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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
EFSCE
1376
Enterprise Financial Services Corp (EFSC)
Missouri
$414K +$281K +6,292 +223%
PSB
1377
Piscataqua Savings Bank
New Hampshire
$412K -$27.5K -616 -6%
FPB
1378
First PREMIER Bank
South Dakota
$412K -$19.8K -444 -5%
PCA
1379
Providence Capital Advisors
North Carolina
$412K +$50.1K +1,121 +14%
AI
1380
AXS Investments
New York
$411K +$23.3K +522 +6%
PCP
1381
Proficio Capital Partners
Massachusetts
$411K +$171K +3,833 +73%
CCA
1382
Childress Capital Advisors
Texas
$410K -$183K -4,092 -31%
FPF
1383
First Pacific Financial
Washington
$410K -$43.6K -976 -10%
JC
1384
Jacobs & Co
California
$410K -$6.7K -150 -2%
HFG
1385
Heron Financial Group
New York
$410K
NPA
1386
Nichols & Pratt Advisers
Massachusetts
$408K
POIA
1387
Pin Oak Investment Advisors
Texas
$407K
AA
1388
Argent Advisors
Louisiana
$407K +$22.8K +511 +6%
IFWM
1389
Institute for Wealth Management
Colorado
$406K -$758K -16,970 -65%
GLA
1390
Good Life Advisors
Pennsylvania
$406K -$41.4K -928 -9%
M
1391
MOTCO
Texas
$406K +$14.1K +316 +4%
DS
1392
DRW Securities
Illinois
$406K +$400K +8,962 New
GBT
1393
Grove Bank & Trust
Florida
$404K -$2.68K -60 -0.7%
LC
1394
Lindbrook Capital
California
$404K +$4.2K +94 +1%
MW
1395
Marcum Wealth
Ohio
$404K +$44.2K +990 +12%
AAP
1396
Arax Advisory Partners
Colorado
$403K +$398K +8,909 New
SMG
1397
Spectrum Management Group
Indiana
$402K
HIMC
1398
Heritage Investors Management Corp
Maryland
$400K -$493K -11,035 -56%
IHWM
1399
Iron Horse Wealth Management
Iowa
$400K -$6.7K -150 -2%
RWA
1400
River Wealth Advisors
Pennsylvania
$399K +$134 +3 +0%

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.