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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
SFA
551
Semmax Financial Advisors
North Carolina
$4.98M +$233K +5,228 +5%
FNFDCM
552
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.88M +$7.05K +158 +0.1%
KRSITF
553
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.87M -$314K -7,026 -6%
SCP
554
Stamos Capital Partners
California
$4.87M -$1.16M -26,000 -19%
JWM
555
Jupiter Wealth Management
Colorado
$4.85M +$331K +7,415 +8%
SFS
556
Sowell Financial Services
Arkansas
$4.85M -$3.91M -87,462 -45%
RIM
557
Redpoint Investment Management
Australia
$4.83M +$332K +7,433 +7%
HRC
558
Hoertkorn Richard Charles
$4.83M -$2.95K -66 -0.1%
ASN
559
Advisory Services Network
Georgia
$4.83M +$1.11M +24,819 +30%
GIM
560
Goelzer Investment Management
Indiana
$4.78M -$227K -5,081 -5%
KIG
561
Kessler Investment Group
Indiana
$4.77M +$4.7M +105,323 New
UFG
562
United Fire Group
Iowa
$4.76M -$4.47M -100,000 -49%
HI
563
HBK Investments
Texas
$4.74M +$3.39M +75,979 +266%
PGFC
564
Peapack-Gladstone Financial Corp
New Jersey
$4.74M +$186K +4,165 +4%
LSA
565
Leonteq Securities AG
Switzerland
$4.65M -$28.1M -628,642 -86%
WAS
566
Wesleyan Assurance Society
United Kingdom
$4.64M
EP
567
Eudaimonia Partners
Tennessee
$4.62M +$4.18M +93,512 +1,090%
AIM
568
ARGA Investment Management
Connecticut
$4.61M -$1.31M -29,247 -22%
GCAC
569
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.58M +$48.7K +1,091 +1%
MCA
570
Mendon Capital Advisors
Florida
$4.53M -$4.47M -100,000 -50%
RC
571
RBF Capital
California
$4.53M -$11.3K -252 -0.3%
NC
572
Naman Capital
Brazil
$4.53M
BCM
573
Brookmont Capital Management
Texas
$4.49M -$25K -559 -0.6%
FT
574
Fiduciary Trust
Massachusetts
$4.48M -$1.04M -23,223 -19%
WS
575
Wedbush Securities
California
$4.47M +$233K +5,214 +6%

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.