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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
CRC
1126
Curi RMB Capital
Illinois
$723K +$46.3K +1,000 +7%
AWM
1127
Apollon Wealth Management
South Carolina
$722K +$26.3K +568 +4%
B
1128
Barings
North Carolina
$721K -$279K -6,021 -28%
LNWTC
1129
Laird Norton Wetherby Trust Company
Washington
$717K -$106K -2,287 -13%
CFG
1130
Citizens Financial Group
Rhode Island
$714K -$21.2K -459 -3%
IWA
1131
IVC Wealth Advisors
Pennsylvania
$710K +$370 +8 +0.1%
ACM
1132
AlphaStar Capital Management
North Carolina
$708K +$154K +3,324 +31%
AC
1133
Abbrea Capital
California
$707K +$53.2K +1,150 +8%
BHBT
1134
Burke & Herbert Bank & Trust
Virginia
$703K -$11.8K -255 -2%
WIC
1135
Woodmont Investment Counsel
Tennessee
$700K -$37.9K -819 -5%
NSIM
1136
North Star Investment Management
Illinois
$699K +$3.33K +72 +0.5%
NICM
1137
Neo Ivy Capital Management
New York
$698K +$1.26M +27,277 New
DI
1138
Diligent Investors
California
$697K
WA
1139
Waverly Advisors
Alabama
$696K +$1.48K +32 +0.2%
MOS
1140
MGO One Seven
Ohio
$695K +$6.57K +142 +1%
IAIM
1141
International Assets Investment Management
Florida
$695K +$1.08M +23,355 +47%
CAM
1142
CenterStar Asset Management
Illinois
$685K
CCA
1143
Childress Capital Advisors
Texas
$685K +$264K +5,709 +63%
GT
1144
Glenview Trust
Kentucky
$684K +$201K +4,345 +42%
PFM
1145
Parsec Financial Management
North Carolina
$683K -$11.1K -240 -2%
TCOV
1146
Trust Company of Vermont
Vermont
$681K -$21.3K -460 -3%
AIA
1147
AIMZ Investment Advisors
California
$681K
BP
1148
BBR Partners
New York
$680K +$124K +2,672 +22%
SB
1149
Sunflower Bank
Texas
$677K -$163K -3,529 -19%
LA
1150
LexAurum Advisors
Kansas
$675K -$49.8K -1,075 -7%

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.