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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
BFPW
1276
BOK Financial Private Wealth
Colorado
$519K +$122K +2,642 +31%
FAIM
1277
Financial Advocates Investment Management
Washington
$517K +$89K +1,923 +21%
CT
1278
Chicago Trust
Illinois
$515K +$11.9K +257 +2%
FMC
1279
First Merchants Corp
Indiana
$514K -$12.2K -263 -2%
LCM
1280
Leisure Capital Management
California
$512K
WANY
1281
Wealthspire Advisors (New York)
New York
$510K +$509K +10,998 New
BCI
1282
Brinker Capital Investments
Pennsylvania
$508K
SAS
1283
Stelac Advisory Services
New York
$507K +$154K +3,321 +44%
HI
1284
Humankind Investments
New York
$507K +$156K +3,367 +45%
BP
1285
Ballentine Partners
Massachusetts
$506K +$45.1K +975 +10%
PWPS
1286
Pinnacle Wealth Planning Services
Ohio
$504K +$6.48K +140 +1%
FCIM
1287
Fairview Capital Investment Management
California
$503K +$6.16K +133 +1%
PCM
1288
Parsons Capital Management
Rhode Island
$502K -$1.94K -42 -0.4%
QFA
1289
Quattro Financial Advisors
Texas
$502K
MW
1290
Marcum Wealth
Ohio
$502K +$87.6K +1,892 +21%
AC
1291
Annandale Capital
Texas
$501K +$278 +6 +0.1%
IF
1292
Intrua Financial
Texas
$501K +$463K +10,009 New
FWP
1293
FAS Wealth Partners
Kansas
$500K +$2.68K +58 +0.5%
AFP
1294
Ausdal Financial Partners
Iowa
$498K -$14.4K -312 -3%
IB
1295
Intrust Bank
Kansas
$497K +$741 +16 +0.1%
OFG
1296
Oxford Financial Group
Indiana
$497K +$1.71K +37 +0.3%
AP
1297
Atwood & Palmer
Missouri
$497K +$23.1K +500 +5%
BAM
1298
Barrett Asset Management
New York
$495K
BFO
1299
Biltmore Family Office
North Carolina
$494K -$6.94K -150 -1%
AIM
1300
Aspen Investment Management
Michigan
$494K +$926 +20 +0.2%

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.