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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
5L
1626
55I LLC
Massachusetts
$228K +$1.53K +33 +0.7%
CTI
1627
Community Trust & Investment
Kentucky
$228K +$13.9K +300 +6%
LB
1628
Leo Brokerage
Texas
$228K +$228K +4,918 New
WSFS
1629
Wilmington Savings Fund Society
Delaware
$227K -$13.9K -300 -6%
VFP
1630
Verus Financial Partners
Virginia
$226K -$555 -12 -0.3%
MIC
1631
Means Investment Company
Maine
$225K +$648 +14 +0.3%
UBV
1632
United Bank (Virginia)
Virginia
$224K
WOC
1633
West Oak Capital
California
$223K
HFS
1634
Hantz Financial Services
Michigan
$221K -$5.18K -112 -2%
MVP
1635
Miller Value Partners
Florida
$220K -$137K -2,950 -38%
BCA
1636
Biltmore Capital Advisors
New Jersey
$220K -$787 -17 -0.4%
FAG
1637
Financial Advisory Group
Texas
$220K
AIM
1638
Acropolis Investment Management
Missouri
$219K -$12.2K -264 -5%
PAM
1639
Premier Asset Management
Illinois
$218K
DA
1640
DSC Advisors
Illinois
$218K +$217K +4,692 New
WWM
1641
Wolff Wiese Magana
California
$217K -$11.6K -250 -5%
W
1642
Wealthquest
Ohio
$217K
HWMG
1643
Hurlow Wealth Management Group
Indiana
$216K
SAMT
1644
Select Asset Management & Trust
Pennsylvania
$216K
MCM
1645
Marathon Capital Management
Maryland
$216K +$214K +4,634 New
LG
1646
Leuthold Group
Minnesota
$216K +$215K +4,645 New
RIM
1647
Rockbridge Investment Management
New York
$215K +$3.79K +82 +2%
AWM
1648
Altavista Wealth Management
North Carolina
$214K -$74.1K -1,600 -26%
LW
1649
Linscomb Wealth
Texas
$214K -$60.5K -1,308 -22%
CCA
1650
Catalyst Capital Advisors
New York
$214K

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.