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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
DWM
1576
Destination Wealth Management
California
$274K +$270K +6,040 New
WG
1577
Welch Group
Alabama
$273K +$8.93K +200 +3%
PNC
1578
Park National Corp
Ohio
$272K -$4.64K -104 -2%
WCG
1579
Weaver Consulting Group
California
$270K -$62.6K -1,403 -19%
DA
1580
Detalus Advisors
Missouri
$269K
UWPG
1581
Ullmann Wealth Partners Group
Florida
$269K
II
1582
Ibex Investors
Colorado
$268K
LW
1583
Linscomb Wealth
Texas
$268K +$13.4K +300 +5%
SNBOSCI
1584
Security National Bank of Sioux City Iowa
Iowa
$267K -$80.3K -1,799 -23%
LFA
1585
Legacy Financial Advisors
Kentucky
$267K +$12.9K +289 +5%
SHGA
1586
Sand Hill Global Advisors
California
$263K +$6.65K +149 +3%
HPC
1587
Hobart Private Capital
North Carolina
$263K -$1.29K -29 -0.5%
MFW
1588
Mosaic Family Wealth
Missouri
$262K -$24.3K -544 -9%
RIM
1589
Redwood Investment Management
Arizona
$262K +$258K +5,785 New
BHWM
1590
Bar Harbor Wealth Management
New Hampshire
$260K -$4.06K -91 -2%
WIA
1591
World Investment Advisors
California
$259K -$70.8K -1,586 -22%
FHC
1592
First Heartland Consultants
Missouri
$259K +$8.44K +189 +3%
NFC
1593
Northeast Financial Consultants
Connecticut
$258K
CG
1594
CFO4Life Group
Texas
$258K +$18.8K +420 +8%
WJA
1595
Willis Johnson & Associates
Texas
$256K
AUB
1596
Atlantic Union Bankshares
Virginia
$255K -$11.9K -267 -5%
NSB
1597
Norway Savings Bank
Maine
$255K
MIM
1598
MTM Investment Management
South Carolina
$254K -$1.21K -27 -0.5%
MC
1599
Machina Capital
France
$254K +$250K +5,600 New
SWA
1600
Sutton Wealth Advisors
Florida
$253K +$1.43K +32 +0.6%

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.