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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
LCS
1501
Levin Capital Strategies
New York
$310K
SXL
1502
Summit X LLC
Missouri
$309K +$2.87K +62 +0.9%
ACM
1503
Avalon Capital Management
California
$309K +$308K +6,660 New
WCM
1504
Wedge Capital Management
North Carolina
$308K -$14K -303 -4%
TA
1505
Tiedemann Advisors
New York
$307K -$193K -4,171 -39%
LFA
1506
Legacy Financial Advisors
Kentucky
$307K +$32.9K +710 +12%
WC
1507
Westhampton Capital
North Carolina
$306K -$58.3K -1,260 -16%
SAM
1508
Security Asset Management
New York
$306K
ANB
1509
Amarillo National Bank
Texas
$306K +$19.4K +420 +7%
FB
1510
First Bancorp
Maine
$306K +$305K +6,581 New
CS
1511
Comerica Securities
Michigan
$305K +$49.6K +1,071 +19%
SRSA
1512
S.R. Schill & Associates
Washington
$303K -$149K -3,228 -33%
CFG
1513
CKW Financial Group
Hawaii
$303K
TWP
1514
Tempus Wealth Planning
California
$301K -$1.94K -42 -0.6%
PWA
1515
Phoenix Wealth Advisors
North Carolina
$295K
KNW
1516
Kesler Norman & Wride
Utah
$295K +$5K +108 +2%
TCWA
1517
Ten Capital Wealth Advisors
Washington
$294K
DAC
1518
Dividend Assets Capital
South Carolina
$291K
SIG
1519
Sky Investment Group
Connecticut
$289K -$19.3K -417 -6%
VCAM
1520
Van Cleef Asset Management
Ohio
$289K -$11.6K -250 -4%
GSEP
1521
Golden State Equity Partners
California
$288K -$537K -11,611 -65%
CAGAS
1522
Capital Advisory Group Advisory Services
Minnesota
$288K -$47.4K -1,025 -14%
KFP
1523
KMG Fiduciary Partners
Ohio
$288K -$21.4K -463 -7%
BWM
1524
BNC Wealth Management
Oregon
$288K +$93 +2 +0%
LRPA
1525
L. Roy Papp & Associates
Arizona
$288K +$370 +8 +0.1%

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.