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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
CCG
1651
Ceeto Capital Group
Florida
$226K
HC
1652
Hourglass Capital
Texas
$226K +$223K +5,000 New
MJP
1653
Michael J. Puzo
$226K +$223K +5,000 New
Flossbach Von Storch
1654
Flossbach Von Storch
Germany
$225K +$222K +4,970 New
OA
1655
Oxbow Advisors
Texas
$225K +$222K +4,978 New
WWM
1656
Wolff Wiese Magana
California
$223K +$31.9K +714 +17%
CWM
1657
Chesapeake Wealth Management
Virginia
$223K +$220K +4,928 New
FA
1658
Fagan Associates
New York
$223K +$381K +8,541 New
TFA
1659
Tranquilli Financial Advisor
New Jersey
$222K +$218K +4,892 New
HFS
1660
Hantz Financial Services
Michigan
$221K -$4.93M -110,480 -96%
ET
1661
Equitable Trust
Tennessee
$221K -$22.3K -500 -9%
5L
1662
55I LLC
Massachusetts
$221K +$218K +4,879 New
WA
1663
WESPAC Advisors
California
$221K +$218K +4,879 New
WPC
1664
Waters Parkerson & Co
Louisiana
$221K +$218K +4,883 New
LWM
1665
Lyell Wealth Management
California
$221K +$218K +4,891 New
MIC
1666
Means Investment Company
Maine
$219K +$216K +4,837 New
PCIA
1667
Prime Capital Investment Advisors
Kansas
$219K +$216K +4,844 New
UBV
1668
United Bank (Virginia)
Virginia
$218K -$62.5K -1,400 -23%
GSWM
1669
Golden State Wealth Management
California
$218K +$215K +4,820 New
WOC
1670
West Oak Capital
California
$217K
PCMC
1671
Private Capital Management (Colorado)
Colorado
$216K +$213K +4,779 New
FAG
1672
Financial Advisory Group
Texas
$215K +$212K +4,742 New
BCA
1673
Biltmore Capital Advisors
New Jersey
$215K +$212K +4,749 New
SSWM
1674
Smith Salley Wealth Management
North Carolina
$215K +$212K +4,756 New
ARC
1675
Advisor Resource Council
Texas
$214K +$211K +4,717 New

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.