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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
ACM
1476
Adalta Capital Management
New York
$325K
JI
1477
Jeereddi Investments
California
$325K
CA
1478
Calton & Associates
Florida
$325K +$16.3K +352 +5%
FHA
1479
Flagship Harbor Advisors
Massachusetts
$323K
MSAM
1480
Moloney Securities Asset Management
Missouri
$323K +$14.1K +304 +5%
SSB
1481
Sandy Spring Bank
Maryland
$323K +$31.7K +685 +11%
PWM
1482
PBMares Wealth Management
Virginia
$322K -$57.3K -1,238 -15%
MSFS
1483
Main Street Financial Solutions
Pennsylvania
$321K -$12.2K -264 -4%
UWPG
1484
Ullmann Wealth Partners Group
Florida
$321K +$45.7K +988 +17%
PAMG
1485
Patton Albertson Miller Group
Tennessee
$321K +$320K +6,914 New
GD
1486
Grandfield & Dodd
New York
$320K
JWBC
1487
John W. Brooker & Co
California
$320K
FRA
1488
Front Row Advisors
California
$320K +$7.27K +157 +2%
PGIM
1489
Pacific Global Investment Management
California
$320K +$24.9K +539 +8%
TF
1490
Tompkins Financial
New York
$318K +$318K +6,864 New
HIMC
1491
Heritage Investors Management Corp
Maryland
$317K -$93.3K -2,015 -23%
VST
1492
Van Strum & Towne
California
$317K
LB
1493
Legacy Bridge
Iowa
$316K
BFWA
1494
Benchmark Financial Wealth Advisors
Florida
$316K +$4.63K +100 +1%
TTWM
1495
TCV Trust & Wealth Management
Virginia
$315K -$6.94K -150 -2%
CGH
1496
CMG Global Holdings
Texas
$314K -$18.4K -397 -6%
EWA
1497
ERTS Wealth Advisors
Michigan
$314K -$15.9K -343 -5%
PCA
1498
Pallas Capital Advisors
Massachusetts
$314K +$279K +6,031 New
SWM
1499
Stockman Wealth Management
Montana
$313K +$5.04K +109 +2%
PP
1500
Prudential plc
United Kingdom
$312K -$22.9M -495,241 -99%

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.