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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
SP
676
Symmetry Partners
Connecticut
$2.76M +$1.31M +28,311 +97%
TRCT
677
Tower Research Capital (TRC)
New York
$2.75M -$5.08M -109,725 -65%
WKWM
678
Walter & Keenan Wealth Management
Indiana
$2.75M -$35.7K -771 -1%
PRS
679
Pinkerton Retirement Specialists
Idaho
$2.74M +$94.2K +2,036 +4%
SP
680
SWS Partners
Ohio
$2.72M +$41.4K +895 +2%
CS
681
Capital Square
Tennessee
$2.71M
MF
682
Manchester Financial
California
$2.71M +$16K +346 +0.6%
DMBA
683
Deseret Mutual Benefit Administrators
Utah
$2.7M -$1.18M -25,469 -30%
CCT
684
Country Club Trust
Missouri
$2.66M +$8.47K +183 +0.3%
WPA
685
Winning Points Advisors
Florida
$2.66M +$37K +800 +1%
OFA
686
Oak Family Advisors
Illinois
$2.63M -$1.71M -37,042 -40%
RMC
687
Resources Management Corp
Connecticut
$2.62M -$62.3K -1,345 -2%
IUHSA
688
Itau Unibanco Holding S.A.
Brazil
$2.6M +$162K +3,500 +7%
MC
689
Moors & Cabot
Massachusetts
$2.6M +$117K +2,520 +5%
MYIA
690
Mount Yale Investment Advisors
Colorado
$2.58M +$2.1M +45,415 +450%
RVM
691
Robinson Value Management
Texas
$2.57M +$30.8K +665 +1%
PCTC
692
Perkins Coie Trust Company
Washington
$2.57M +$4.03K +87 +0.2%
VFA
693
Valeo Financial Advisors
Indiana
$2.56M +$267K +5,772 +12%
IWA
694
Intercontinental Wealth Advisors
Texas
$2.54M -$561K -12,128 -18%
SDWIA
695
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.53M -$26.1K -564 -1%
APF
696
Alaska Permanent Fund
Alaska
$2.52M
CDH
697
Charles D. Hyman
$2.52M -$9.49K -205 -0.4%
HWM
698
HighMark Wealth Management
Minnesota
$2.52M +$2.68K +58 +0.1%
MAP
699
Moody Aldrich Partners
Massachusetts
$2.52M
BCM
700
Bluefin Capital Management
New York
$2.49M -$8.78M -189,640 -78%

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.