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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
FFA
1251
First Foundation Advisors
California
$547K -$156K -3,361 -22%
SG
1252
StoneX Group
New York
$547K -$23.2K -502 -4%
FPCP
1253
Fort Point Capital Partners
California
$547K +$185K +4,002 +51%
ECG
1254
Edge Capital Group
Georgia
$544K -$146K -3,151 -21%
SOW
1255
State of Wyoming
Wyoming
$544K +$6.06K +131 +1%
OWP
1256
Obermeyer Wealth Partners
Colorado
$543K -$148K -3,196 -21%
MIP
1257
Marietta Investment Partners
Wisconsin
$543K -$370 -8 -0.1%
YWP
1258
YorkBridge Wealth Partners
New York
$541K -$185 -4 -0%
AMIM
1259
Aull & Monroe Investment Management
Alabama
$540K -$9.26K -200 -2%
IIM
1260
Ipswich Investment Management
Massachusetts
$537K -$8.1K -175 -1%
HMS
1261
Hanseatic Management Services
New Mexico
$537K +$46.3K +1,001 +9%
WBC
1262
West Branch Capital
Massachusetts
$536K -$4.12K -89 -0.8%
S
1263
Surevest
California
$536K +$4.67K +101 +0.9%
CA
1264
Claro Advisors
Massachusetts
$534K -$77.2K -1,669 -13%
CIC
1265
Crawford Investment Counsel
Georgia
$532K +$156K +3,366 +42%
VAM
1266
Vontobel Asset Management
New York
$530K
BMC
1267
Beaton Management Company
Massachusetts
$528K
KFC
1268
Klingenstein Fields & Co
New York
$527K -$56.9K -1,230 -10%
MWM
1269
MorganRosel Wealth Management
Colorado
$527K -$46.3K -1,000 -8%
AWS
1270
AJ Wealth Strategies
New York
$524K -$3.84K -83 -0.7%
NIM
1271
Northeast Investment Management
Massachusetts
$524K
FNT
1272
First Nebraska Trust
Nebraska
$524K +$19.9K +429 +4%
CWM
1273
Cornerstone Wealth Management
Missouri
$522K +$14.2K +307 +3%
PSC
1274
Prentiss Smith & Co
Vermont
$521K
BFA
1275
Bragg Financial Advisors
North Carolina
$519K +$21.5K +465 +4%

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.