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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
1076
Chicago Capital
Illinois
$828K
SFG
1077
Summit Financial Group
West Virginia
$826K
NIC
1078
Northwest Investment Counselors
Oregon
$815K -$380K -8,218 -32%
EFS
1079
Essex Financial Services
Connecticut
$815K +$7.96K +172 +1%
ESB
1080
Essex Savings Bank
Connecticut
$813K -$13.5K -292 -2%
NWS
1081
Newport Wealth Strategies
California
$813K +$2.41K +52 +0.3%
PI
1082
Putnam Investments
Massachusetts
$812K +$4.54K +98 +0.6%
ACA
1083
Atlas Capital Advisors
Wyoming
$811K +$617K +13,332 +322%
CIP
1084
Convergence Investment Partners
Florida
$810K -$244K -5,274 -23%
TCPWM
1085
Traverso Chambers Private Wealth Management
California
$804K +$46 +1 +0%
AF
1086
Advisornet Financial
Minnesota
$803K -$250K -5,407 -24%
KMWM
1087
Keudell/Morrison Wealth Management
Oregon
$802K -$72.9K -1,574 -8%
PCA
1088
Personal Capital Advisors
California
$802K +$8.7K +188 +1%
SC
1089
SouthState Corp
Florida
$800K -$21.3K -461 -3%
SIA
1090
Soltis Investment Advisors
Utah
$797K -$21.4K -462 -3%
GTCM
1091
Gyon Technologies Capital Management
New Jersey
$794K +$792K +17,106 New
ACS
1092
Archford Capital Strategies
Illinois
$784K +$55.2K +1,193 +8%
IAN
1093
Integrated Advisors Network
Texas
$781K -$67.9K -1,467 -8%
TFO
1094
Tarbox Family Office
California
$780K +$4.03K +87 +0.5%
HCM
1095
Hutner Capital Management
Vermont
$777K -$17.4K -375 -2%
MPAM
1096
Murphy Pohlad Asset Management
Minnesota
$774K
XF
1097
XML Financial
Maryland
$773K -$1.25K -27 -0.2%
BOTW
1098
Bank of the West
California
$769K -$50.7K -1,095 -6%
AP
1099
Adero Partners
California
$769K +$8.33K +180 +1%
NSAM
1100
North Star Asset Management
Wisconsin
$768K -$17.8K -385 -2%

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.