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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
JIC
1251
Johnson Investment Counsel
Ohio
$557K +$18.1K +406 +3%
HCP
1252
Hexagon Capital Partners
Arkansas
$555K -$65.6K -1,469 -11%
DBIA
1253
Dumont & Blake Investment Advisors
New Jersey
$554K -$1.97K -44 -0.4%
WC
1254
Weil Company
California
$553K +$219K +4,900 +67%
SIGI
1255
Susquehanna International Group (Ireland)
Ireland
$552K +$544K +12,182 New
DLA
1256
Douglas Lane & Associates
New York
$548K +$7.64K +171 +1%
RDWM
1257
Red Door Wealth Management
Tennessee
$548K +$265K +5,930 +96%
CA
1258
Cambridge Advisors
Nebraska
$546K
MBT
1259
Montecito Bank & Trust
California
$546K
BP
1260
BBR Partners
New York
$542K -$55.4K -1,241 -9%
AMIM
1261
Aull & Monroe Investment Management
Alabama
$536K -$10.5K -235 -2%
PCI
1262
Pacifica Capital Investments
Texas
$536K
Koshinski Asset Management
1263
Koshinski Asset Management
Illinois
$535K +$113K +2,535 +27%
IIM
1264
Ipswich Investment Management
Massachusetts
$532K
LBD
1265
Landsberg Bennett & Dubbaneh
Florida
$532K +$18K +403 +4%
SAM
1266
Summit Asset Management
Tennessee
$531K -$78.3K -1,753 -13%
MIP
1267
Marietta Investment Partners
Wisconsin
$530K -$1.29K -29 -0.2%
YWP
1268
YorkBridge Wealth Partners
New York
$528K +$23.8K +533 +5%
MSA
1269
Marino Stram & Associates
Massachusetts
$528K +$521K +11,657 New
WBC
1270
West Branch Capital
Massachusetts
$527K +$217K +4,853 +71%
SOW
1271
State of Wyoming
Wyoming
$524K +$149K +3,347 +41%
CWP
1272
Capital Wealth Planning
Florida
$522K +$4.87K +109 +1%
ECM
1273
Evergreen Capital Management
Washington
$521K +$64.5K +1,445 +14%
VAM
1274
Vontobel Asset Management
New York
$520K +$279K +6,254 +120%
BCA
1275
Bay Colony Advisors
Massachusetts
$519K -$22K -492 -4%

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.