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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
CF
1676
Copperwynd Financial
Arizona
$213K +$210K +4,699 New
PAM
1677
Premier Asset Management
Illinois
$213K +$210K +4,702 New
FAM
1678
Formidable Asset Management
Ohio
$212K -$289K -6,465 -58%
PT
1679
Plimoth Trust
Massachusetts
$212K -$56.3K -1,261 -21%
HWMG
1680
Hurlow Wealth Management Group
Indiana
$211K -$138K -3,085 -40%
SAMT
1681
Select Asset Management & Trust
Pennsylvania
$211K -$33.5K -750 -14%
HC
1682
Hoese & Co
Minnesota
$211K +$20.1K +450 +11%
W
1683
Wealthquest
Ohio
$211K +$209K +4,678 New
WPP
1684
Whalerock Point Partners
Rhode Island
$210K +$207K +4,640 New
NG
1685
Northstar Group
New York
$209K +$205K +4,599 New
CCA
1686
Catalyst Capital Advisors
New York
$209K +$206K +4,615 New
CTI
1687
Community Trust & Investment
Kentucky
$209K +$206K +4,619 New
BWA
1688
Bordeaux Wealth Advisors
California
$209K +$207K +4,625 New
CAC
1689
Certified Advisory Corp
Florida
$208K -$76.8K -1,719 -27%
EIG
1690
Ellenbecker Investment Group
Wisconsin
$208K +$206K +4,603 New
IIC
1691
Integrated Investment Consultants
Michigan
$207K +$204K +4,573 New
RIM
1692
Rockbridge Investment Management
New York
$206K -$30.9K -692 -13%
LJHT
1693
Laurie J. Hall Trustee
$206K -$1.88K -42 -0.9%
VFP
1694
Verus Financial Partners
Virginia
$206K +$205K +4,589 New
SCM
1695
Silvant Capital Management
Georgia
$205K
FA
1696
Fermata Advisors
California
$205K +$202K +4,525 New
HVIA
1697
Hudson Valley Investment Advisors
New York
$202K +$199K +4,465 New
WAAG
1698
Wealth Alliance Advisory Group
Kansas
$201K +$198K +4,433 New
MWM
1699
Modera Wealth Management
New Jersey
$201K +$199K +4,446 New
ACA
1700
Affinity Capital Advisors
California
$201K +$199K +4,447 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.