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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
PA
926
PFG Advisors
Arizona
$1.25M +$38.9K +872 +3%
NCM
927
Northside Capital Management
Oregon
$1.25M
MCM
928
Mengis Capital Management
Oregon
$1.25M +$45 +1 +0%
SC
929
Sovarnum Capital
New York
$1.25M -$499K -11,180 -29%
FHA
930
First Horizon Advisors
Tennessee
$1.24M -$77K -1,725 -6%
VIM
931
Vista Investment Management
Pennsylvania
$1.24M -$23.3K -521 -2%
SWM
932
SeaCrest Wealth Management
New York
$1.24M -$61.7K -1,382 -5%
AIC
933
Ameritas Investment Company
Nebraska
$1.24M -$66.7K -1,493 -17%
BOM
934
Bank of Marin
California
$1.22M +$8.04K +180 +0.7%
LP
935
LMR Partners
United Kingdom
$1.21M -$8.04M -179,980 -87%
WA
936
WP Advisors
California
$1.21M -$24.6K -552 -2%
NL
937
NVWM LLC
Pennsylvania
$1.19M +$9.29K +208 +0.8%
FSCM
938
Front Street Capital Management
Montana
$1.19M -$265K -5,936 -18%
NEI
939
Northwest & Ethical Investments
Ontario, Canada
$1.19M -$744K -16,651 -39%
FDS
940
First Dallas Securities
Texas
$1.19M -$214K -4,800 -16%
BCFD
941
Boit C.F. David
$1.19M +$1.17M +26,163 New
BBA
942
BLB&B Advisors
Pennsylvania
$1.18M -$71K -1,590 -6%
HIC
943
Holderness Investments Company
North Carolina
$1.18M +$9.6K +215 +0.8%
KFS
944
Kelly Financial Services
Massachusetts
$1.18M +$2.36M +52,786 +7,763%
CPIG
945
Chicago Partners Investment Group
Illinois
$1.18M -$96.1K -2,153 -8%
RL
946
Ruffer LLP
United Kingdom
$1.18M -$268K -6,000 -19%
KFP
947
KB Financial Partners
New Jersey
$1.18M +$562K +12,585 +94%
IMA
948
Investment Management Associates
Colorado
$1.17M -$27.1K -607 -2%
GRP
949
Global Retirement Partners
California
$1.17M +$42.1K +943 +4%
NIC
950
Northwest Investment Counselors
Oregon
$1.17M -$30.1K -675 -3%

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.