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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
P
1076
Pitcairn
Pennsylvania
$837K -$42.9K -961 -5%
FWM
1077
Foresight Wealth Management
Utah
$836K
RG
1078
Rathbones Group
United Kingdom
$833K -$8.93K -200 -1%
CT
1079
Cambridge Trust
Massachusetts
$831K +$17.3K +388 +2%
Kovitz Investment Group Partners
1080
Kovitz Investment Group Partners
Illinois
$828K -$86.4K -1,935 -10%
IAN
1081
Integrated Advisors Network
Texas
$828K -$9.42K -211 -1%
GIA
1082
GHP Investment Advisors
Colorado
$824K +$79.6K +1,783 +11%
CW
1083
CreativeOne Wealth
Kansas
$824K +$287K +6,429 +55%
CCM
1084
Chilton Capital Management
Texas
$823K +$154K +3,454 +23%
ROTUOC
1085
Regents of the University of California
California
$820K
SB
1086
Sunflower Bank
Texas
$820K +$483K +10,816 +148%
ZIM
1087
Zacks Investment Management
Illinois
$819K -$62.9M -1,409,634 -99%
Jones Financial Companies
1088
Jones Financial Companies
Missouri
$815K -$163K -3,656 -17%
SCM
1089
Sterneck Capital Management
Missouri
$810K -$19.2K -429 -2%
QCG
1090
Quadrant Capital Group
Ohio
$809K +$105K +2,347 +15%
CC
1091
Chicago Capital
Illinois
$808K
GSEP
1092
Golden State Equity Partners
California
$807K +$251K +5,626 +46%
TPMI
1093
Tilden Park Management I
New York
$806K
SFG
1094
Summit Financial Group
West Virginia
$805K +$531K +11,889 +202%
LNWTC
1095
Laird Norton Wetherby Trust Company
Washington
$803K +$138K +3,093 +21%
SC
1096
SouthState Corp
Florida
$802K +$36.8K +825 +5%
BOTW
1097
Bank of the West
California
$800K -$95.7K -2,144 -11%
SIA
1098
SkyView Investment Advisors
New Jersey
$800K
NCM
1099
Narwhal Capital Management
Georgia
$799K -$180K -4,034 -19%
SIA
1100
Soltis Investment Advisors
Utah
$798K -$12.5K -281 -2%

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.