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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
S
1676
Seeyond
France
$200K -$2.04K -44 -1%
SIC
1677
Sigma Investment Counselors
Michigan
$200K +$200K +4,312 New
TFS
1678
TrustCore Financial Services
Tennessee
$194K +$5.46K +118 +3%
JWM
1679
Janiczek Wealth Management
Colorado
$194K +$6.25K +135 +3%
TCM
1680
Tradewinds Capital Management
Washington
$193K +$46 +1 +0%
CHC
1681
City Holding Co
West Virginia
$190K -$5.79K -125 -3%
EWM
1682
Edge Wealth Management
New York
$188K
BFC
1683
Bedel Financial Consulting
Indiana
$187K +$602 +13 +0.3%
FCA
1684
FinTrust Capital Advisors
South Carolina
$186K -$47.6K -1,029 -20%
EW
1685
Evoke Wealth
California
$184K -$947K -20,468 -84%
PFA
1686
Professional Financial Advisors
Nebraska
$184K +$741 +16 +0.4%
FPS
1687
Fieldpoint Private Securities
Connecticut
$184K +$3.98K +86 +2%
SSC
1688
Syverson Strege & Co
Iowa
$184K +$26.8K +579 +17%
ARMC
1689
American Research & Management Company
Massachusetts
$183K -$18.5K -400 -9%
CFD
1690
Creative Financial Designs
Indiana
$182K -$1.11K -24 -0.6%
APP
1691
Alpha Paradigm Partners
Illinois
$178K -$11.8K -256 -6%
KTC
1692
Kistler-Tiffany Companies
Pennsylvania
$175K +$5.46K +118 +3%
OC
1693
Oakworth Capital
Alabama
$174K +$4.67K +101 +3%
ACM
1694
AUA Capital Management
Pennsylvania
$171K
PFBT
1695
Parkside Financial Bank & Trust
Missouri
$170K +$15.9K +344 +10%
SC
1696
Sierra Capital
Florida
$169K
FWM
1697
Focused Wealth Management
New York
$169K +$5.97K +129 +4%
CWC
1698
Carolinas Wealth Consulting
North Carolina
$165K -$38K -821 -19%
FCB
1699
First Command Bank
Texas
$160K -$13.9K -300 -8%
FCFS
1700
First Command Financial Services
Texas
$160K -$13.9K -300 -8%

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.