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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
EIG
1651
Ellenbecker Investment Group
Wisconsin
$214K +$879 +19 +0.4%
FA
1652
Fermata Advisors
California
$214K +$4.26K +92 +2%
WAS
1653
Wealth Advisory Solutions
Indiana
$213K -$89.4K -1,931 -30%
FPIS
1654
Financial Planning & Information Services
Wisconsin
$213K +$212K +4,590 New
BMWM
1655
Brown Miller Wealth Management
Virginia
$212K +$212K +4,574 New
LJHT
1656
Laurie J. Hall Trustee
$211K
SCM
1657
Silvant Capital Management
Georgia
$210K
MPWT
1658
MassMutual Private Wealth & Trust
Connecticut
$207K +$92.5K +1,998 +81%
LWM
1659
Laidlaw Wealth Management
New York
$206K -$133K -2,884 -39%
WAAG
1660
Wealth Alliance Advisory Group
Kansas
$206K
TFCP
1661
Twin Focus Capital Partners
Massachusetts
$206K +$206K +4,441 New
CAC
1662
Cowen and Company
New York
$205K -$854K -18,444 -81%
GAM
1663
Gould Asset Management
California
$205K -$130K -2,804 -39%
IWN
1664
Independent Wealth Network
Iowa
$205K +$182K +3,940 New
CCFCSB
1665
Cape Cod Five Cents Savings Bank
Massachusetts
$205K +$205K +4,425 New
BAM
1666
Brave Asset Management
New Jersey
$204K -$92.6K -2,000 -31%
AIM
1667
Arcadia Investment Management
Michigan
$204K
BWP
1668
Bernardo Wealth Planning
Pennsylvania
$203K +$202K +4,375 New
RA
1669
Riversedge Advisors
Delaware
$203K +$202K +4,375 New
FDS
1670
First Dallas Securities
Texas
$202K -$1.01M -21,806 -83%
ET
1671
Equitable Trust
Tennessee
$202K -$23.1K -500 -10%
ACA
1672
Affinity Capital Advisors
California
$202K -$4.4K -95 -2%
CPWM
1673
Cardinal Point Wealth Management
California
$202K +$201K +4,347 New
RFA
1674
Reilly Financial Advisors
California
$201K -$1.48K -32 -0.7%
FC
1675
Forte Capital
New York
$201K +$201K +4,333 New

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.