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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
AP
1126
Adero Partners
California
$742K -$83.9K -1,878 -10%
SCA
1127
Sippican Capital Advisors
Massachusetts
$740K -$4.46K -100 -0.6%
GAG
1128
GM Advisory Group
New York
$736K +$179 +4 +0%
HCM
1129
Highlander Capital Management
New Jersey
$735K -$138K -3,100 -16%
MGWM
1130
Marks Group Wealth Management
Minnesota
$734K -$58.7K -1,314 -8%
WA1
1131
Wimmer Associates 1
California
$734K -$14.7K -330 -2%
BIA
1132
Biondo Investment Advisors
Pennsylvania
$734K
PFGIA
1133
Patriot Financial Group Insurance Agency
Massachusetts
$726K +$462K +10,336 +181%
ST
1134
Smithfield Trust
Pennsylvania
$725K -$152K -3,400 -18%
QSS
1135
Quantitative Systematic Strategies
Florida
$723K -$1.27M -28,351 -64%
LJAC
1136
L.J. Altfest & Co
New York
$723K -$19.5K -436 -3%
WIC
1137
Woodmont Investment Counsel
Tennessee
$721K -$102K -2,280 -13%
CCM
1138
Coldstream Capital Management
Washington
$721K -$32K -716 -4%
EW
1139
Element Wealth
Mississippi
$721K +$9.33K +209 +1%
RCM
1140
Requisite Capital Management
Texas
$720K
CFG
1141
Citizens Financial Group
Rhode Island
$718K -$66.7K -1,494 -9%
QCM
1142
Quest Capital Management
Texas
$718K +$60.9K +1,364 +9%
ACS
1143
Archford Capital Strategies
Illinois
$711K -$178K -3,997 -20%
HIA
1144
Harbor Investment Advisory
Maryland
$709K -$46K -1,030 -6%
DA
1145
Doliver Advisors
Texas
$709K -$4.06K -91 -0.6%
LA
1146
LexAurum Advisors
Kansas
$708K +$110K +2,463 +19%
1CP
1147
17 Capital Partners
Arizona
$704K +$694K +15,550 New
DI
1148
Diligent Investors
California
$697K -$1.82M -40,763 -73%
BHBT
1149
Burke & Herbert Bank & Trust
Virginia
$697K -$15.6K -350 -2%
SCA
1150
Snowden Capital Advisors
New York
$696K +$213K +4,773 +45%

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.