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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
CIC
651
Cornercap Investment Counsel
Georgia
$3.03M -$116K -2,507 -4%
UFG
652
United Fire Group
Iowa
$3.02M -$1.85M -40,000 -38%
V
653
Veritable
Delaware
$3.01M +$51.6K +1,114 +2%
SCA
654
Stonebridge Capital Advisors
Minnesota
$3M -$3.06M -66,071 -51%
MLIC
655
Mandatum Life Insurance Company
Finland
$2.99M
CAG
656
Crestwood Advisors Group
Massachusetts
$2.98M -$59K -1,275 -2%
CAC
657
Core Alternative Capital
Georgia
$2.98M -$27.1K -585 -0.9%
HNB
658
Huntington National Bank
Ohio
$2.95M +$132K +2,861 +5%
AAM
659
Advisors Asset Management
Colorado
$2.95M +$30K +649 +1%
MYAM
660
Meiji Yasuda Asset Management
Japan
$2.94M +$44.4K +960 +2%
SJL
661
Shayne & Jacobs LLC
Tennessee
$2.94M
AAS
662
Avantax Advisory Services
Texas
$2.93M -$468K -10,113 -14%
BU
663
BBVA USA
Alabama
$2.91M +$474K +10,247 +20%
BRWA
664
B. Riley Wealth Advisors
Florida
$2.9M -$227K -4,905 -7%
VNIM
665
Vaughan Nelson Investment Management
Texas
$2.89M +$415K +8,975 +17%
SCM
666
SOL Capital Management
Maryland
$2.88M -$61.3K -1,325 -2%
RFC
667
Regions Financial Corp
Alabama
$2.87M -$382K -8,254 -12%
CIA
668
Capital Investment Advisors
Georgia
$2.87M +$26.9K +582 +0.9%
AWM
669
Avior Wealth Management
Nebraska
$2.86M -$128K -2,769 -4%
ACM
670
Argyle Capital Management
Pennsylvania
$2.84M
CA
671
Clearstead Advisors
Ohio
$2.83M -$1.26M -27,299 -31%
EIM
672
Essex Investment Management
Massachusetts
$2.82M
BC
673
Burleson & Co
California
$2.79M -$17.4K -376 -0.6%
HPC
674
HM Payson & Co
Maine
$2.79M -$20K -432 -0.7%
WJWM
675
Williams Jones Wealth Management
New York
$2.79M +$345K +7,451 +14%

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.