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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
FMLI
1026
Fukoku Mutual Life Insurance
Japan
$969K +$357K +8,000 +60%
PWP
1027
Principle Wealth Partners
Connecticut
$968K -$57.6K -1,291 -6%
FAM
1028
Fulcrum Asset Management
United Kingdom
$968K
MHS
1029
M Holdings Securities
Oregon
$968K +$20.7K +463 +2%
IC
1030
Inscription Capital
Texas
$968K +$954K +21,374 New
RM
1031
Resource Management
Louisiana
$966K -$408K -9,129 -30%
GGS
1032
Galvin Gaustad & Stein
Arizona
$965K -$35.7K -800 -4%
HT
1033
HighTower Trust
Texas
$964K -$53.9K -1,207 -5%
PWLP
1034
Prio Wealth Limited Partnership
Massachusetts
$963K -$183K -4,091 -16%
LCM
1035
Logan Capital Management
Pennsylvania
$962K +$55.3K +1,239 +6%
CRWM
1036
Castle Rock Wealth Management
California
$960K +$24.7K +554 +3%
FSA
1037
Franklin Street Advisors
North Carolina
$958K +$47.1K +1,054 +5%
EAM
1038
Erste Asset Management
Austria
$955K -$240K -5,383 -20%
BC
1039
Bridgefront Capital
Texas
$953K +$939K +21,035 New
NFG
1040
Next Financial Group
Texas
$949K -$30.7K -688 -3%
TBA
1041
Tower Bridge Advisors
Pennsylvania
$949K +$371K +8,300 +66%
EH
1042
Equitable Holdings
New York
$947K -$10.4K -232 -1%
DWA
1043
Douglass Winthrop Advisors
New York
$937K
IRC
1044
Investors Research Corp
Georgia
$934K
LCP
1045
Legacy Capital Partners
Wisconsin
$933K +$163K +3,658 +22%
AWMT
1046
AAFMAA Wealth Management & Trust
North Carolina
$930K -$8.93K -200 -1%
MA
1047
Mutual Advisors
Nebraska
$926K -$108K -2,409 -11%
RWM
1048
Ritholtz Wealth Management
New York
$925K +$215K +4,815 +31%
RCAG
1049
Rehmann Capital Advisory Group
Michigan
$918K -$625 -14 -0.1%
PFO
1050
Pathstone Family Office
New Jersey
$910K +$104K +2,327 +13%

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.