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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
MMPW
1101
Mitchell McLeod Pugh & Williams
Alabama
$797K +$19.2K +430 +3%
NWS
1102
Newport Wealth Strategies
California
$791K +$3.39K +76 +0.4%
GFP
1103
Gryphon Financial Partners
Ohio
$789K +$196K +4,383 +16%
KA
1104
Kovack Advisors
Florida
$786K +$22.9K +513 +3%
TCPWM
1105
Traverso Chambers Private Wealth Management
California
$785K -$5.67K -127 -0.7%
SFA
1106
Sequoia Financial Advisors
Ohio
$783K +$215K +4,815 +39%
SAMC
1107
Spectrum Asset Management (California)
California
$781K -$1.28M -28,768 -63%
PI
1108
Putnam Investments
Massachusetts
$780K -$13.1M -292,790 -94%
HCM
1109
Hodges Capital Management
Texas
$780K -$112K -2,500 -13%
HCM
1110
Hutner Capital Management
Vermont
$775K -$4.91K -110 -0.6%
PCA
1111
Personal Capital Advisors
California
$775K +$88.7K +1,987 +13%
WWM
1112
Western Wealth Management
Colorado
$773K -$36.2K -810 -5%
NSAM
1113
North Star Asset Management
Wisconsin
$767K -$1.34K -30 -0.2%
SW
1114
SteelPeak Wealth
California
$765K +$106K +2,367 +16%
AG
1115
AIA Group
Hong Kong
$763K +$792K +17,732 New
QPWM
1116
Quadrant Private Wealth Management
Pennsylvania
$762K
MCM
1117
Manchester Capital Management
Vermont
$759K +$30K +671 +4%
SAM
1118
Sequent Asset Management
Texas
$758K -$48.6K -1,088 -6%
TFO
1119
Tarbox Family Office
California
$757K +$56.7K +1,269 +8%
XF
1120
XML Financial
Maryland
$756K -$1.29K -29 -0.2%
MPAM
1121
Murphy Pohlad Asset Management
Minnesota
$755K +$156K +3,483 +26%
CTC
1122
Central Trust Company
Missouri
$754K -$281K -6,300 -27%
JCM
1123
Jacobi Capital Management
Pennsylvania
$747K -$8.71K -195 -1%
BA
1124
Bristlecone Advisors
Washington
$744K +$1.43K +32 +0.2%
JFA
1125
JNBA Financial Advisors
Minnesota
$743K -$44.7K -1,000 -6%

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.