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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
PGFC
526
Peapack-Gladstone Financial Corp
New Jersey
$5M +$142K +3,063 +3%
WAM
527
Winslow Asset Management
Ohio
$4.98M -$216K -4,661 -4%
SCI
528
Stableford Capital II
Arizona
$4.96M -$123K -2,665 -2%
LSA
529
Leonteq Securities AG
Switzerland
$4.96M +$195K +4,219 +4%
KRSITF
530
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.95M -$40.1K -867 -0.8%
HRC
531
Hoertkorn Richard Charles
$4.94M -$4.63K -100 -0.1%
PTB
532
Pioneer Trust Bank
Oregon
$4.94M -$212K -4,574 -4%
Man Group
533
Man Group
United Kingdom
$4.88M -$12.6M -272,556 -72%
FNFDCM
534
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.88M -$113K -2,437 -2%
SFA
535
Semmax Financial Advisors
North Carolina
$4.79M -$305K -6,590 -6%
LOPW
536
Live Oak Private Wealth
North Carolina
$4.78M +$301K +6,506 +7%
WAS
537
Wesleyan Assurance Society
United Kingdom
$4.76M
RIM
538
Redpoint Investment Management
Australia
$4.74M -$215K -4,655 -4%
TC
539
TownSquare Capital
Utah
$4.73M +$552K +11,936 +13%
EP
540
Eudaimonia Partners
Tennessee
$4.73M -$9.49K -205 -0.2%
PBT
541
Pictet Bank & Trust
Bahamas
$4.69M +$810K +17,500 +21%
GCAC
542
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.68M -$95.1K -2,054 -2%
SFS
543
Sowell Financial Services
Arkansas
$4.67M -$298K -6,449 -6%
BC
544
Brookfield Corp
Ontario, Canada
$4.64M -$7.76M -167,737 -63%
Hudson Bay Capital Management
545
Hudson Bay Capital Management
Connecticut
$4.64M -$2.31M -50,000 -33%
NC
546
Naman Capital
Brazil
$4.64M
RC
547
RBF Capital
California
$4.64M
HI
548
Hendershot Investments
Virginia
$4.63M +$4.62M +99,783 New
MHIC
549
Marble Harbor Investment Counsel
Massachusetts
$4.6M +$213K +4,600 +5%
BCM
550
Brookmont Capital Management
Texas
$4.55M -$43.6K -942 -1%

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.