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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
CIP
1001
Convergence Investment Partners
Florida
$1.03M -$76.8K -1,719 -7%
GLLW
1002
Graves Light Lenhart Wealth
Virginia
$1.02M -$893 -20 -0.1%
WAM
1003
Wakefield Asset Management
Colorado
$1.02M +$13K +292 +1%
RPC
1004
Rossmore Private Capital
Connecticut
$1.02M -$173K -3,866 -15%
AP
1005
Appleton Partners
Massachusetts
$1.02M +$14.7K +330 +1%
RIA
1006
Realta Investment Advisors
Delaware
$1.02M -$6.43K -144 -0.6%
NEWAS
1007
N.E.W. Advisory Services
Wisconsin
$1.02M +$7.99K +179 +0.8%
AW
1008
Alaethes Wealth
Nevada
$1.01M
CC
1009
Courier Capital
New York
$1.01M +$167K +3,743 +20%
TW
1010
TrinityPoint Wealth
Connecticut
$1.01M +$998K +22,346 New
CCM
1011
CAAS Capital Management
New York
$1.01M -$3.61M -80,917 -78%
CFGS
1012
Concourse Financial Group Securities
Alabama
$1.01M -$245K -5,479 -20%
FC
1013
Full18 Capital
Connecticut
$1.01M +$992K +22,205 New
CAN
1014
Claraphi Advisory Network
United States
$1M +$988K +22,117 New
DTC
1015
Davidson Trust Company
Washington
$997K -$229K -5,125 -19%
AI
1016
Accredited Investors
Minnesota
$996K -$49.9K -1,118 -5%
PFSC
1017
Peoples Financial Services Corp
Pennsylvania
$996K +$23.4K +525 +2%
TI
1018
Truehand Inc
New Hampshire
$986K
SB
1019
Simmons Bank
Arkansas
$984K -$47.6K -1,066 -5%
BBNA
1020
Bremer Bank National Association
Minnesota
$981K -$223K -5,000 -19%
CCM
1021
Carlson Capital Management
Minnesota
$980K -$7.95K -178 -0.8%
B
1022
Barings
North Carolina
$976K -$1.34M -29,901 -58%
MTIM
1023
Marathon Trading Investment Management
Pennsylvania
$972K -$3.52M -78,762 -79%
CL
1024
Choreo LLC
Illinois
$971K -$53.4K -1,195 -5%
FWCM
1025
Ferguson Wellman Capital Management
Oregon
$970K -$44.7K -1,000 -4%

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.