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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
PTP
1326
Platform Technology Partners
New York
$468K -$12.5K -270 -3%
TC
1327
Trust Company
Kansas
$468K +$107K +2,307 +30%
JC
1328
Jacobs & Co
California
$467K +$46.3K +1,000 +11%
QCM
1329
Quantinno Capital Management
New York
$465K +$6.16K +133 +1%
IA
1330
IFG Advisory
Georgia
$464K +$11.3K +245 +3%
NM
1331
Nokota Management
New York
$464K +$463K +10,000 New
ZIG
1332
Zuckerman Investment Group
Illinois
$463K
CFG
1333
Cooper Financial Group
California
$462K +$9.9K +214 +2%
KPW
1334
Kore Private Wealth
New York
$459K -$1.67K -36 -0.4%
PMFA
1335
Plante Moran Financial Advisors
Michigan
$459K +$31.3K +676 +7%
LA
1336
Lynch & Associates
Indiana
$457K -$14.1K -305 -3%
BCA
1337
Bray Capital Advisors
Florida
$453K +$185 +4 +0%
1WM
1338
1900 Wealth Management
Texas
$453K +$324 +7 +0.1%
BCA
1339
Berman Capital Advisors
Georgia
$452K +$194K +4,185 +75%
BWP
1340
Baldwin Wealth Partners
Massachusetts
$450K
CIM
1341
Contravisory Investment Management
Massachusetts
$450K +$20.1K +435 +5%
FNBOH
1342
First National Bank of Hutchinson
Kansas
$449K
PPP
1343
Private Portfolio Partners
New Jersey
$448K -$9.12K -197 -2%
BCA
1344
Bay Colony Advisors
Massachusetts
$446K -$85.4K -1,846 -16%
CA
1345
Claar Advisors
New York
$446K
HFM
1346
Hartford Financial Management
Connecticut
$445K
RIM
1347
Redwood Investment Management
Arizona
$445K +$176K +3,795 +66%
CL
1348
COWA LLC
Oklahoma
$444K -$13.9K -300 -3%
TCB
1349
Texas Capital Bancshares
Texas
$443K -$3.24K -70 -0.7%
SFG
1350
SNS Financial Group
Minnesota
$443K +$1.25K +27 +0.3%

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.