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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
PGIM
1551
Pacific Global Investment Management
California
$288K -$44K -986 -13%
KNW
1552
Kesler Norman & Wride
Utah
$287K -$103K -2,307 -27%
VA
1553
Valmark Advisers
Ohio
$287K -$3.17K -71 -1%
TCWA
1554
Ten Capital Wealth Advisors
Washington
$287K
TC
1555
Telemus Capital
Michigan
$286K -$237K -5,298 -46%
PP
1556
Patten & Patten
Tennessee
$285K -$63K -1,411 -18%
DAC
1557
Dividend Assets Capital
South Carolina
$284K
SSB
1558
Sandy Spring Bank
Maryland
$283K -$5.85K -131 -2%
AWM
1559
Altavista Wealth Management
North Carolina
$282K -$22.3K -500 -7%
CCP
1560
Clarkston Capital Partners
Michigan
$282K -$12.9K -290 -4%
TCM
1561
Traynor Capital Management
Pennsylvania
$282K +$46.1K +1,032 +20%
BWM
1562
BNC Wealth Management
Oregon
$281K
RCG
1563
Rock Creek Group
District of Columbia
$281K +$39.1K +875 +16%
LRPA
1564
L. Roy Papp & Associates
Arizona
$281K +$277K +6,198 New
CAM
1565
Campion Asset Management
Virginia
$280K
ANB
1566
Amarillo National Bank
Texas
$280K +$276K +6,179 New
GEA
1567
Glen Eagle Advisors
New Jersey
$279K +$118K +2,651 +75%
BS
1568
Banco Santander
Spain
$278K -$1.32M -29,628 -83%
FA
1569
Faithward Advisors
Pennsylvania
$278K +$3.57K +80 +1%
PWA
1570
Phoenix Wealth Advisors
North Carolina
$277K
CCG
1571
Cypress Capital Group
Florida
$276K -$3.75K -84 -1%
VDI
1572
Vaughan David Investments
Illinois
$275K -$117K -2,630 -30%
ODCM
1573
Old Dominion Capital Management
Virginia
$275K
BFG
1574
Berger Financial Group
Minnesota
$275K +$491 +11 +0.2%
CCIA
1575
Cherry Creek Investment Advisors
Colorado
$275K +$271K +6,069 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.