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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
BCA
1601
Berman Capital Advisors
Georgia
$252K +$108K +2,425 +77%
ATFA
1602
All Terrain Financial Advisors
Minnesota
$251K
WI
1603
Wintrust Investments
Illinois
$251K +$248K +5,545 New
HFA
1604
HC Financial Advisors
California
$250K -$61.5K -1,378 -20%
CS
1605
Comerica Securities
Michigan
$249K -$41.3K -924 -14%
MJRIC
1606
Mogy Joel R Investment Counsel
California
$249K
SOAMC
1607
Spirit of America Management Corp
New York
$249K +$246K +5,500 New
BBNB
1608
Baker Boyer National Bank
Washington
$249K +$284K +6,354 New
ZB
1609
Zions Bancorporation
Utah
$248K -$48.5K -1,087 -17%
PCH
1610
PGIM Custom Harvest
New Jersey
$247K +$2.5K +56 +1%
TYCC
1611
Texas Yale Capital Corp
Florida
$246K -$44.7K -1,000 -16%
JFA
1612
Johanson Financial Advisors
California
$246K -$2.63K -59 -1%
AB
1613
Atlas Brown
Kentucky
$246K
RW
1614
REDW Wealth
New Mexico
$246K
JFGIW
1615
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$246K +$179K +4,000 +280%
BFO
1616
Boston Family Office
Massachusetts
$245K
KWM
1617
Keebeck Wealth Management
Illinois
$245K
WWMSC
1618
Wagner Wealth Management (South Carolina)
South Carolina
$245K +$75K +1,680 +45%
PC
1619
Pecaut & Co
Iowa
$245K +$241K +5,400 New
CWP
1620
Curated Wealth Partners
California
$245K +$241K +5,407 New
SIC
1621
Samalin Investment Counsel
New York
$243K -$93.9K -2,102 -28%
SGI
1622
Summit Global Investments
Utah
$243K -$4.46K -100 -2%
CFA
1623
Cahill Financial Advisors
Minnesota
$243K +$240K +5,372 New
BONST
1624
Bank of Nova Scotia Trust
Ontario, Canada
$242K -$6.25K -140 -3%
VBFP
1625
Valtinson Bruner Financial Planning
Minnesota
$242K +$179 +4 +0.1%

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.