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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
TA
1526
Tectonic Advisors
Texas
$306K +$39K +873 +15%
BFWA
1527
Benchmark Financial Wealth Advisors
Florida
$304K -$7.37K -165 -2%
SXL
1528
Summit X LLC
Missouri
$304K -$5.54K -124 -2%
EWM
1529
Empirical Wealth Management
Washington
$304K +$299K +6,707 New
AWA
1530
Arete Wealth Advisors
Illinois
$303K -$173K -3,875 -29%
SA
1531
Strategic Advisors
New York
$303K -$44.7K -1,000 -13%
HKIM
1532
Hayek Kallen Investment Management
Alabama
$303K
CA
1533
Calton & Associates
Florida
$302K -$77.2K -1,728 -21%
MSAM
1534
Moloney Securities Asset Management
Missouri
$302K -$40.4K -905 -12%
PB
1535
Pinnacle Bancorp
Nebraska
$302K -$9.96K -223 -3%
LCS
1536
Levin Capital Strategies
New York
$302K
KFP
1537
KMG Fiduciary Partners
Ohio
$302K +$51.3K +1,148 +21%
SWM
1538
Stockman Wealth Management
Montana
$301K -$29K -650 -9%
SIG
1539
Sky Investment Group
Connecticut
$301K -$4.46K -100 -1%
TFF
1540
The Family Firm
Maryland
$299K -$7.9K -177 -3%
SAM
1541
Security Asset Management
New York
$299K
WAS
1542
Wealth Advisory Solutions
Indiana
$295K -$2.29M -51,242 -89%
TWP
1543
Tempus Wealth Planning
California
$295K
IBOK
1544
Independence Bank of Kentucky
Kentucky
$293K -$62.5K -1,400 -18%
CFG
1545
CKW Financial Group
Hawaii
$293K
VCAM
1546
Van Cleef Asset Management
Ohio
$293K
PWMG
1547
Prestige Wealth Management Group
New Jersey
$291K +$102K +2,288 +55%
BAM
1548
Brave Asset Management
New Jersey
$290K -$61.9K -1,386 -18%
ACA
1549
Aptus Capital Advisors
Alabama
$289K +$3.21K +72 +1%
CFO
1550
CVA Family Office
Colorado
$289K +$56.9K +1,275 +25%

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.