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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
CPO
1176
Cerity Partners OCIO
New York
$654K +$29.6K +664 +5%
FMBTD
1177
First Midwest Bank Trust Division
Illinois
$651K -$35.5K -794 -5%
SM
1178
Sciencast Management
New Jersey
$650K +$664K +14,877 New
DIM
1179
Delta Investment Management
California
$646K -$15.4K -345 -2%
T
1180
TOBAM
France
$641K
IAIM
1181
International Assets Investment Management
Florida
$639K -$1.28M -28,675 -37%
AC
1182
Abbrea Capital
California
$638K +$68.2K +1,527 +12%
HSA
1183
HBK Sorce Advisory
Pennsylvania
$636K -$66.6K -1,492 -10%
CNC
1184
Canandaigua National Corp
New York
$633K -$16.1K -360 -3%
CC
1185
Cannell & Co
New York
$633K
PFM
1186
Parsec Financial Management
North Carolina
$631K -$166K -3,728 -21%
PP
1187
Paloma Partners
Connecticut
$630K -$1.13M -25,262 -64%
SHJ
1188
Sharkey, Howes & Javer
Colorado
$630K
FB
1189
Fulton Bank
Pennsylvania
$629K +$621K +13,903 New
APA
1190
Allegiant Private Advisors
Florida
$628K +$33.3K +745 +6%
PVH
1191
Psagot Value Holdings
Israel
$625K +$41.6K +931 +7%
BMM
1192
Buffington Mohr McNeal
Idaho
$621K -$18.8K -422 -3%
WLPWM
1193
Walled Lake Planning & Wealth Management
Illinois
$619K
FSA
1194
Fort Sheridan Advisors
Illinois
$619K +$52.5K +1,175 +9%
MWM
1195
Madison Wealth Management
Ohio
$619K +$82.8K +1,855 +16%
SSWM
1196
Sheets Smith Wealth Management
North Carolina
$618K +$134 +3 +0%
BCAM
1197
Boston Common Asset Management
Massachusetts
$618K +$610K +13,655 New
MWM
1198
Meridian Wealth Management
Kentucky
$617K +$32.3K +724 +6%
AC
1199
Avestar Capital
New York
$616K
ACM
1200
Alta Capital Management
Utah
$614K -$100K -2,241 -14%

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.