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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
MWP
776
Meridian Wealth Partners
Pennsylvania
$1.91M +$20.5K +442 +1%
SG
777
Swarthmore Group
Pennsylvania
$1.91M
SCM
778
Springhouse Capital Management
Connecticut
$1.9M
CA
779
Cullinan Associates
Kentucky
$1.89M +$46.3K +1,000 +3%
ETI
780
Enterprise Trust & Investment
California
$1.89M -$9.26K -200 -0.5%
APC
781
Aristotle Pacific Capital
California
$1.89M
OPS
782
Orion Portfolio Solutions
Nebraska
$1.89M -$57.1K -1,233 -3%
CIA
783
Cohen Investment Advisors
New Hampshire
$1.88M +$14.8K +320 +0.8%
4WM
784
44 Wealth Management
Oregon
$1.88M -$9.63K -208 -0.5%
OCM
785
One Capital Management
California
$1.88M -$6.9K -149 -0.4%
CS
786
Cannell & Spears
New York
$1.88M
CMTU
787
Capital Markets Trading (UK)
United Kingdom
$1.87M -$20.2M -435,435 -92%
PFM
788
Patton Fund Management
Texas
$1.87M +$1.87M +40,344 New
MPIA
789
Mountain Pacific Investment Advisers
Idaho
$1.87M -$5.51K -119 -0.3%
PI
790
PFS Investments
Georgia
$1.86M +$115K +2,476 +7%
JSL
791
JT Stratford LLC
Georgia
$1.86M +$6.48K +140 +0.4%
UM
792
Ulysses Management
New York
$1.86M -$926K -20,000 -33%
DILIC
793
Dai-ichi Life Insurance Company
Japan
$1.84M -$237K -5,115 -11%
NRS
794
Neville Rodie & Shaw
New York
$1.84M -$3.61K -78 -0.2%
NCM
795
Northwest Capital Management
Oregon
$1.83M +$67K +1,448 +4%
JHCP
796
Jackson Hole Capital Partners
Oklahoma
$1.82M +$113K +2,434 +7%
DT
797
Diversified Trust
Tennessee
$1.82M -$157K -3,394 -8%
MFW
798
Meristem Family Wealth
Minnesota
$1.81M +$747K +16,147 +71%
HBWM
799
Hollow Brook Wealth Management
New York
$1.81M -$43.8K -947 -2%
SC
800
Sepio Capital
Utah
$1.81M +$86.7K +1,873 +5%

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.