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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
SF
626
Synovus Financial
Georgia
$3.3M +$576K +12,455 +21%
UB
627
UMB Bank
Missouri
$3.29M -$106K -2,284 -3%
CBB
628
Citizens Business Bank
California
$3.28M -$249K -5,375 -7%
Credit Agricole
629
Credit Agricole
France
$3.28M +$2.19M +47,319 +203%
AIA
630
Affinity Investment Advisors
California
$3.27M -$833 -18 -0%
PAM
631
Private Asset Management
California
$3.27M -$249K -5,370 -7%
PAM
632
Paradigm Asset Management
New York
$3.26M -$157K -3,400 -5%
GFI
633
Global Frontier Investments
South Carolina
$3.25M
SWP
634
Stratos Wealth Partners
Ohio
$3.25M +$166K +3,580 +5%
CM
635
Capula Management
Cayman Islands
$3.23M +$536K +11,588 +20%
HAI
636
Hennessy Advisors Inc
California
$3.23M -$532K -11,500 -14%
LFAS
637
Level Four Advisory Services
Texas
$3.18M -$312K -6,732 -9%
ATC
638
Argent Trust Co
Tennessee
$3.17M +$120K +2,582 +4%
MCM
639
MAI Capital Management
Ohio
$3.17M +$50K +1,080 +2%
WB
640
WesBanco Bank
West Virginia
$3.16M -$234K -5,051 -7%
OSAM
641
O'Shaughnessy Asset Management
Connecticut
$3.15M +$616K +13,300 +24%
LI
642
Lafayette Investments
Maryland
$3.14M
PHS
643
Pekin Hardy Strauss
Illinois
$3.13M -$2.5M -54,118 -45%
AC
644
Allstate Corporation
Illinois
$3.12M -$345K -7,463 -10%
GAM
645
Gotham Asset Management
New York
$3.11M -$822K -17,755 -21%
Lido Advisors
646
Lido Advisors
California
$3.11M -$229K -4,949 -7%
SSG
647
Summit Securities Group
New York
$3.09M -$12M -258,915 -80%
ACM
648
Azimuth Capital Management
Michigan
$3.08M +$32.4K +700 +1%
ACP
649
Ashfield Capital Partners
California
$3.04M
USCWA
650
U.S. Capital Wealth Advisors
Texas
$3.04M +$3.03M +65,411 New

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.