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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
APC
801
Aristotle Pacific Capital
California
$1.84M
OCM
802
One Capital Management
California
$1.84M +$97.2K +2,176 +6%
CS
803
Cannell & Spears
New York
$1.83M
MPIA
804
Mountain Pacific Investment Advisers
Idaho
$1.83M -$20.1K -450 -1%
CAM
805
Carret Asset Management
New York
$1.82M -$12.8K -287 -0.7%
CIA
806
Cohen Investment Advisors
New Hampshire
$1.82M +$2.41K +54 +0.1%
PAM
807
Palisade Asset Management
Minnesota
$1.81M -$114K -2,550 -6%
JSL
808
JT Stratford LLC
Georgia
$1.81M +$1.03M +22,988 +135%
TSWM
809
Triangle Securities Wealth Management
North Carolina
$1.81M +$29.1K +651 +2%
HBWM
810
Hollow Brook Wealth Management
New York
$1.81M +$9.69K +217 +0.5%
CA
811
Cullinan Associates
Kentucky
$1.8M +$125K +2,800 +8%
SM
812
Salzhauer Michael
$1.8M +$1.49M +33,350 +165%
NRS
813
Neville Rodie & Shaw
New York
$1.8M -$29K -650 -2%
ED
814
Exane Derivatives
France
$1.79M -$273K -6,106 -13%
CIC
815
Carnegie Investment Counsel
Ohio
$1.79M +$4.06K +91 +0.2%
TCOT
816
Trust Company of Toledo
Ohio
$1.78M -$31.7K -710 -2%
BPM
817
Bowling Portfolio Management
Ohio
$1.77M -$8.13K -182 -0.5%
TAM
818
Trust Asset Management
Texas
$1.77M +$202K +4,515 +13%
BMA
819
Brooks Moore & Associates
Tennessee
$1.76M -$178K -3,990 -9%
CAM
820
Cresset Asset Management
Illinois
$1.76M -$6.83K -153 -0.4%
LNC
821
Lincoln National Corp
Pennsylvania
$1.74M +$88.9K +1,991 +5%
CIP
822
Cornerstone Investment Partners
Georgia
$1.73M
MIM
823
Miller Investment Management
Pennsylvania
$1.73M
GIA
824
Gladstone Institutional Advisory
Florida
$1.73M +$630K +14,107 +59%
OFS
825
Oldfather Financial Services
Nebraska
$1.73M

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.