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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
CC
1026
Centiva Capital
New York
$950K -$4.87M -105,321 -84%
EH
1027
Equitable Holdings
New York
$946K -$24.2K -523 -3%
SIC
1028
Salem Investment Counselors
North Carolina
$944K +$15.8K +342 +2%
DSC
1029
Duncker Streett & Co
Missouri
$940K -$245K -5,295 -21%
MCM
1030
Mengis Capital Management
Oregon
$938K -$338K -7,300 -27%
CAN
1031
Claraphi Advisory Network
United States
$931K -$94.9K -2,050 -9%
NCM
1032
Narwhal Capital Management
Georgia
$929K +$110K +2,381 +14%
BOC
1033
Barbara Oil Co
Illinois
$928K
HA
1034
Harbor Advisors
Florida
$928K
ICG
1035
InterOcean Capital Group
Tennessee
$923K
ARM
1036
Adirondack Research & Management
New York
$923K +$46 +1 +0%
FB
1037
Fulton Bank
Pennsylvania
$919K +$273K +5,893 +42%
FMTC
1038
Farmers & Merchants Trust Company
California
$915K +$12.9K +278 +1%
FMT
1039
First Mercantile Trust
Tennessee
$914K -$655K -14,152 -42%
AIC
1040
Ameritas Investment Company
Nebraska
$914K +$564K +12,182 +162%
BRWM
1041
B. Riley Wealth Management
Tennessee
$912K +$909K +19,642 New
MGWM
1042
Marks Group Wealth Management
Minnesota
$908K +$158K +3,409 +21%
QCG
1043
Quadrant Capital Group
Ohio
$906K +$76.8K +1,660 +9%
KA
1044
Kovack Advisors
Florida
$903K +$97.8K +2,113 +12%
PMA
1045
Prudent Man Advisors
Illinois
$902K -$6.94K -150 -0.8%
SQA
1046
Simon Quick Advisors
New Jersey
$902K +$773K +16,702 +611%
MMHP
1047
Murphy Middleton Hinkle & Parker
Georgia
$900K -$1.85K -40 -0.2%
MA
1048
Mutual Advisors
Nebraska
$896K -$52.7K -1,138 -6%
MMPW
1049
Mitchell McLeod Pugh & Williams
Alabama
$893K +$76.3K +1,648 +9%
GCM
1050
Glynn Capital Management
California
$889K

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.