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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
AB
1576
Atlas Brown
Kentucky
$252K
JFGIW
1577
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K
RW
1578
REDW Wealth
New Mexico
$252K
TYCC
1579
Texas Yale Capital Corp
Florida
$252K
CWP
1580
Curated Wealth Partners
California
$252K +$1.53K +33 +0.6%
PC
1581
Pecaut & Co
Iowa
$251K
SGI
1582
Summit Global Investments
Utah
$251K +$2.04K +44 +0.8%
IIC
1583
Integrated Investment Consultants
Michigan
$251K +$38.2K +825 +18%
HBT
1584
Hills Bank & Trust
Iowa
$251K +$119K +2,576 +91%
WIA
1585
World Investment Advisors
California
$250K -$18.6K -402 -7%
SIC
1586
Samalin Investment Counsel
New York
$250K +$741 +16 +0.3%
BWA
1587
Bordeaux Wealth Advisors
California
$250K +$35.2K +760 +16%
OWA
1588
Octavia Wealth Advisors
Ohio
$250K +$248K +5,357 New
SICM
1589
Sustainable Insight Capital Management
New York
$248K +$8.56K +185 +4%
PSIWM
1590
Paradigm Strategies in Wealth Management
Minnesota
$248K +$219K +4,727 +780%
MPCG
1591
Matrix Private Capital Group
New York
$247K +$2.27K +49 +0.9%
CC
1592
Constitution Capital
Connecticut
$246K
PCMC
1593
Private Capital Management (Colorado)
Colorado
$245K +$22.6K +489 +10%
GCIA
1594
Gabelli & Co Investment Advisers
New York
$244K +$3.47K +75 +1%
LFF
1595
Level Four Financial
Texas
$244K +$244K +5,263 New
HAS
1596
HBW Advisory Services
California
$243K -$76.6K -1,656 -24%
GC
1597
Gratus Capital
Georgia
$243K
AMC
1598
Asset Management Corp
Illinois
$243K +$3.01K +65 +1%
MC
1599
Middleton & Co
Massachusetts
$242K -$118K -2,546 -33%
CT
1600
Coastline Trust
Rhode Island
$242K

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.