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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
OSAM
726
O'Shaughnessy Asset Management
Connecticut
$2.47M +$796K +17,819 +49%
APF
727
Alaska Permanent Fund
Alaska
$2.46M +$2.42M +54,300 New
LDB
728
Lee, Danner & Bass
Tennessee
$2.45M -$75K -1,680 -3%
MAP
729
Moody Aldrich Partners
Massachusetts
$2.45M +$2.42M +54,182 New
HWM
730
HighMark Wealth Management
Minnesota
$2.45M +$1.03K +23 +0%
MC
731
Moors & Cabot
Massachusetts
$2.42M +$244K +5,456 +11%
VNIM
732
Vaughan Nelson Investment Management
Texas
$2.42M +$253K +5,675 +12%
FG
733
Foster Group
Iowa
$2.4M -$44.6K -998 -2%
CI
734
Conning Inc
Connecticut
$2.4M -$276K -6,176 -10%
WJWM
735
Williams Jones Wealth Management
New York
$2.38M +$196K +4,398 +9%
IUHSA
736
Itau Unibanco Holding S.A.
Brazil
$2.38M +$2.35M +52,600 New
TNA
737
True North Advisors
Texas
$2.38M -$13.6K -305 -0.6%
BU
738
BBVA USA
Alabama
$2.37M +$2.34M +52,378 New
SIM
739
Sterling Investment Management
Arizona
$2.35M -$362K -8,115 -14%
BC
740
Brio Consultants
California
$2.34M -$67.5K -1,512 -3%
CICI
741
Capital Investment Counsel Inc
North Carolina
$2.32M +$380K +8,502 +20%
AFS
742
Aft Forsyth & Sober
Florida
$2.31M
LNWWM
743
Laird Norton Wetherby Wealth Management
California
$2.3M +$311K +6,969 +16%
KLCM
744
KG&L Capital Management
Louisiana
$2.29M -$28K -627 -1%
RA
745
RFG Advisory
Alabama
$2.27M -$183K -4,101 -8%
IR
746
IAT Reinsurance
New York
$2.27M
QP
747
Quilter Plc
United Kingdom
$2.26M -$207K -4,638 -8%
CANC
748
Culbertson A N & Co
Virginia
$2.24M -$66.3K -1,485 -3%
VFA
749
Valeo Financial Advisors
Indiana
$2.23M -$86.3K -1,932 -4%
DBT
750
Dubuque Bank & Trust
Iowa
$2.22M +$946K +21,185 +76%

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.