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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
CA
1426
Cornerstone Advisory
Maryland
$372K +$89 +2 +0%
EAM
1427
Evanson Asset Management
California
$370K -$494K -11,073 -58%
PWM
1428
PBMares Wealth Management
Virginia
$370K -$7.95K -178 -2%
JCM
1429
Janney Capital Management
Pennsylvania
$370K -$6.79K -152 -2%
FCFC
1430
First Citizens Financial Corp
Iowa
$370K
HGWM
1431
Horst & Graben Wealth Management
Oregon
$369K +$357 +8 +0.1%
CBFP
1432
Cedar Brook Financial Partners
Ohio
$369K +$94.5K +2,117 +35%
MMA
1433
Miracle Mile Advisors
California
$368K -$51.4K -1,150 -12%
BTW
1434
Boston Trust Walden
Massachusetts
$367K
CAM
1435
Cidel Asset Management
Ontario, Canada
$367K
ER
1436
Enlightenment Research
Florida
$367K +$362K +8,100 New
CIC
1437
Crawford Investment Counsel
Georgia
$366K -$56.9K -1,275 -14%
MMG
1438
Monetary Management Group
Missouri
$365K
SNBOSD
1439
Security National Bank of So Dak
Iowa
$365K +$112K +2,519 +46%
WCM
1440
Washington Capital Management
Washington
$362K
IWP
1441
Icon Wealth Partners
Texas
$362K +$93.9K +2,102 +36%
JHP
1442
James Hambro & Partners
United Kingdom
$361K -$14.2K -318 -4%
BCCM
1443
Bridge Creek Capital Management
Massachusetts
$360K -$79.3K -1,775 -18%
PP
1444
PrairieView Partners
Minnesota
$359K +$10.9K +244 +3%
AP
1445
Americana Partners
Texas
$359K +$354K +7,927 New
PCG
1446
Private Capital Group
Connecticut
$357K -$43.8K -980 -11%
JLBC
1447
J.L. Bainbridge & Co
Florida
$357K -$14.5K -324 -4%
AF
1448
Arrow Financial
New York
$357K
CCM
1449
Chiron Capital Management
Florida
$357K +$67K +1,500 +24%
SVWAG
1450
Sound View Wealth Advisors Group
Georgia
$356K -$45.2K -1,013 -11%

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.