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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
DLG
951
Daniel L. Goodwin
$1.16M
Lazard Asset Management
952
Lazard Asset Management
New York
$1.16M
PTC
953
Private Trust Company
Ohio
$1.16M +$16.8K +377 +1%
DSC
954
Duncker Streett & Co
Missouri
$1.16M -$18.4K -413 -2%
NB
955
Nicolet Bankshares
Wisconsin
$1.16M
CCM
956
Compton Capital Management
Rhode Island
$1.16M -$21.4K -480 -2%
CA
957
Cumberland Advisors
Florida
$1.15M
ANRIA
958
American National Registered Investment Advisor
Texas
$1.14M -$10K -225 -0.9%
BCM
959
Boltwood Capital Management
California
$1.14M
AIIMS
960
Analyst IMS Investment Management Services
Israel
$1.14M +$119K +2,676 +12%
CF
961
Centaurus Financial
California
$1.14M -$17.9K -400 -2%
FCI
962
Financial Counselors Inc
Kansas
$1.13M -$187K -4,192 -14%
CC
963
Cadinha & Co
Hawaii
$1.13M
IA
964
Insight Advisors
Pennsylvania
$1.13M -$16.6K -372 -1%
AL
965
Aspiriant LLC
California
$1.13M +$118K +2,632 +12%
BFEC
966
Benjamin F. Edwards & Company
Missouri
$1.12M +$401K +8,984 +57%
SBIA
967
Sheaff Brock Investment Advisors
Indiana
$1.12M -$17.8K -398 -2%
VFA
968
Voya Financial Advisors
Connecticut
$1.12M -$4.24M -94,859 -79%
LWANC
969
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.12M +$141K +3,149 +15%
ASBI
970
American State Bank (Iowa)
Iowa
$1.12M +$15.4K +345 +1%
PA
971
Parallel Advisors
California
$1.12M +$197K +4,402 +22%
TCM
972
Telos Capital Management
California
$1.12M -$8.93K -200 -0.8%
BMO
973
Beck Mack & Oliver
New York
$1.11M +$37.3K +835 +4%
HCM
974
Hutchinson Capital Management
California
$1.11M -$33.7K -755 -3%
CBT
975
CoreFirst Bank & Trust
Kansas
$1.11M -$16.5K -370 -1%

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.