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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
PAG
651
Private Advisory Group
Washington
$3.27M +$366K +8,206 +13%
DCM
652
Dupont Capital Management
Delaware
$3.27M +$82.6K +1,849 +3%
Lido Advisors
653
Lido Advisors
California
$3.26M +$757K +16,948 +31%
Fuller & Thaler Asset Management
654
Fuller & Thaler Asset Management
California
$3.24M +$1.33M +29,730 +71%
PFS
655
Prospera Financial Services
Texas
$3.23M +$197K +4,413 +7%
PPW
656
Parcion Private Wealth
Washington
$3.21M +$4.46K +100 +0.1%
AIA
657
Affinity Investment Advisors
California
$3.2M +$3.15M +70,587 New
HCM
658
Hengehold Capital Management
Ohio
$3.19M -$355K -7,950 -10%
BWM
659
BerganKDV Wealth Management
Minnesota
$3.18M +$13K +291 +0.4%
RFC
660
Regions Financial Corp
Alabama
$3.18M -$97.5K -2,184 -3%
GFI
661
Global Frontier Investments
South Carolina
$3.17M
AC
662
Alexandria Capital
Virginia
$3.15M +$370K +8,297 +14%
KS
663
Karpas Strategies
Connecticut
$3.14M +$357 +8 +0%
SPC
664
Sigma Planning Corp
Michigan
$3.11M +$404K +9,037 +15%
FIM
665
Freedom Investment Management
Connecticut
$3.1M +$23.4K +525 +0.8%
BPA
666
Beacon Pointe Advisors
California
$3.1M +$2.19M +49,121 +254%
CCP
667
Corient Capital Partners
California
$3.08M +$202K +4,517 +7%
CCI
668
Credit Capital Investments
New Jersey
$3.08M -$95.3K -2,134 -3%
CIC
669
Cornercap Investment Counsel
Georgia
$3.07M -$140K -3,136 -4%
LI
670
Lafayette Investments
Maryland
$3.06M +$324K +7,250 +12%
CI
671
Ceera Investments
Texas
$3.06M -$44K -985 -1%
HI
672
Horizon Investments
North Carolina
$3.06M -$333K -7,460 -10%
QI
673
QS Investors
New York
$3.05M +$55.5K +1,242 +2%
MCM
674
MAI Capital Management
Ohio
$3.04M +$427K +9,558 +17%
UR
675
USCA RIA
Texas
$3.04M +$10.8K +242 +0.4%

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.