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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
IWA
676
Intercontinental Wealth Advisors
Texas
$3.03M +$41.5K +929 +1%
SWP
677
Stratos Wealth Partners
Ohio
$3.01M +$118K +2,644 +4%
ATC
678
Argent Trust Co
Tennessee
$2.98M +$144K +3,233 +5%
ACM
679
Azimuth Capital Management
Michigan
$2.98M -$342K -7,660 -10%
PCM
680
Palouse Capital Management
Washington
$2.97M -$39.3K -880 -1%
CAG
681
Crestwood Advisors Group
Massachusetts
$2.97M -$75.4K -1,688 -3%
CIM
682
Cambria Investment Management
California
$2.96M +$405K +9,072 +16%
ACP
683
Ashfield Capital Partners
California
$2.96M
BRWA
684
B. Riley Wealth Advisors
Florida
$2.95M -$449K -10,060 -13%
MFS
685
Mirabella Financial Services
United Kingdom
$2.94M -$1M -22,466 -26%
CAC
686
Core Alternative Capital
Georgia
$2.94M -$48.6K -1,088 -2%
LBC
687
Lowe Brockenbrough & Co
Virginia
$2.93M -$11.1K -248 -0.4%
IC
688
IEQ Capital
California
$2.93M +$810K +18,129 +39%
MLIC
689
Mandatum Life Insurance Company
Finland
$2.92M
AWM
690
Avior Wealth Management
Nebraska
$2.92M +$251K +5,631 +10%
V
691
Veritable
Delaware
$2.89M +$47.2K +1,057 +2%
SCM
692
SOL Capital Management
Maryland
$2.87M -$207K -4,628 -7%
SJL
693
Shayne & Jacobs LLC
Tennessee
$2.87M +$31.6K +707 +1%
HAG
694
HighPoint Advisor Group
Illinois
$2.87M +$1.34M +29,968 +90%
AAM
695
Advisors Asset Management
Colorado
$2.85M +$167K +3,739 +6%
CA
696
Cetera Advisors
Colorado
$2.84M +$392K +8,789 +16%
MYAM
697
Meiji Yasuda Asset Management
Japan
$2.83M +$134K +3,011 +5%
MIAN
698
Mariner Independent Advisor Network
Kansas
$2.83M +$1.32M +29,661 +91%
CIA
699
Capital Investment Advisors
Georgia
$2.77M -$3.35K -75 -0.1%
ACM
700
Argyle Capital Management
Pennsylvania
$2.77M -$1.12K -25 -0%

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.