We are live on ! Find out more
WFC icon

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
UFA
1451
US Financial Advisors
Massachusetts
$346K
SVWAG
1452
Sound View Wealth Advisors Group
Georgia
$345K -$19.9K -429 -5%
MRCM
1453
M&R Capital Management
New Jersey
$345K -$4.58K -99 -1%
WAP
1454
Wealthcare Advisory Partners
Pennsylvania
$344K +$27.9K +602 +9%
VC
1455
Vicus Capital
Pennsylvania
$343K -$6.57K -142 -2%
NJBEST
1456
New Jersey Better Educational Savings Trust
New Jersey
$343K
PIA
1457
Perennial Investment Advisors
California
$341K -$13.7K -296 -4%
CCWA
1458
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$337K -$55.3K -1,194 -14%
AWA
1459
Acorn Wealth Advisors
Michigan
$337K -$46.2K -999 -12%
BFG
1460
Bouchey Financial Group
New York
$334K
CCC
1461
Chelsea Counsel Company
California
$334K
HI
1462
HBK Investments
Texas
$333K -$4.51M -97,407 -93%
CPA
1463
Clear Perspective Advisors
Illinois
$332K
TFF
1464
The Family Firm
Maryland
$332K +$185 +4 +0.1%
WCM
1465
Wallace Capital Management
Texas
$330K
LC
1466
Lincoln Capital
Nebraska
$329K
SAS
1467
Sanford Advisory Services
Michigan
$329K
ATPW
1468
Ashton Thomas Private Wealth
Arizona
$328K
AWA
1469
Arete Wealth Advisors
Illinois
$328K -$81.7K -1,766 -18%
VWA
1470
Visionary Wealth Advisors
Illinois
$326K -$58.4K -1,262 -15%
TNBTD
1471
Trustmark National Bank Trust Department
Mississippi
$326K -$4.54K -98 -1%
FIM
1472
Fruth Investment Management
Texas
$326K
LKIM
1473
Lawson Kroeker Investment Management
Nebraska
$326K
ZB
1474
Zions Bancorporation
Utah
$326K +$70.8K +1,530 +28%
BIP
1475
Blueprint Investment Partners
North Carolina
$326K +$325K +7,016 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.