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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
VAS
851
Vestmark Advisory Solutions
Massachusetts
$1.59M +$438K +9,809 +39%
JWCA
852
J.W. Cole Advisors
Florida
$1.58M +$119K +2,667 +8%
IFG
853
Independent Financial Group
California
$1.58M -$428K -9,594 -22%
HB
854
Homrich & Berg
Georgia
$1.57M +$339K +7,587 +28%
AWE
855
Avidian Wealth Enterprises
Texas
$1.57M -$68.8K -1,541 -4%
DPIM
856
Duff & Phelps Investment Management
Illinois
$1.57M
FFS
857
Founders Financial Securities
Maryland
$1.55M +$48.2K +1,080 +3%
OC
858
Oarsman Capital
Wisconsin
$1.54M +$26.2K +586 +2%
FMT
859
First Mercantile Trust
Tennessee
$1.53M -$185K -4,151 -11%
CNBTD
860
Citizens National Bank Trust Department
Mississippi
$1.53M -$58.7K -1,315 -4%
HI
861
Hoey Investments
Pennsylvania
$1.53M +$1.51M +33,725 New
OAM
862
Occidental Asset Management
California
$1.5M +$62.6K +1,403 +4%
PI
863
PFS Investments
Georgia
$1.5M +$138K +3,096 +10%
FFN
864
Focus Financial Network
Minnesota
$1.5M +$181K +4,055 +14%
TMAM
865
Tokio Marine Asset Management
Japan
$1.49M +$199K +4,453 +16%
AA
866
Ancora Advisors
Ohio
$1.48M -$67.2K -1,505 -4%
LF
867
Lee Financial
Texas
$1.48M -$9.38K -210 -0.6%
GC
868
Grimes & Company
Massachusetts
$1.48M -$16.1K -360 -1%
MAWCM
869
Mine & Arao Wealth Creation & Management
California
$1.48M -$3.13K -70 -0.2%
CSM
870
CAMG Solamere Management
North Carolina
$1.48M
NP
871
NorthRock Partners
Minnesota
$1.47M +$1.45M +32,379 New
SWM
872
Spire Wealth Management
Virginia
$1.47M -$401K -8,988 -22%
SC
873
Sawyer & Company
Massachusetts
$1.46M -$12.5K -280 -0.9%
SACTSONJ
874
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.46M
Fiera Capital (Canada)
875
Fiera Capital (Canada)
Quebec, Canada
$1.45M -$130K -2,906 -8%

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.