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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
TSS
1526
Two Sigma Securities
New York
$287K -$1.02M -22,080 -78%
GEA
1527
Glen Eagle Advisors
New Jersey
$286K
BS
1528
Banco Santander
Spain
$285K
WCM
1529
Windsor Capital Management
Arizona
$284K -$51K -1,102 -15%
CAM
1530
Campion Asset Management
Virginia
$283K -$4.17K -90 -1%
MWM
1531
Modera Wealth Management
New Jersey
$283K +$76.4K +1,651 +37%
VA
1532
Valmark Advisers
Ohio
$282K -$12.3K -266 -4%
ODCM
1533
Old Dominion Capital Management
Virginia
$282K
CCIA
1534
Cherry Creek Investment Advisors
Colorado
$282K +$833 +18 +0.3%
ACA
1535
Aptus Capital Advisors
Alabama
$281K -$14.3K -310 -5%
BFG
1536
Berger Financial Group
Minnesota
$280K -$1.8K -39 -0.6%
PNC
1537
Park National Corp
Ohio
$279K
IBOK
1538
Independence Bank of Kentucky
Kentucky
$278K -$22.2K -480 -7%
CCG
1539
Cypress Capital Group
Florida
$278K -$4.95K -107 -2%
DA
1540
Detalus Advisors
Missouri
$276K
FA
1541
Faithward Advisors
Pennsylvania
$275K -$9.95K -215 -3%
HCM
1542
Hollencrest Capital Management
California
$272K -$185K -4,000 -41%
LFASL
1543
Lugano Financial Advisors SA (LFA)
Switzerland
$272K +$271K +5,852 New
VBFP
1544
Valtinson Bruner Financial Planning
Minnesota
$270K +$417 +9 +0.2%
MAM
1545
Martingale Asset Management
Massachusetts
$270K +$269K +5,803 New
MFW
1546
Mosaic Family Wealth
Missouri
$269K +$139 +3 +0.1%
FPCG
1547
Fort Pitt Capital Group
Pennsylvania
$268K -$416K -8,979 -61%
TCM
1548
Traynor Capital Management
Pennsylvania
$268K -$22.5K -486 -8%
GSWM
1549
Golden State Wealth Management
California
$268K +$44.5K +961 +20%
HPC
1550
Hobart Private Capital
North Carolina
$268K -$1.48K -32 -0.6%

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.