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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
AC
1301
Annandale Capital
Texas
$488K +$89 +2 +0%
PWPS
1302
Pinnacle Wealth Planning Services
Ohio
$486K -$451K -10,104 -48%
FWP
1303
FAS Wealth Partners
Kansas
$486K -$3.97K -89 -0.8%
FCIM
1304
Fairview Capital Investment Management
California
$485K -$3.13K -70 -0.6%
BFA
1305
Bragg Financial Advisors
North Carolina
$485K +$41.4K +928 +9%
IB
1306
Intrust Bank
Kansas
$484K -$31.4K -703 -6%
OFG
1307
Oxford Financial Group
Indiana
$484K +$491 +11 +0.1%
BAM
1308
Barrett Asset Management
New York
$483K
AIM
1309
Aspen Investment Management
Michigan
$481K -$4.64K -104 -1%
WA
1310
Wealth Alliance
New York
$481K +$37.6K +841 +9%
OWIM
1311
Old West Investment Management
California
$480K
PCM
1312
Penserra Capital Management
California
$479K -$69.8K -1,564 -13%
HMS
1313
Hanseatic Management Services
New Mexico
$479K +$472K +10,566 New
SIM
1314
SSI Investment Management
California
$474K -$2.19K -49 -0.5%
GTAM
1315
Global Trust Asset Management
Florida
$473K
CBA
1316
Coastal Bridge Advisors
Connecticut
$473K +$2.23K +50 +0.5%
GT
1317
Glenview Trust
Kentucky
$471K
KFGK
1318
Keystone Financial Group (Kentucky)
Kentucky
$470K +$47.2K +1,058 +11%
PTP
1319
Platform Technology Partners
New York
$469K +$462K +10,355 New
MCCP
1320
Mission Creek Capital Partners
California
$467K -$4.24K -95 -0.9%
HWA
1321
HCR Wealth Advisors
California
$465K +$86.1K +1,928 +23%
SC
1322
Steph & Co
Wisconsin
$464K
GIM
1323
Greylin Investment Management
Virginia
$463K -$492K -11,025 -52%
DCM
1324
Donaldson Capital Management
Indiana
$463K -$14.3K -320 -3%
WSTAM
1325
Wilbanks Smith & Thomas Asset Management
Virginia
$463K +$111K +2,486 +32%

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.