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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
ICM
1476
Islay Capital Management
Texas
$340K
PL
1477
Plancorp LLC
Missouri
$338K -$4.29K -96 -1%
UFA
1478
US Financial Advisors
Massachusetts
$338K -$982 -22 -0.3%
STA
1479
Summit Trail Advisors
New York
$336K +$18.1K +406 +6%
NJBEST
1480
New Jersey Better Educational Savings Trust
New Jersey
$335K
WW
1481
Westshore Wealth
California
$335K
EA
1482
Eclectic Associates
California
$333K +$38.5K +863 +13%
EWA
1483
Exencial Wealth Advisors
Oklahoma
$332K +$327K +7,322 New
LWM
1484
Laidlaw Wealth Management
New York
$332K +$327K +7,326 New
BL
1485
Balentine LLC
Georgia
$330K +$326K +7,297 New
JF
1486
Jump Financial
Illinois
$328K -$2.27M -50,765 -88%
WCM
1487
Windsor Capital Management
Arizona
$327K -$34.8K -779 -10%
CAGAS
1488
Capital Advisory Group Advisory Services
Minnesota
$327K -$7.01K -157 -2%
GAM
1489
Gould Asset Management
California
$327K
CCC
1490
Chelsea Counsel Company
California
$326K
CGH
1491
CMG Global Holdings
Texas
$325K -$33.5K -750 -9%
BFG
1492
Bouchey Financial Group
New York
$325K
MSFS
1493
Main Street Financial Solutions
Pennsylvania
$325K +$7.99K +179 +3%
NL
1494
NWAM LLC
Washington
$325K +$67K +1,501 +26%
SFO
1495
Standard Family Office
South Dakota
$325K +$97K +2,173 +43%
CPA
1496
Clear Perspective Advisors
Illinois
$324K -$182K -4,070 -36%
SMA
1497
Sage Mountain Advisors
Georgia
$324K +$319K +7,150 New
FHA
1498
Flagship Harbor Advisors
Massachusetts
$323K -$221K -4,958 -41%
EWA
1499
ERTS Wealth Advisors
Michigan
$323K +$27.2K +609 +9%
TNBTD
1500
Trustmark National Bank Trust Department
Mississippi
$322K -$19.6K -440 -6%

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.