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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
ONST
1401
Old North State Trust
North Carolina
$389K -$14.3K -309 -4%
BTW
1402
Boston Trust Walden
Massachusetts
$389K +$13.5K +291 +4%
EAM
1403
Evanson Asset Management
California
$389K +$23.4K +506 +6%
SAM
1404
Sawgrass Asset Management
Florida
$386K -$242K -5,225 -39%
CCM
1405
Cohen Capital Management
California
$384K -$1.16K -25 -0.3%
MWP
1406
MYCIO Wealth Partners
Pennsylvania
$384K
SP
1407
Successful Portfolios
Florida
$382K +$28.5K +615 +8%
EA
1408
Eclectic Associates
California
$382K +$40.8K +881 +12%
CA
1409
Cornerstone Advisory
Maryland
$381K +$231 +5 +0.1%
HGWM
1410
Horst & Graben Wealth Management
Oregon
$378K +$741 +16 +0.2%
SMA
1411
Sage Mountain Advisors
Georgia
$378K +$45.6K +985 +14%
CAM
1412
Cidel Asset Management
Ontario, Canada
$376K
NL
1413
NWAM LLC
Washington
$376K +$43.1K +932 +13%
MMG
1414
Monetary Management Group
Missouri
$374K
SHGA
1415
Sand Hill Global Advisors
California
$374K +$104K +2,248 +39%
WCM
1416
Washington Capital Management
Washington
$371K
CWP
1417
Capital Wealth Planning
Florida
$371K -$164K -3,539 -31%
CBFP
1418
Cedar Brook Financial Partners
Ohio
$370K -$8.42K -182 -2%
JHP
1419
James Hambro & Partners
United Kingdom
$370K
TIA
1420
Traphagen Investment Advisors
New Jersey
$369K -$13.6K -293 -4%
FCFC
1421
First Citizens Financial Corp
Iowa
$369K -$10.4K -225 -3%
PP
1422
PrairieView Partners
Minnesota
$368K
CI
1423
CX Institutional
Indiana
$368K +$11.6K +251 +3%
LA
1424
LVW Advisors
New York
$368K +$51.1K +1,105 +16%
Financial Engines Advisors
1425
Financial Engines Advisors
California
$368K +$367K +7,934 New

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.