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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
KA
726
Kintegral Advisory
New York
$2.24M
DDC
727
DF Dent & Co
Maryland
$2.23M
EML
728
Eos Management LP
New York
$2.23M
HAG
729
HighPoint Advisor Group
Illinois
$2.23M -$708K -15,293 -24%
QP
730
Quilter Plc
United Kingdom
$2.21M -$108K -2,334 -5%
LNWWM
731
Laird Norton Wetherby Wealth Management
California
$2.2M -$155K -3,349 -7%
HTC
732
Haverford Trust Company
Pennsylvania
$2.2M +$228K +4,919 +12%
CWS
733
Cypress Wealth Services
California
$2.19M -$59.2K -1,278 -3%
BC
734
Brio Consultants
California
$2.19M -$210K -4,535 -9%
BOS
735
Bank of Stockton
California
$2.19M
AWM
736
Altium Wealth Management
New York
$2.17M +$140K +3,022 +7%
SLI
737
Sumitomo Life Insurance
Japan
$2.17M -$2.04M -44,042 -49%
BFIM
738
Beese Fulmer Investment Management
Ohio
$2.17M -$51.3K -1,109 -2%
PB
739
Pinnacle Bancorp
Nebraska
$2.15M +$1.84M +39,652 +594%
PBC
740
Pavion Blue Capital
California
$2.14M +$11.6K +251 +0.5%
CI
741
Conning Inc
Connecticut
$2.14M -$320K -6,910 -13%
UHC
742
Union Heritage Capital
Michigan
$2.13M
ED
743
Exane Derivatives
France
$2.13M +$205K +4,423 +11%
OIA
744
OneDigital Investment Advisors
Kansas
$2.13M -$107K -2,309 -5%
RHAM
745
Round Hill Asset Management
California
$2.12M
FTDI
746
First Trust Direct Indexing
Massachusetts
$2.12M +$216K +4,665 +11%
FHB
747
First Hawaiian Bank
Hawaii
$2.12M +$113K +2,432 +6%
APP
748
Avantax Planning Partners
Iowa
$2.12M -$12.3K -265 -0.6%
PAA
749
Peregrine Asset Advisers
Oregon
$2.11M +$2.11M +45,558 New
NP
750
NorthRock Partners
Minnesota
$2.11M +$609K +13,159 +41%

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.