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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
FT
551
Fiduciary Trust
Massachusetts
$4.53M -$66.8K -1,443 -1%
SAM
552
Sompo Asset Management
Japan
$4.51M -$1.01M -21,890 -18%
WS
553
Wedbush Securities
California
$4.5M -$85K -1,837 -2%
RC
554
RegentAtlantic Capital
New Jersey
$4.49M +$310K +6,699 +7%
SPC
555
Sigma Planning Corp
Michigan
$4.46M +$1.27M +27,449 +40%
FP
556
Factorial Partners
New York
$4.45M +$181K +3,900 +4%
BMSSC
557
B. Metzler seel. Sohn & Co
Germany
$4.43M +$379K +8,183 +9%
OPPTF
558
OPSEU Pension Plan Trust Fund
Ontario, Canada
$4.42M -$10.9K -236 -0.2%
CCM
559
Callodine Capital Management
Massachusetts
$4.41M -$6.02M -130,000 -58%
WC
560
Winmill & Co
New York
$4.41M
GIM
561
Goelzer Investment Management
Indiana
$4.4M -$494K -10,683 -10%
LS
562
Livforsakringsbolaget Skandia
Sweden
$4.37M -$4.11M -88,900 -49%
BPA
563
Beacon Pointe Advisors
California
$4.37M +$1.19M +25,675 +38%
Fuller & Thaler Asset Management
564
Fuller & Thaler Asset Management
California
$4.37M +$1.05M +22,600 +32%
NA
565
NewEdge Advisors
Louisiana
$4.32M +$676K +14,604 +19%
EP
566
Edgestream Partners
New Jersey
$4.32M +$3.19M +68,938 +286%
CWM
567
Concentric Wealth Management
California
$4.29M -$114K -2,472 -3%
AC
568
Asio Capital
Kentucky
$4.27M +$90.9K +1,965 +2%
WFC
569
Western Financial Corp
California
$4.25M -$3.47K -75 -0.1%
BNP Paribas Asset Management
570
BNP Paribas Asset Management
France
$4.24M -$245K -5,299 -5%
CK
571
Cohen Klingenstein
New York
$4.22M
BS
572
Boenning & Scattergood
Pennsylvania
$4.21M -$73K -1,578 -2%
PWM
573
Perigon Wealth Management
California
$4.19M +$124K +2,674 +3%
OLA
574
Oliver Luxxe Assets
New Jersey
$4.16M +$278K +6,010 +7%
LMIM
575
Lockheed Martin Investment Management
Maryland
$4.15M -$11.7M -252,820 -74%

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.