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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
RFM
1401
Royal Fund Management
Florida
$398K +$7.28K +163 +2%
DA
1402
Denali Advisors
California
$394K -$1.54M -34,500 -80%
AIA
1403
Arbor Investment Advisors
North Carolina
$394K -$132K -2,959 -25%
TCM
1404
Tributary Capital Management
Nebraska
$394K -$17.9K -400 -4%
ONST
1405
Old North State Trust
North Carolina
$393K -$45.4K -1,017 -10%
MA
1406
MCF Advisors
Kentucky
$391K +$20.9K +469 +6%
WA
1407
Wealth Architects
California
$390K +$137K +3,070 +55%
22CM
1408
20/20 Capital Management
California
$389K +$61.8K +1,385 +19%
CAAS
1409
Capital Asset Advisory Services
Michigan
$388K -$593K -13,269 -61%
SC
1410
Schulhoff & Co
Ohio
$388K
FPFS
1411
First Personal Financial Services
North Carolina
$388K +$15.6K +350 +4%
WAM
1412
Wolverine Asset Management
Illinois
$387K +$183K +4,090 +91%
MBTD
1413
Mechanics Bank - Trust Department
California
$386K -$89.3K -2,000 -19%
BFPW
1414
BOK Financial Private Wealth
Colorado
$386K +$143K +3,205 +60%
B
1415
Bailard
California
$385K +$142K +3,189 +60%
PMAS
1416
PNC Managed Account Solutions
Texas
$383K +$377K +8,452 New
CCWA
1417
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$383K +$378K +8,455 New
BG
1418
Bollard Group
Massachusetts
$382K +$375K +8,400 +28,966%
TWM
1419
Titus Wealth Management
California
$380K +$100K +2,250 +37%
CCM
1420
Cohen Capital Management
California
$376K
VWA
1421
Visionary Wealth Advisors
Illinois
$376K +$53.2K +1,192 +17%
MWP
1422
MYCIO Wealth Partners
Pennsylvania
$375K
AWA
1423
Acorn Wealth Advisors
Michigan
$374K -$37.9K -849 -9%
BFIC
1424
Bedell Frazier Investment Counselling
California
$374K +$23.5K +527 +7%
TIA
1425
Traphagen Investment Advisors
New Jersey
$373K -$3.93K -88 -1%

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.