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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
BCM
576
Banyan Capital Management
Georgia
$4.47M
LOPW
577
Live Oak Private Wealth
North Carolina
$4.37M +$454K +10,169 +12%
BNP Paribas Asset Management
578
BNP Paribas Asset Management
France
$4.37M -$1.16M -25,962 -21%
KWM
579
Kingsview Wealth Management
Oregon
$4.33M +$267K +5,975 +7%
IIM
580
Intact Investment Management
Quebec, Canada
$4.31M -$746K -16,700 -15%
WC
581
Winmill & Co
New York
$4.3M
CWM
582
Concentric Wealth Management
California
$4.3M -$32K -717 -0.7%
NAM
583
NorthCoast Asset Management
Connecticut
$4.29M +$2.38M +53,205 +128%
MHIC
584
Marble Harbor Investment Counsel
Massachusetts
$4.28M +$191K +4,273 +5%
OPPTF
585
OPSEU Pension Plan Trust Fund
Ontario, Canada
$4.26M -$238K -5,331 -5%
TCA
586
Transcend Capital Advisors
New Jersey
$4.25M -$119K -2,676 -3%
OFA
587
Oak Family Advisors
Illinois
$4.24M +$1.3M +29,078 +45%
B
588
BP
United Kingdom
$4.22M -$1.47M -32,897 -26%
BS
589
Boenning & Scattergood
Pennsylvania
$4.18M -$404K -9,042 -9%
FP
590
Factorial Partners
New York
$4.17M
WFC
591
Western Financial Corp
California
$4.16M
CK
592
Cohen Klingenstein
New York
$4.12M
SLI
593
Sumitomo Life Insurance
Japan
$4.11M -$631K -14,127 -13%
RC
594
RegentAtlantic Capital
New Jersey
$4.08M +$1.39M +31,181 +53%
AC
595
Asio Capital
Kentucky
$4.08M +$152K +3,403 +4%
Point72 Asset Management
596
Point72 Asset Management
Connecticut
$4.03M +$2.59M +58,100 +189%
CA
597
Clearstead Advisors
Ohio
$4M -$786K -17,604 -17%
WDC
598
Woodward Diversified Capital
California
$3.99M -$356K -7,974 -8%
GFA
599
Gifford Fong Associates
California
$3.99M
PWM
600
Perigon Wealth Management
California
$3.96M +$82.3K +1,843 +2%

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.