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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
WTC
876
WhitTier Trust Company
Nevada
$1.45M -$29.4K -658 -2%
SSI
877
Scott & Selber Inc
Texas
$1.45M -$3.44K -77 -0.2%
TNB
878
Thomasville National Bank
Georgia
$1.44M +$58.7K +1,314 +4%
1SB
879
1ST Source Bank
Indiana
$1.44M
BAM
880
Belpointe Asset Management
Nevada
$1.44M +$51.2K +1,146 +4%
MC
881
Martin & Co
Tennessee
$1.44M -$87.6K -1,962 -6%
TWM
882
Tradition Wealth Management
Minnesota
$1.43M +$313 +7 +0%
CIA
883
Choate Investment Advisors
Massachusetts
$1.43M
FWM
884
Frontier Wealth Management
Missouri
$1.43M +$62.3K +1,396 +5%
TFA
885
Trinity Financial Advisors
Ohio
$1.43M +$1.41M +31,508 New
JG
886
Jefferies Group
New York
$1.43M +$1.04M +23,311 +285%
RSVP
887
Ramsay Stattman Vela & Price
Colorado
$1.41M -$64.7K -1,448 -4%
LWAC
888
Laurel Wealth Advisors (California)
California
$1.4M -$166K -3,720 -11%
HW
889
Hancock Whitney
Mississippi
$1.4M -$235K -5,266 -15%
WGAM
890
Wilkinson Global Asset Management
New York
$1.39M
WPW
891
Waldron Private Wealth
Pennsylvania
$1.38M +$1.01M +22,648 +293%
CIA
892
Citadel Investment Advisory
Ohio
$1.38M -$129K -2,880 -9%
MIC
893
Meridian Investment Counsel
California
$1.37M +$59.7K +1,336 +5%
BCWM
894
Bartlett & Co Wealth Management
Ohio
$1.37M -$2.23K -50 -0.2%
BC
895
Bartlett & Co
Ohio
$1.37M -$2.23K -50 -0.2%
JIP
896
Jaffetilchin Investment Partners
Florida
$1.36M +$901K +20,185 +121%
Luther King Capital Management (LKCM)
897
Luther King Capital Management (LKCM)
Texas
$1.36M +$64K +1,434 +5%
MIM
898
Marco Investment Management
Georgia
$1.36M +$1.34K +30 +0.1%
CGL
899
Clarius Group LLC
Washington
$1.35M +$72.1K +1,615 +6%
MSR
900
Main Street Research
Connecticut
$1.35M +$110K +2,469 +9%

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.