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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
AFS
1226
Axiom Financial Strategies
Indiana
$575K -$19.1K -412 -3%
OPCM
1227
Osborne Partners Capital Management
California
$575K -$15K -325 -3%
LWM
1228
Liberty Wealth Management
California
$575K +$1.67K +36 +0.3%
BCM
1229
Bayesian Capital Management
New York
$575K +$574K +12,400 New
PRC
1230
Pearl River Capital
Michigan
$575K +$574K +12,400 New
HH
1231
Hilltop Holdings
Texas
$574K -$36.1K -780 -6%
AP
1232
Americana Partners
Texas
$574K +$206K +4,450 +56%
HCP
1233
Hexagon Capital Partners
Arkansas
$572K +$2.5K +54 +0.4%
CT
1234
Caldwell Trust
Florida
$571K +$111K +2,398 +24%
GSC
1235
G&S Capital
Colorado
$570K
CCM
1236
CAAS Capital Management
New York
$569K -$466K -10,068 -45%
DBIA
1237
Dumont & Blake Investment Advisors
New Jersey
$565K -$2.22K -48 -0.4%
DCM
1238
Donaldson Capital Management
Indiana
$564K +$90.3K +1,950 +19%
MAM
1239
McCarthy Asset Management
California
$563K -$35.1K -758 -6%
LK
1240
Lumbard & Kellner
New Hampshire
$563K -$16.2K -349 -3%
CA
1241
Cambridge Advisors
Nebraska
$560K +$46 +1 +0%
HI
1242
Hudock Inc
Pennsylvania
$560K +$44.4K +960 +9%
SAM
1243
Summit Asset Management
Tennessee
$557K +$13.4K +289 +2%
WA
1244
Wealth Alliance
New York
$556K +$62.9K +1,359 +13%
MBT
1245
Montecito Bank & Trust
California
$553K -$5.79K -125 -1%
PCM
1246
Prelude Capital Management
New York
$552K +$550K +11,885 New
Kovitz Investment Group Partners
1247
Kovitz Investment Group Partners
Illinois
$551K -$297K -6,411 -35%
SS
1248
Simplicity Solutions
Minnesota
$551K +$223K +4,828 +69%
SIP
1249
Stoneridge Investment Partners
Pennsylvania
$550K -$124K -2,680 -18%
PCI
1250
Pacifica Capital Investments
Texas
$549K

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.