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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
TCM
951
Telos Capital Management
California
$1.14M
HCM
952
Hutchinson Capital Management
California
$1.14M
SBIA
953
Sheaff Brock Investment Advisors
Indiana
$1.14M -$10K -216 -0.9%
CIAS
954
Capital Investment Advisory Services
North Carolina
$1.14M -$622K -13,428 -35%
NB
955
Nicolet Bankshares
Wisconsin
$1.13M -$51.6K -1,114 -4%
BMO
956
Beck Mack & Oliver
New York
$1.13M -$8.56K -185 -0.8%
GC
957
GFG Capital
Florida
$1.13M
LWANC
958
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.13M -$16.2K -350 -1%
TAM
959
Tealwood Asset Management
Minnesota
$1.13M +$1.12M +24,290 New
QCIG
960
Quad-Cities Investment Group
Iowa
$1.13M +$93 +2 +0%
JWM
961
Jeppson Wealth Management
California
$1.12M +$694 +15 +0.1%
CA
962
Cumberland Advisors
Florida
$1.12M -$57.9K -1,250 -5%
BL
963
Balentine LLC
Georgia
$1.12M +$776K +16,774 +230%
WI
964
WrapManager Inc
California
$1.11M +$11.8K +254 +1%
CCM
965
Compton Capital Management
Rhode Island
$1.11M -$69.4K -1,500 -6%
TPWA
966
TRUE Private Wealth Advisors
Oregon
$1.11M +$48.2K +1,042 +5%
JIC
967
Joel Isaacson & Co
New York
$1.11M +$532K +11,500 +92%
GIA
968
Gladstone Institutional Advisory
Florida
$1.11M -$663K -14,319 -38%
CBT
969
CoreFirst Bank & Trust
Kansas
$1.1M -$33.3K -720 -3%
BAMF
970
BI Asset Management Fondsmaeglerselskab
Denmark
$1.09M +$492K +10,632 +82%
ASBI
971
American State Bank (Iowa)
Iowa
$1.09M -$54.2K -1,170 -5%
SRC
972
Sage Rhino Capital
California
$1.09M +$25.2K +545 +2%
AWA
973
Arkadios Wealth Advisors
Georgia
$1.09M -$576K -12,445 -35%
MSR
974
Main Street Research
Connecticut
$1.08M -$305K -6,583 -22%
S
975
SignatureFD
Georgia
$1.08M +$18K +389 +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.