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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
QAM
1151
Q3 Asset Management
Michigan
$693K +$686K +15,364 New
IWA
1152
IVC Wealth Advisors
Pennsylvania
$692K +$179 +4 +0%
WA
1153
Waverly Advisors
Alabama
$691K +$65.2K +1,461 +12%
PCFFS
1154
Pacific Center for Financial Services
California
$686K -$9.64K -216 -1%
FFA
1155
First Foundation Advisors
California
$686K +$84.3K +1,887 +14%
TCOV
1156
Trust Company of Vermont
Vermont
$686K +$94.7K +2,120 +16%
AWM
1157
Apollon Wealth Management
South Carolina
$679K -$12.8K -286 -2%
EFS
1158
Essex Financial Services
Connecticut
$679K
NSIM
1159
North Star Investment Management
Illinois
$678K
JGGDR
1160
JGP Global Gestao de Recursos
Brazil
$676K -$260K -5,815 -28%
CG
1161
Colony Group
Massachusetts
$674K -$3.53M -79,085 -84%
OWP
1162
Obermeyer Wealth Partners
Colorado
$674K +$57.5K +1,288 +9%
ECG
1163
Edge Capital Group
Georgia
$673K -$17.5K -391 -3%
SWM
1164
Shakespeare Wealth Management
Wisconsin
$669K
SG
1165
Stonnington Group
California
$669K +$42.4K +950 +6%
FPCG
1166
Fort Pitt Capital Group
Pennsylvania
$668K +$222K +4,968 +51%
AIA
1167
AIMZ Investment Advisors
California
$665K -$3.35K -75 -0.5%
LF
1168
Lantz Financial
Illinois
$661K +$53.6K +1,200 +9%
WB
1169
Webster Bank
Connecticut
$660K -$13.4K -300 -2%
CRC
1170
Curi RMB Capital
Illinois
$660K
SIP
1171
Stoneridge Investment Partners
Pennsylvania
$658K -$4.09M -91,501 -86%
FNBT
1172
FineMark National Bank & Trust
Florida
$658K +$34.7K +776 +6%
MAA
1173
Mraz Amerine & Associates
California
$657K
RCM
1174
RB Capital Management
Nevada
$657K +$21.5K +482 +3%
BCM
1175
Brookstone Capital Management
Illinois
$657K +$267K +5,984 +65%

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.