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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
SL
1701
Salomon & Ludwin
Virginia
$200K +$198K +4,423 New
AIM
1702
Arcadia Investment Management
Michigan
$199K
SFSIG
1703
San Francisco Sentry Investment Group
California
$199K +$1.61K +36 +0.8%
RFA
1704
Reilly Financial Advisors
California
$198K -$45 -1 -0%
CWC
1705
Carolinas Wealth Consulting
North Carolina
$198K +$26.9K +602 +16%
ARMC
1706
American Research & Management Company
Massachusetts
$197K -$11.2K -250 -5%
S
1707
Seeyond
France
$197K +$893 +20 +0.5%
FPS
1708
Fieldpoint Private Securities
Connecticut
$193K +$22.3K +500 +15%
GWSG
1709
GPS Wealth Strategies Group
Colorado
$192K -$2.19K -49 -1%
CHC
1710
City Holding Co
West Virginia
$191K
SWM
1711
Sugarloaf Wealth Management
Georgia
$188K +$3.3K +74 +2%
TCM
1712
Tradewinds Capital Management
Washington
$188K +$27K +604 +17%
ACA
1713
Atlas Capital Advisors
Wyoming
$187K +$6.07K +136 +3%
APP
1714
Alpha Paradigm Partners
Illinois
$186K +$183K +4,096 New
Q
1715
QVR
California
$185K +$183K +4,094 New
TFS
1716
TrustCore Financial Services
Tennessee
$184K +$45 +1 +0%
EWM
1717
Evermay Wealth Management
Virginia
$184K +$182K +4,072 New
EWM
1718
Edge Wealth Management
New York
$183K -$123K -2,752 -40%
JWM
1719
Janiczek Wealth Management
Colorado
$183K +$8.04K +180 +5%
BFC
1720
Bedel Financial Consulting
Indiana
$182K +$268 +6 +0.1%
HR
1721
Howe & Rusling
New York
$180K -$268 -6 -0.2%
CFD
1722
Creative Financial Designs
Indiana
$179K -$3.66K -82 -2%
PFA
1723
Professional Financial Advisors
Nebraska
$177K +$357 +8 +0.2%
WP
1724
WealthShield Partners
North Carolina
$177K +$34.4K +770 +25%
VCM
1725
Versant Capital Management
Arizona
$174K +$42.2K +944 +33%

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.