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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
LBC
701
Lowe Brockenbrough & Co
Virginia
$2.47M -$530K -11,456 -18%
LIA
702
LS Investment Advisors
Michigan
$2.47M -$68K -1,470 -3%
SIA
703
SkyView Investment Advisors
New Jersey
$2.47M +$1.52M +32,741 +160%
ST
704
Spinnaker Trust
Maine
$2.46M -$1.49M -32,274 -38%
LDB
705
Lee, Danner & Bass
Tennessee
$2.45M -$66K -1,425 -3%
CICI
706
Capital Investment Counsel Inc
North Carolina
$2.45M +$69.4K +1,500 +3%
XWM
707
Xcel Wealth Management
Florida
$2.44M +$1.06M +22,900 +77%
TNA
708
True North Advisors
Texas
$2.43M -$3.06K -66 -0.1%
EF
709
Empirical Finance
Pennsylvania
$2.41M +$133K +2,863 +6%
AFS
710
Aft Forsyth & Sober
Florida
$2.39M +$23.1K +500 +1%
CAM
711
Cresset Asset Management
Illinois
$2.37M +$566K +12,221 +31%
IA
712
IFP Advisors
Florida
$2.35M +$447K +9,660 +24%
JC
713
JB Capital
Connecticut
$2.33M +$2.32M +50,125 New
Connor, Clark & Lunn Investment Management (CC&L)
714
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.32M -$28.8M -621,388 -93%
IR
715
IAT Reinsurance
New York
$2.32M
CANC
716
Culbertson A N & Co
Virginia
$2.3M +$4.58K +99 +0.2%
SC
717
Savant Capital
Illinois
$2.3M +$81.8K +1,767 +4%
FG
718
Foster Group
Iowa
$2.29M -$163K -3,519 -7%
HI
719
Horizon Investments
North Carolina
$2.29M -$848K -18,318 -27%
SG
720
Somerset Group
Minnesota
$2.27M
DA
721
DCM Advisors
New York
$2.27M +$2.27M +48,956 New
SCM
722
Schnieders Capital Management
California
$2.27M +$167K +3,600 +8%
ICM
723
IMS Capital Management
Oregon
$2.27M +$30.6K +662 +1%
KLCM
724
KG&L Capital Management
Louisiana
$2.25M -$93.2K -2,013 -4%
MYLI
725
Meiji Yasuda Life Insurance
Japan
$2.24M +$348K +7,518 +18%

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.