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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
SG
751
Somerset Group
Minnesota
$2.22M
EF
752
Empirical Finance
Pennsylvania
$2.22M +$341K +7,645 +18%
RT
753
Rockland Trust
Massachusetts
$2.21M -$16.1M -359,616 -88%
CWS
754
Cypress Wealth Services
California
$2.2M -$68.4K -1,531 -3%
CM
755
Columbus Macro
Pennsylvania
$2.19M -$95.3K -2,134 -4%
KA
756
Kintegral Advisory
New York
$2.19M
ICM
757
IMS Capital Management
Oregon
$2.18M -$46.3K -1,037 -2%
DDC
758
DF Dent & Co
Maryland
$2.18M -$841K -18,830 -28%
OIA
759
OneDigital Investment Advisors
Kansas
$2.18M -$188K -4,217 -8%
EML
760
Eos Management LP
New York
$2.17M
BFIM
761
Beese Fulmer Investment Management
Ohio
$2.16M -$85.6K -1,918 -4%
SC
762
Savant Capital
Illinois
$2.16M +$52.4K +1,174 +3%
BOS
763
Bank of Stockton
California
$2.13M -$19.4K -434 -0.9%
SPIA
764
Steward Partners Investment Advisory
New York
$2.11M -$498K -11,159 -19%
RIL
765
Rothschild Investment LLC
Illinois
$2.11M +$30.1K +673 +1%
APP
766
Avantax Planning Partners
Iowa
$2.08M +$199K +4,465 +11%
UHC
767
Union Heritage Capital
Michigan
$2.08M +$670K +15,000 +48%
PBC
768
Pavion Blue Capital
California
$2.08M -$17.3K -388 -0.8%
RHAM
769
Round Hill Asset Management
California
$2.07M
ZCA
770
Zeke Capital Advisors
Pennsylvania
$2.06M -$256K -5,731 -11%
WPC
771
White Pine Capital
Minnesota
$2.06M +$589K +13,181 +42%
SCM
772
Schnieders Capital Management
California
$2.05M +$270K +6,050 +15%
CWM
773
Circle Wealth Management
New Jersey
$2.05M -$135K -3,021 -6%
LWCFA
774
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.04M -$52.1K -1,167 -3%
PMAM
775
Penn Mutual Asset Management
Pennsylvania
$2.04M -$982K -22,000 -33%

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.