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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
SSWM
1176
Sheets Smith Wealth Management
North Carolina
$643K +$9.54K +206 +2%
FSCM
1177
Front Street Capital Management
Montana
$638K -$576K -12,450 -48%
MCM
1178
Monument Capital Management
Virginia
$638K +$394K +8,522 +163%
CAG
1179
Csenge Advisory Group
Florida
$636K -$265K -5,721 -30%
BMM
1180
Buffington Mohr McNeal
Idaho
$636K -$278 -6 -0%
SFO
1181
Stokes Family Office
Louisiana
$635K +$32.8K +708 +5%
WLPWM
1182
Walled Lake Planning & Wealth Management
Illinois
$634K
BCAM
1183
Boston Common Asset Management
Massachusetts
$633K -$602 -13 -0.1%
ISB
1184
Iowa State Bank
Iowa
$633K +$6.02K +130 +1%
AC
1185
Avestar Capital
New York
$631K
MWM
1186
Meridian Wealth Management
Kentucky
$630K -$2.17K -47 -0.3%
RDWM
1187
Red Door Wealth Management
Tennessee
$630K +$67.8K +1,465 +12%
JWA
1188
JFS Wealth Advisors
Pennsylvania
$626K +$7.17K +155 +1%
WDL
1189
Well Done LLC
Michigan
$626K +$124K +2,689 +25%
WI
1190
Wintrust Investments
Illinois
$623K +$365K +7,882 +142%
ZIC
1191
ZWJ Investment Counsel
Georgia
$622K
FNBT
1192
FineMark National Bank & Trust
Florida
$621K -$52.6K -1,136 -8%
WAM
1193
Weatherly Asset Management
California
$621K -$4.63K -100 -0.7%
GPA
1194
Garrison Point Advisors
California
$621K
DS
1195
DRW Securities
Illinois
$621K +$204K +4,414 +49%
MWM
1196
Madison Wealth Management
Ohio
$620K -$13.6K -294 -2%
PFA
1197
Pure Financial Advisors
California
$615K +$4.58K +99 +0.8%
BIC
1198
Beach Investment Counsel
Pennsylvania
$614K
FLI
1199
Family Legacy Inc
South Carolina
$614K
MAFM
1200
Mid Atlantic Financial Management
Pennsylvania
$614K +$14.5K +314 +2%

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.