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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
JIC
1201
Johnson Investment Counsel
Ohio
$612K +$41.1K +889 +7%
BC
1202
Burney Company
Virginia
$611K -$2.17K -47 -0.4%
WFI
1203
West Family Investments
California
$610K +$86.4K +1,867 +17%
DP
1204
Denver PWM
Colorado
$606K
GS
1205
Gagnon Securities
New York
$606K
PWA
1206
Providence Wealth Advisors
Illinois
$606K +$9.26K +200 +2%
QPWM
1207
Quadrant Private Wealth Management
Pennsylvania
$605K -$176K -3,800 -23%
DIM
1208
Delta Investment Management
California
$602K -$60.4K -1,304 -9%
GWS
1209
Glassman Wealth Services
Virginia
$601K +$12.5K +269 +2%
PWMG
1210
Pinnacle Wealth Management Group
Michigan
$599K -$27.8K -600 -4%
FSA
1211
Fort Sheridan Advisors
Illinois
$598K -$35.9K -776 -6%
BCM
1212
Becker Capital Management
Oregon
$598K +$10.1K +219 +2%
BW
1213
Bison Wealth
Georgia
$597K +$10.6K +228 +2%
PWW
1214
Pettyjohn Wood & White
Virginia
$596K +$46 +1 +0%
BCM
1215
BTR Capital Management
California
$595K -$19.7K -425 -3%
IFG
1216
Investors Financial Group
Minnesota
$591K -$29.6K -640 -5%
WC
1217
Weil Company
California
$591K +$24.1K +520 +4%
HWMA
1218
Heritage Wealth Management (Arizona)
Arizona
$585K -$8.61K -186 -1%
GLA
1219
Good Life Advisors
Pennsylvania
$584K +$168K +3,629 +40%
OL
1220
Optas LLC
Texas
$583K -$13.1K -284 -2%
MCM
1221
MV Capital Management
Maryland
$583K +$554K +11,964 +1,987%
PWM
1222
Purus Wealth Management
California
$582K +$2.55K +55 +0.4%
DAS
1223
Dynamic Advisor Solutions
Arizona
$576K -$25.2K -544 -4%
DLA
1224
Douglas Lane & Associates
New York
$576K +$14.8K +319 +3%
WG
1225
Welch Group
Alabama
$576K +$295K +6,374 +106%

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.