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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
Kayne Anderson Rudnick Investment Management
1701
Kayne Anderson Rudnick Investment Management
California
$158K
ODG
1702
O'Dell Group
Ohio
$154K +$153K +3,315 New
BDWM
1703
Brewin Dolphin Wealth Management
Ireland
$152K
SWM
1704
Sugarloaf Wealth Management
Georgia
$150K -$41.7K -902 -22%
IF
1705
Ironwood Financial
Arizona
$148K +$4.67K +101 +3%
AAP
1706
Arax Advisory Partners
Colorado
$146K -$267K -5,764 -65%
FCM
1707
Firestone Capital Management
Florida
$146K
FF
1708
FourThought Financial
Florida
$145K
PWM
1709
Prentice Wealth Management
New York
$142K
VCM
1710
Vigilant Capital Management
Maine
$141K +$10.8K +234 +8%
GKWIM
1711
Gerber Kawasaki Wealth & Investment Management
California
$140K -$286K -6,173 -67%
LC
1712
Lindbrook Capital
California
$139K -$273K -5,909 -66%
AP
1713
Arlington Partners
Alabama
$139K -$19.3K -416 -12%
NFSG
1714
Newbridge Financial Services Group
Florida
$139K +$11.6K +250 +9%
OIA
1715
Optimum Investment Advisors
Illinois
$138K -$23.1K -500 -14%
RCG
1716
Rock Creek Group
District of Columbia
$137K -$151K -3,255 -52%
PWMG
1717
Prestige Wealth Management Group
New Jersey
$136K -$162K -3,508 -55%
CYG
1718
Clean Yield Group
Vermont
$132K
MHR
1719
Matthew Hamilton Rosenberg
$132K +$79.1K +1,709 +80%
TAM
1720
Tucker Asset Management
Colorado
$132K +$8.7K +188 +8%
EAM
1721
Eukles Asset Management
Ohio
$131K +$42K +907 +47%
CIR
1722
Clear Investment Research
Georgia
$127K
CCA
1723
Column Capital Advisors
Indiana
$127K
CAL
1724
Capital Analysts LLC
Pennsylvania
$127K +$13.9K +300 +12%
AssetMark Inc
1725
AssetMark Inc
California
$125K +$52.1K +1,125 +72%

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.