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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
BCFD
926
Boit C.F. David
$1.23M
RL
927
Ruffer LLP
United Kingdom
$1.22M
NEI
928
Northwest & Ethical Investments
Ontario, Canada
$1.21M
IIM
929
Intact Investment Management
Quebec, Canada
$1.21M -$3.2M -69,100 -73%
SCA
930
Snowden Capital Advisors
New York
$1.2M +$481K +10,387 +68%
DLG
931
Daniel L. Goodwin
$1.19M
QI
932
Qtron Investments
Massachusetts
$1.18M +$76.3K +1,648 +7%
IMC Chicago
933
IMC Chicago
Illinois
$1.18M +$1.18M +25,441 New
AIIMS
934
Analyst IMS Investment Management Services
Israel
$1.18M +$12.2K +263 +1%
BB
935
Busey Bank
Illinois
$1.17M +$254K +5,495 +28%
BJL
936
Brighton Jones LLC
Washington
$1.17M -$134K -2,892 -10%
FNBSF
937
First National Bank Sioux Falls
South Dakota
$1.17M -$1.56M -33,683 -57%
IIC
938
Ironwood Investment Counsel
Arizona
$1.17M -$171K -3,699 -13%
IMA
939
Investment Management Associates
Colorado
$1.17M -$33.7K -728 -3%
LWCFA
940
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.17M -$920K -19,871 -44%
ANRIA
941
American National Registered Investment Advisor
Texas
$1.17M -$4.67K -101 -0.4%
VFA
942
Voya Financial Advisors
Connecticut
$1.16M -$15.3K -331 -1%
LWAC
943
Laurel Wealth Advisors (California)
California
$1.16M -$272K -5,866 -19%
CC
944
Cadinha & Co
Hawaii
$1.16M
BCM
945
Boltwood Capital Management
California
$1.16M -$6.94K -150 -0.6%
CGL
946
Clarius Group LLC
Washington
$1.15M -$229K -4,954 -17%
FMLI
947
Fukoku Mutual Life Insurance
Japan
$1.15M +$158K +3,420 +16%
CM
948
Crestline Management
Texas
$1.15M -$6.72M -145,203 -85%
AL
949
Aspiriant LLC
California
$1.15M -$5.79K -125 -0.5%
CF
950
Centaurus Financial
California
$1.15M -$16.2K -349 -1%

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.