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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
COF
1351
Capital One Financial
Virginia
$442K +$165K +3,692 +61%
CFG
1352
Cooper Financial Group
California
$441K +$4.33K +97 +1%
BWP
1353
Baldwin Wealth Partners
Massachusetts
$439K
FNBOH
1354
First National Bank of Hutchinson
Kansas
$438K -$8.93K -200 -2%
TCB
1355
Texas Capital Bancshares
Texas
$435K -$10.7K -239 -2%
HFM
1356
Hartford Financial Management
Connecticut
$435K
CA
1357
Claar Advisors
New York
$435K +$429K +9,600 New
CPA
1358
Court Place Advisors
Maryland
$432K -$8.93K -200 -2%
CTA
1359
Colonial Trust Advisors
South Carolina
$431K -$58.5K -1,310 -12%
SFG
1360
SNS Financial Group
Minnesota
$431K +$36.9K +826 +9%
WC
1361
Woodstock Corp
Massachusetts
$430K +$10.3K +230 +2%
EF
1362
Exeter Financial
Arizona
$428K
NWM
1363
Northwest Wealth Management
Iowa
$423K -$1.56K -35 -0.4%
SAM
1364
S.A. Mason
Michigan
$423K
CIM
1365
CIM Investment Management
Pennsylvania
$422K -$2.28K -51 -0.5%
SVCP
1366
Silicon Valley Capital Partners
California
$422K +$98.7K +2,211 +31%
RWP
1367
Ridgecrest Wealth Partners
California
$421K +$415K +9,302 New
CIM
1368
Contravisory Investment Management
Massachusetts
$419K
LD
1369
Lipe & Dalton
New York
$419K +$31.3K +700 +8%
HHGA
1370
Halbert Hargrove Global Advisors
California
$419K +$35.6K +797 +9%
FAIM
1371
Financial Advocates Investment Management
Washington
$417K -$41.5K -929 -9%
SCM
1372
Southport Capital Management
Tennessee
$417K +$1.47K +33 +0.4%
PMFA
1373
Plante Moran Financial Advisors
Michigan
$417K +$78.5K +1,757 +24%
GKWIM
1374
Gerber Kawasaki Wealth & Investment Management
California
$417K +$411K +9,209 New
SMC
1375
Smith, Moore & Co
Missouri
$414K -$53.1K -1,190 -12%

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.