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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
JLBC
1551
J.L. Bainbridge & Co
Florida
$267K -$98.5K -2,128 -27%
BHWM
1552
Bar Harbor Wealth Management
New Hampshire
$265K -$1.16K -25 -0.4%
SA
1553
Strategic Advisors
New York
$264K -$46.3K -1,000 -15%
PP
1554
Patten & Patten
Tennessee
$264K -$27.4K -593 -9%
IWP
1555
Icon Wealth Partners
Texas
$263K -$107K -2,322 -29%
KF
1556
Krilogy Financial
Missouri
$262K +$261K +5,640 New
EWA
1557
Exencial Wealth Advisors
Oklahoma
$261K -$78.7K -1,701 -23%
FHC
1558
First Heartland Consultants
Missouri
$260K -$5.97K -129 -2%
WCG
1559
Weaver Consulting Group
California
$259K -$17.4K -375 -6%
SWA
1560
Sutton Wealth Advisors
Florida
$259K -$46 -1 -0%
SF
1561
Summit Financial
New Jersey
$258K +$257K +5,555 New
HKIM
1562
Hayek Kallen Investment Management
Alabama
$257K -$53.4K -1,153 -17%
CG
1563
CFO4Life Group
Texas
$257K -$6.71K -145 -3%
WPP
1564
Whalerock Point Partners
Rhode Island
$257K +$41.7K +900 +19%
HFM
1565
Harvest Fund Management
China
$256K -$101K -2,180 -28%
MS
1566
Maven Securities
Jersey
$256K +$256K +5,526 New
MJRIC
1567
Mogy Joel R Investment Counsel
California
$255K
SOAMC
1568
Spirit of America Management Corp
New York
$255K
JFA
1569
Johanson Financial Advisors
California
$255K +$1.16K +25 +0.5%
WP
1570
WMS Partners
Maryland
$255K +$254K +5,490 New
HFA
1571
HC Financial Advisors
California
$254K -$1.53K -33 -0.6%
PCH
1572
PGIM Custom Harvest
New Jersey
$254K +$787 +17 +0.3%
NFC
1573
Northeast Financial Consultants
Connecticut
$253K -$11.6K -250 -4%
CCP
1574
Clarkston Capital Partners
Michigan
$252K -$37K -800 -13%
NSB
1575
Norway Savings Bank
Maine
$252K -$9.3K -201 -4%

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.