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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
HR
1626
Hardy Reed
Mississippi
$241K -$59.7K -1,337 -20%
CCG
1627
Capital CS Group
California
$241K +$238K +5,322 New
CC
1628
Constitution Capital
Connecticut
$240K
MPCG
1629
Matrix Private Capital Group
New York
$238K -$9.38K -210 -4%
PAMP
1630
Polar Asset Management Partners
Ontario, Canada
$238K +$235K +5,260 New
GC
1631
Gratus Capital
Georgia
$237K -$35.7K -799 -13%
MCM
1632
Monument Capital Management
Virginia
$237K +$233K +5,224 New
CT
1633
Coastline Trust
Rhode Island
$236K
GSBTD
1634
Glenview State Bank Trust Department
Illinois
$236K
MAM
1635
Madison Asset Management
Wisconsin
$236K +$233K +5,218 New
1IA
1636
1834 Investment Advisors
Wisconsin
$235K -$47.6K -1,065 -17%
WSFS
1637
Wilmington Savings Fund Society
Delaware
$235K -$39.1K -875 -14%
GCIA
1638
Gabelli & Co Investment Advisers
New York
$235K -$31.3K -700 -12%
SICM
1639
Sustainable Insight Capital Management
New York
$234K -$46.6K -1,043 -17%
AMC
1640
Asset Management Corp
Illinois
$234K -$18K -402 -7%
NFG
1641
Nations Financial Group
Iowa
$234K +$231K +5,169 New
NDSI
1642
Newman Dignan & Sheerar Inc
Rhode Island
$233K
TWA
1643
TPB Wealth Advisors
Texas
$232K +$228K +5,114 New
CFA
1644
Capstone Financial Advisors
Illinois
$232K +$229K +5,125 New
EWA
1645
Evolution Wealth Advisors
Florida
$231K +$214K +4,800 +1,558%
BCM
1646
Buckhead Capital Management
Georgia
$231K +$228K +5,099 New
BWA
1647
Burt Wealth Advisors
Maryland
$230K +$226K +5,070 New
AIM
1648
Acropolis Investment Management
Missouri
$229K -$38.4K -859 -15%
DFCM
1649
Dark Forest Capital Management
Puerto Rico
$229K +$226K +5,053 New
FCA
1650
FinTrust Capital Advisors
South Carolina
$228K +$40.1K +899 +22%

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.