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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
CCM
526
Covington Capital Management
California
$5.54M -$7.68K -172 -0.1%
TI
527
tru Independence
Oregon
$5.54M +$15.4K +345 +0.3%
Walleye Trading
528
Walleye Trading
New York
$5.54M +$2.54M +56,887 +87%
EWA
529
EP Wealth Advisors
California
$5.54M +$1.13M +25,212 +26%
Wolverine Trading
530
Wolverine Trading
Illinois
$5.52M -$20M -447,323 -78%
BBI
531
Baxter Bros Inc
Connecticut
$5.52M -$97.1K -2,174 -2%
PHS
532
Pekin Hardy Strauss
Illinois
$5.51M -$1.02M -22,760 -16%
SCA
533
Stonebridge Capital Advisors
Minnesota
$5.51M +$2.89M +64,633 +98%
FNBOO
534
First National Bank of Omaha
Nebraska
$5.47M
DWM
535
Dorchester Wealth Management
Quebec, Canada
$5.46M -$135K -3,034 -2%
CFB
536
Cullen/Frost Bankers
Texas
$5.45M -$254K -5,688 -5%
BSW
537
Buckingham Strategic Wealth
Missouri
$5.41M -$324K -7,252 -6%
SAM
538
Sompo Asset Management
Japan
$5.39M +$110K +2,460 +2%
CTA
539
Chesley Taft & Associates
Illinois
$5.34M +$244K +5,465 +5%
IRF
540
IBM Retirement Fund
New York
$5.28M -$558K -12,496 -10%
TF
541
TIAA FSB
Florida
$5.28M -$188K -4,221 -3%
Fayez Sarofim & Co
542
Fayez Sarofim & Co
Texas
$5.25M
MPM
543
Meritage Portfolio Management
Kansas
$5.21M +$5.13M +114,991 New
ETC
544
Exchange Traded Concepts
Oklahoma
$5.12M +$4.92M +110,183 +3,927%
ESBC
545
E.S. Barr & Co
Kentucky
$5.1M -$170K -3,810 -3%
SCI
546
Stableford Capital II
Arizona
$5.08M +$134K +3,004 +3%
WAM
547
Winslow Asset Management
Ohio
$5.07M +$99.3K +2,224 +2%
YIA
548
YHB Investment Advisors
Connecticut
$5.03M -$1.14M -25,458 -19%
PTB
549
Pioneer Trust Bank
Oregon
$5.02M -$815K -18,248 -14%
HCM
550
Hitchwood Capital Management
New York
$4.98M +$4.91M +110,000 New

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.