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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
GBT
1376
Grove Bank & Trust
Florida
$414K
NWM
1377
Northwest Wealth Management
Iowa
$412K -$21.7K -469 -5%
SMG
1378
Spectrum Management Group
Indiana
$412K
STA
1379
Summit Trail Advisors
New York
$412K +$67.3K +1,455 +20%
CFA
1380
Cahill Financial Advisors
Minnesota
$411K +$161K +3,484 +65%
FFG
1381
Fortem Financial Group
California
$411K +$410K +8,859 New
IHWM
1382
Iron Horse Wealth Management
Iowa
$410K
Verition Fund Management
1383
Verition Fund Management
Connecticut
$410K +$409K +8,835 New
RWA
1384
River Wealth Advisors
Pennsylvania
$409K +$278 +6 +0.1%
RFM
1385
Royal Fund Management
Florida
$409K +$1.3K +28 +0.3%
AIA
1386
Arbor Investment Advisors
North Carolina
$409K +$4.63K +100 +1%
MMA
1387
Miracle Mile Advisors
California
$408K +$30.4K +656 +8%
FMWA
1388
Forvis Mazars Wealth Advisors
Missouri
$408K +$407K +8,797 New
IFWM
1389
Institute for Wealth Management
Colorado
$406K -$9.77K -211 -2%
LD
1390
Lipe & Dalton
New York
$404K -$25.5K -550 -6%
DA
1391
Denali Advisors
California
$404K
SC
1392
Schulhoff & Co
Ohio
$398K +$93 +2 +0%
FPF
1393
First Pacific Financial
Washington
$397K -$23.1K -500 -6%
NPA
1394
Nichols & Pratt Advisers
Massachusetts
$395K -$27.8K -600 -7%
B
1395
Bailard
California
$395K
ITIM
1396
Indiana Trust & Investment Management
Indiana
$394K -$80.4K -1,738 -17%
TCM
1397
Tributary Capital Management
Nebraska
$394K -$9.26K -200 -2%
MBTD
1398
Mechanics Bank - Trust Department
California
$391K -$4.63K -100 -1%
BG
1399
Bollard Group
Massachusetts
$391K
WC
1400
Woodstock Corp
Massachusetts
$390K -$50.9K -1,100 -12%

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.