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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
BBVA
501
Banco Bilbao Vizcaya Argentaria
Spain
$5.6M -$3.53M -76,245 -39%
TI
502
tru Independence
Oregon
$5.59M -$92.4K -1,997 -2%
EWA
503
EP Wealth Advisors
California
$5.57M -$99.5K -2,149 -2%
BWM
504
BerganKDV Wealth Management
Minnesota
$5.54M +$2.28M +49,306 +70%
BSW
505
Buckingham Strategic Wealth
Missouri
$5.54M -$370 -8 -0%
KIG
506
Kessler Investment Group
Indiana
$5.49M +$599K +12,949 +12%
PA
507
Profund Advisors
Maryland
$5.49M -$11.9M -257,605 -69%
BBI
508
Baxter Bros Inc
Connecticut
$5.48M -$171K -3,688 -3%
MTIM
509
Marathon Trading Investment Management
Pennsylvania
$5.48M +$4.47M +96,641 +450%
Wellington Management Group
510
Wellington Management Group
Massachusetts
$5.44M -$54.4M -1,175,777 -91%
EIP
511
Easterly Investment Partners
Massachusetts
$5.43M +$5.42M +117,009 New
IRF
512
IBM Retirement Fund
New York
$5.42M +$11.2K +242 +0.2%
JWM
513
Jupiter Wealth Management
Colorado
$5.42M +$371K +8,025 +8%
MPM
514
Meritage Portfolio Management
Kansas
$5.38M +$43.5K +939 +0.8%
Fayez Sarofim & Co
515
Fayez Sarofim & Co
Texas
$5.36M -$23.1K -500 -0.4%
PA
516
PFG Advisors
Arizona
$5.35M +$4.05M +87,556 +316%
AI
517
Atria Investments
North Carolina
$5.32M +$1.63M +35,209 +44%
SCM
518
Shelton Capital Management
Colorado
$5.27M -$26.5M -572,815 -83%
MP
519
MSD Partners
New York
$5.21M -$5.2M -112,322 -50%
CCM
520
Cinctive Capital Management
New York
$5.19M +$5.17M +111,751 New
DWM
521
Dorchester Wealth Management
Quebec, Canada
$5.15M -$446K -9,638 -8%
ESBC
522
E.S. Barr & Co
Kentucky
$5.14M -$81.6K -1,764 -2%
YIA
523
YHB Investment Advisors
Connecticut
$5.13M -$21.9K -473 -0.4%
ASN
524
Advisory Services Network
Georgia
$5.08M +$133K +2,879 +3%
CFB
525
Cullen/Frost Bankers
Texas
$5M -$578K -12,495 -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.