We are live on ! Find out more
WFC icon

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
S
1276
Surevest
California
$518K
BMC
1277
Beaton Management Company
Massachusetts
$516K -$31.3K -700 -6%
AWS
1278
AJ Wealth Strategies
New York
$516K +$134 +3 +0%
FMC
1279
First Merchants Corp
Indiana
$513K -$881K -19,737 -64%
NIM
1280
Northeast Investment Management
Massachusetts
$511K +$98.2K +2,200 +24%
WFI
1281
West Family Investments
California
$511K +$504K +11,285 New
PSC
1282
Prentiss Smith & Co
Vermont
$508K +$8.89K +199 +2%
BCI
1283
Brinker Capital Investments
Pennsylvania
$508K +$244K +5,472 +95%
EGM
1284
Engineers Gate Manager
New York
$505K -$114K -2,556 -19%
HI
1285
Hudock Inc
Pennsylvania
$502K -$233K -5,211 -32%
LCAM
1286
London & Capital Asset Management
United Kingdom
$501K
AFP
1287
Ausdal Financial Partners
Iowa
$500K -$251K -5,627 -34%
LCM
1288
Leisure Capital Management
California
$500K
AWAP
1289
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$500K +$14.4K +322 +3%
CWM
1290
Cornerstone Wealth Management
Missouri
$496K -$73.7K -1,650 -13%
QVT
1291
Quantitative Value Technologies
Kansas
$495K
GVAG
1292
Great Valley Advisor Group
Delaware
$493K +$4.33K +97 +0.9%
PCM
1293
Parsons Capital Management
Rhode Island
$492K -$22.3K -500 -4%
FNT
1294
First Nebraska Trust
Nebraska
$492K -$1.12K -25 -0.2%
CT
1295
Chicago Trust
Illinois
$491K +$8.57K +192 +2%
TA
1296
Tiedemann Advisors
New York
$489K -$9.87K -221 -2%
WDL
1297
Well Done LLC
Michigan
$489K -$5.4K -121 -1%
BFO
1298
Biltmore Family Office
North Carolina
$489K
NAS
1299
Nicolet Advisory Services
Wisconsin
$489K
ACM
1300
AlphaStar Capital Management
North Carolina
$489K +$240K +5,372 +100%

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.