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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
SAM
851
Selway Asset Management
$1.55M -$185K -4,000 -11%
LF
852
Lee Financial
Texas
$1.54M +$21.2K +459 +1%
PAM
853
Palisade Asset Management
Minnesota
$1.54M -$320K -6,914 -17%
HI
854
Hoey Investments
Pennsylvania
$1.53M -$30.4K -657 -2%
RIL
855
Rothschild Investment LLC
Illinois
$1.53M -$625K -13,500 -29%
FWM
856
Frontier Wealth Management
Missouri
$1.52M +$59.9K +1,294 +4%
BAM
857
Belpointe Asset Management
Nevada
$1.52M +$41.4K +895 +3%
CSM
858
CAMG Solamere Management
North Carolina
$1.51M
SCM
859
Sterneck Capital Management
Missouri
$1.51M +$682K +14,741 +83%
GC
860
Grimes & Company
Massachusetts
$1.51M -$6.2K -134 -0.4%
FFN
861
Focus Financial Network
Minnesota
$1.5M -$37.2K -803 -2%
AG
862
AIA Group
Hong Kong
$1.5M +$672K +14,516 +82%
TWM
863
TriaGen Wealth Management
California
$1.5M +$1.49M +32,263 New
SACTSONJ
864
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.49M
Fiera Capital (Canada)
865
Fiera Capital (Canada)
Quebec, Canada
$1.48M -$6.25K -135 -0.4%
WTC
866
WhitTier Trust Company
Nevada
$1.48M -$14.1K -305 -0.9%
TWM
867
Tradition Wealth Management
Minnesota
$1.47M +$5.32K +115 +0.4%
H
868
HoyleCohen
California
$1.47M -$29K -627 -2%
Luther King Capital Management (LKCM)
869
Luther King Capital Management (LKCM)
Texas
$1.47M +$75.7K +1,636 +5%
1SB
870
1ST Source Bank
Indiana
$1.47M -$5.09K -110 -0.3%
LIM
871
Leavell Investment Management
Alabama
$1.46M -$87.4K -1,888 -6%
TNB
872
Thomasville National Bank
Georgia
$1.46M -$15.6K -336 -1%
SC
873
Sawyer & Company
Massachusetts
$1.46M -$37.5K -810 -3%
SSI
874
Scott & Selber Inc
Texas
$1.44M -$43K -928 -3%
LCOV
875
London Company of Virginia
Virginia
$1.44M -$1.15M -24,860 -44%

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.