We are live on ! Find out more
WFC icon

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
SBH
576
Segall Bryant & Hamill
Illinois
$4.09M +$244K +5,278 +6%
WDC
577
Woodward Diversified Capital
California
$4.09M -$509 -11 -0%
GFA
578
Gifford Fong Associates
California
$4.09M
NAM
579
NorthCoast Asset Management
Connecticut
$4.08M -$319K -6,889 -7%
UAM
580
Unison Asset Management
Florida
$4.02M -$12.3K -265 -0.3%
FG
581
Fiduciary Group
Georgia
$3.97M -$122K -2,645 -3%
SFI
582
Siemens Fonds Invest
Germany
$3.92M +$221K +4,778 +6%
TCA
583
Transcend Capital Advisors
New Jersey
$3.9M -$770K -16,640 -18%
AP
584
Advisor Partners
California
$3.84M +$464K +10,029 +14%
WCM
585
Weik Capital Management
Pennsylvania
$3.81M -$221K -4,775 -5%
MPIM
586
McGinn Penninger Investment Management
Virginia
$3.81M -$201K -4,350 -5%
AIM
587
ARGA Investment Management
Connecticut
$3.79M -$927K -20,018 -20%
KWM
588
Kingsview Wealth Management
Oregon
$3.79M -$637K -13,752 -14%
IAA
589
Independent Advisor Alliance
North Carolina
$3.78M +$41K +886 +1%
CSC
590
Cove Street Capital
California
$3.76M
DC
591
Davenport & Co
Virginia
$3.76M +$124K +2,671 +3%
SCI
592
S&CO Inc
Massachusetts
$3.73M
WF
593
Welch & Forbes
Massachusetts
$3.73M -$322K -6,950 -8%
Squarepoint
594
Squarepoint
New York
$3.72M -$19.1M -412,024 -84%
MF
595
Magnetar Financial
Illinois
$3.71M +$3.7M +80,045 New
SAM
596
Shell Asset Management
Netherlands
$3.69M -$6.94M -149,987 -65%
KPWS
597
Kestra Private Wealth Services
Texas
$3.69M -$192K -4,156 -5%
IMOV
598
Investment Management of Virginia
Virginia
$3.65M -$52.7K -1,138 -1%
ABC
599
Associated Banc-Corp
Wisconsin
$3.64M -$276K -5,955 -7%
BIP
600
Bouvel Investment Partners
Pennsylvania
$3.62M +$51.9K +1,122 +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.