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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
EM
901
Excalibur Management
Massachusetts
$1.33M -$416K -8,981 -24%
SAM
902
Silvercrest Asset Management
New York
$1.32M +$15.7K +340 +1%
PP
903
Palladium Partners
Virginia
$1.32M -$1.16K -25 -0.1%
BBA
904
BLB&B Advisors
Pennsylvania
$1.31M +$101K +2,178 +8%
SWM
905
SeaCrest Wealth Management
New York
$1.31M +$41.7K +900 +3%
FHA
906
First Horizon Advisors
Tennessee
$1.3M +$28K +605 +2%
HW
907
Hancock Whitney
Mississippi
$1.3M -$131K -2,824 -9%
BCWM
908
Bartlett & Co Wealth Management
Ohio
$1.29M -$112K -2,425 -8%
BC
909
Bartlett & Co
Ohio
$1.29M -$112K -2,425 -8%
FFBTD
910
First Financial Bank - Trust Division
Ohio
$1.29M -$18.6K -401 -1%
NL
911
NVWM LLC
Pennsylvania
$1.29M +$67K +1,448 +6%
PK
912
Pflug Koory
Nebraska
$1.29M -$11.8K -255 -0.9%
VIM
913
Vista Investment Management
Pennsylvania
$1.27M -$972 -21 -0.1%
NCM
914
Northside Capital Management
Oregon
$1.26M -$23.7K -513 -2%
CPIG
915
Chicago Partners Investment Group
Illinois
$1.26M -$62.8K -1,357 -5%
GJIC
916
Gamble Jones Investment Counsel
California
$1.25M +$669K +14,445 +115%
RSVP
917
Ramsay Stattman Vela & Price
Colorado
$1.25M -$192K -4,145 -13%
BOM
918
Bank of Marin
California
$1.25M
AT
919
Arden Trust
Delaware
$1.25M -$80.6K -1,742 -6%
VCM
920
Virtue Capital Management
Tennessee
$1.25M -$46.3K -1,001 -4%
IA
921
Insight Advisors
Pennsylvania
$1.25M +$2.96K +64 +0.3%
SWA
922
Stratos Wealth Advisors
Ohio
$1.25M -$456K -9,856 -27%
BFEC
923
Benjamin F. Edwards & Company
Missouri
$1.25M +$97K +2,096 +8%
WA
924
WP Advisors
California
$1.24M +$5.42K +117 +0.4%
HIC
925
Holderness Investments Company
North Carolina
$1.24M +$25.2K +544 +2%

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.