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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
TWA
1601
TPB Wealth Advisors
Texas
$242K +$4.3K +93 +2%
ACM
1602
Alta Capital Management
Utah
$241K -$387K -8,361 -62%
CAAS
1603
Capital Asset Advisory Services
Michigan
$241K -$157K -3,382 -39%
NFG
1604
Nations Financial Group
Iowa
$241K +$602 +13 +0.3%
CWP
1605
Concord Wealth Partners
Virginia
$239K -$87.4K -1,888 -27%
BFO
1606
Boston Family Office
Massachusetts
$239K -$12K -260 -5%
NDSI
1607
Newman Dignan & Sheerar Inc
Rhode Island
$239K
BCM
1608
Buckhead Capital Management
Georgia
$237K
TH
1609
TCTC Holdings
Texas
$237K +$194K +4,193 +453%
BCM
1610
Bourgeon Capital Management
Connecticut
$237K +$236K +5,108 New
BONST
1611
Bank of Nova Scotia Trust
Ontario, Canada
$236K -$11.6K -250 -5%
FIA
1612
Foundations Investment Advisors
Arizona
$236K +$227K +4,913 New
VWA
1613
V Wealth Advisors
Kansas
$235K -$77.4K -1,673 -25%
BWA
1614
Burt Wealth Advisors
Maryland
$235K
AUB
1615
Atlantic Union Bankshares
Virginia
$232K -$29.9K -647 -11%
CCG
1616
Ceeto Capital Group
Florida
$232K
MJP
1617
Michael J. Puzo
$232K
SL
1618
Salomon & Ludwin
Virginia
$232K +$26.8K +579 +13%
Flossbach Von Storch
1619
Flossbach Von Storch
Germany
$231K
VDI
1620
Vaughan David Investments
Illinois
$230K -$50.9K -1,100 -18%
TFA
1621
Tranquilli Financial Advisor
New Jersey
$230K +$3.24K +70 +1%
WWMSC
1622
Wagner Wealth Management (South Carolina)
South Carolina
$229K -$43.2K -933 -17%
HR
1623
Hardy Reed
Mississippi
$229K -$18.3K -395 -7%
CWM
1624
Chesapeake Wealth Management
Virginia
$229K
SSWM
1625
Smith Salley Wealth Management
North Carolina
$229K +$8.38K +181 +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.