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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
WCM
1501
Wallace Capital Management
Texas
$322K
SAS
1502
Sanford Advisory Services
Michigan
$321K
LC
1503
Lincoln Capital
Nebraska
$321K +$317K +7,091 New
ATPW
1504
Ashton Thomas Private Wealth
Arizona
$321K +$3.26K +73 +1%
CWP
1505
Concord Wealth Partners
Virginia
$319K -$74K -1,657 -19%
LKIM
1506
Lawson Kroeker Investment Management
Nebraska
$319K
SS
1507
Simplicity Solutions
Minnesota
$319K +$314K +7,042 New
FIM
1508
Fruth Investment Management
Texas
$318K -$8.93K -200 -3%
FRA
1509
Front Row Advisors
California
$318K +$19.6K +440 +7%
JI
1510
Jeereddi Investments
California
$317K -$134K -2,994 -30%
BWM
1511
BigSur Wealth Management
Florida
$317K -$89.3K -2,000 -22%
ACM
1512
Adalta Capital Management
New York
$317K -$13.4K -300 -4%
BAIA
1513
Bel Air Investment Advisors
California
$316K +$40.2K +900 +15%
WCM
1514
Wedge Capital Management
North Carolina
$315K -$44.8K -1,004 -13%
JWBC
1515
John W. Brooker & Co
California
$313K
HAS
1516
HBW Advisory Services
California
$312K +$24.6K +550 +9%
GD
1517
Grandfield & Dodd
New York
$310K -$8.93K -200 -3%
TTWM
1518
TCV Trust & Wealth Management
Virginia
$310K +$8.93K +200 +3%
WAP
1519
Wealthcare Advisory Partners
Pennsylvania
$309K -$83.3K -1,866 -21%
VST
1520
Van Strum & Towne
California
$309K
ITIM
1521
Indiana Trust & Investment Management
Indiana
$309K +$85.4K +1,913 +23%
LB
1522
Legacy Bridge
Iowa
$309K +$89.3K +2,000 +42%
LA
1523
LVW Advisors
New York
$309K +$304K +6,818 New
FNBTCON
1524
First National Bank & Trust Co of Newtown
Pennsylvania
$307K -$31.5K -706 -9%
VWA
1525
V Wealth Advisors
Kansas
$307K +$301K +6,735 New

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.