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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
IAMOG
1001
Investors Asset Management of Georgia
Georgia
$1.01M -$60.1K -1,299 -6%
PVH
1002
Psagot Value Holdings
Israel
$1.01M +$373K +8,060 +58%
RCAG
1003
Rehmann Capital Advisory Group
Michigan
$1.01M +$71K +1,534 +8%
TI
1004
Truehand Inc
New Hampshire
$1.01M
AP
1005
Appleton Partners
Massachusetts
$1.01M -$35.8K -773 -3%
FAM
1006
Fulcrum Asset Management
United Kingdom
$1.01M
IC
1007
Intersect Capital
California
$1M -$116K -2,505 -10%
HT
1008
HighTower Trust
Texas
$1M +$16.2K +349 +2%
ECM
1009
Evergreen Capital Management
Washington
$1M +$466K +10,072 +88%
WTB
1010
Washington Trust Bank
Washington
$997K -$107K -2,317 -10%
FWCM
1011
Ferguson Wellman Capital Management
Oregon
$994K
Jones Financial Companies
1012
Jones Financial Companies
Missouri
$993K +$157K +3,399 +19%
PWP
1013
Principle Wealth Partners
Connecticut
$992K -$463 -10 -0%
DTC
1014
Davidson Trust Company
Washington
$987K -$34.9K -754 -3%
RWM
1015
Ritholtz Wealth Management
New York
$985K +$37.8K +816 +4%
AI
1016
Accredited Investors
Minnesota
$984K -$36.1K -779 -4%
HBT
1017
Heartland Bank & Trust
Illinois
$984K +$981K +21,199 New
BBNA
1018
Bremer Bank National Association
Minnesota
$974K -$31.9K -690 -3%
FCCM
1019
First City Capital Management
Georgia
$970K -$4.44K -96 -0.5%
PAS
1020
Park Avenue Securities
New York
$964K +$95.5K +2,064 +11%
TBA
1021
Tower Bridge Advisors
Pennsylvania
$963K -$9.26K -200 -1%
UFF
1022
USA Financial Formulas
Michigan
$960K +$904K +19,539 +1,699%
IRC
1023
Investors Research Corp
Georgia
$959K +$1.62K +35 +0.2%
QTM
1024
qPULA Trading Management
New York
$958K +$955K +20,642 New
AWMT
1025
AAFMAA Wealth Management & Trust
North Carolina
$953K

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.