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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
PA
1351
PSI Advisors
Florida
$442K -$16K -345 -3%
EF
1352
Exeter Financial
Arizona
$441K
NIM
1353
Nexus Investment Management
Ontario, Canada
$440K -$185K -4,000 -30%
CTA
1354
Colonial Trust Advisors
South Carolina
$439K -$3.19K -69 -0.7%
CCM
1355
Coldstream Capital Management
Washington
$439K +$127K +2,748 +17%
RWP
1356
Ridgecrest Wealth Partners
California
$435K +$3.66K +79 +0.8%
CPA
1357
Court Place Advisors
Maryland
$434K -$9.26K -200 -2%
SAM
1358
S.A. Mason
Michigan
$434K
SVCP
1359
Silicon Valley Capital Partners
California
$434K +$1.71K +37 +0.4%
EFSCE
1360
Enterprise Financial Services Corp (EFSC)
Missouri
$433K +$10.6K +228 +3%
CIM
1361
CIM Investment Management
Pennsylvania
$430K -$2.59K -56 -0.6%
HFG
1362
Heron Financial Group
New York
$430K +$10.2K +220 +2%
MCCP
1363
Mission Creek Capital Partners
California
$429K -$50.2K -1,085 -11%
HHGA
1364
Halbert Hargrove Global Advisors
California
$429K -$231 -5 -0.1%
TWM
1365
Titus Wealth Management
California
$428K +$37.2K +804 +10%
FAM
1366
Formidable Asset Management
Ohio
$427K +$210K +4,545 +98%
MA
1367
MCF Advisors
Kentucky
$426K +$24.9K +538 +6%
SMC
1368
Smith, Moore & Co
Missouri
$425K
FPB
1369
First PREMIER Bank
South Dakota
$421K
CNB
1370
Camden National Bank
Maine
$420K +$419K +9,048 New
EFM
1371
E Fund Management
China
$419K +$418K +9,026 New
GIM
1372
Greylin Investment Management
Virginia
$418K -$56.9K -1,230 -12%
POIA
1373
Pin Oak Investment Advisors
Texas
$417K
PSB
1374
Piscataqua Savings Bank
New Hampshire
$415K -$8.05K -174 -2%
PCA
1375
Providence Capital Advisors
North Carolina
$414K -$8.47K -183 -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.