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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
DAS
1226
Dynamic Advisor Solutions
Arizona
$586K -$152K -3,412 -21%
MAFM
1227
Mid Atlantic Financial Management
Pennsylvania
$585K -$15.1K -338 -3%
MAM
1228
McCarthy Asset Management
California
$584K -$58.2K -1,304 -9%
OL
1229
Optas LLC
Texas
$582K +$248K +5,548 +76%
PWW
1230
Pettyjohn Wood & White
Virginia
$581K -$72.3K -1,619 -11%
AFS
1231
Axiom Financial Strategies
Indiana
$580K +$45 +1 +0%
Legacy Financial Group (Iowa)
1232
Legacy Financial Group (Iowa)
Iowa
$580K +$52.3K +1,171 +10%
HWMA
1233
Heritage Wealth Management (Arizona)
Arizona
$579K +$571K +12,790 New
FLI
1234
Family Legacy Inc
South Carolina
$576K
OPCM
1235
Osborne Partners Capital Management
California
$576K +$17.9K +400 +3%
GWS
1236
Glassman Wealth Services
Virginia
$574K +$16.6K +372 +3%
BCM
1237
Becker Capital Management
Oregon
$573K +$110K +2,474 +24%
BW
1238
Bison Wealth
Georgia
$572K +$86.6K +1,939 +18%
KFC
1239
Klingenstein Fields & Co
New York
$570K
GJIC
1240
Gamble Jones Investment Counsel
California
$569K
LK
1241
Lumbard & Kellner
New Hampshire
$566K -$16.3K -366 -3%
PWA
1242
Providence Wealth Advisors
Illinois
$566K
PWM
1243
Purus Wealth Management
California
$566K +$1.16K +26 +0.2%
JIC
1244
Joel Isaacson & Co
New York
$564K +$80K +1,791 +17%
AW
1245
ACG Wealth
Georgia
$563K -$125K -2,796 -18%
MWM
1246
MorganRosel Wealth Management
Colorado
$559K
LWM
1247
Liberty Wealth Management
California
$559K +$117K +2,617 +27%
SG
1248
StoneX Group
New York
$557K -$143K -3,208 -21%
VIA
1249
Vident Investment Advisory
Georgia
$557K -$15.9K -355 -3%
GSC
1250
G&S Capital
Colorado
$557K

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.