28M -92,521 -0.9%

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.