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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
IWC
826
Integrated Wealth Concepts
Massachusetts
$1.67M +$375K +8,094 +29%
ZCA
827
Zeke Capital Advisors
Pennsylvania
$1.67M -$445K -9,624 -21%
BSI
828
Bennett Selby Investments
Maine
$1.66M -$4.67K -101 -0.3%
VAS
829
Vestmark Advisory Solutions
Massachusetts
$1.66M +$32.6K +705 +2%
BHB
830
Bank Hapoalim BM
Israel
$1.66M -$35.4K -765 -2%
CAM
831
Carret Asset Management
New York
$1.66M -$212K -4,579 -11%
MI
832
Markston International
New York
$1.65M -$1.99M -43,078 -55%
OAM
833
Occidental Asset Management
California
$1.64M +$103K +2,225 +7%
AMM
834
American Money Management
California
$1.64M +$4.4K +95 +0.3%
AWE
835
Avidian Wealth Enterprises
Texas
$1.64M +$32.5K +703 +2%
PTC
836
Private Trust Company
Ohio
$1.64M +$449K +9,691 +38%
SS
837
Sunbelt Securities
Texas
$1.64M
MIH
838
Meitav Investment House
Israel
$1.63M -$50.9K -1,100 -3%
SWM
839
Spire Wealth Management
Virginia
$1.63M +$140K +3,022 +10%
MAM
840
Marotta Asset Management
Virginia
$1.63M
AA
841
AF Advisors
California
$1.63M -$139K -3,000 -8%
NHC
842
Nicholas Hoffman & Company
Georgia
$1.62M -$42.4K -915 -3%
Assenagon Asset Management
843
Assenagon Asset Management
Luxembourg
$1.62M +$1.62M +34,968 New
MC
844
Martin & Co
Tennessee
$1.61M +$142K +3,065 +10%
DPIM
845
Duff & Phelps Investment Management
Illinois
$1.61M
FFS
846
Founders Financial Securities
Maryland
$1.58M -$8.38K -181 -0.5%
CNBTD
847
Citizens National Bank Trust Department
Mississippi
$1.57M
WT
848
Washington Trust
Rhode Island
$1.56M -$120K -2,589 -7%
JWCA
849
J.W. Cole Advisors
Florida
$1.56M -$62K -1,339 -4%
OC
850
Oarsman Capital
Wisconsin
$1.55M -$21.4K -463 -1%

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.