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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
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$77.3M +$6.91M +149,380 +10%
Mitsubishi UFJ Asset Management
152
Mitsubishi UFJ Asset Management
Japan
$77.1M +$7.68M +165,938 +11%
Nomura Asset Management
153
Nomura Asset Management
Japan
$76.5M +$5.86M +126,618 +8%
AAI
154
American Assets Inc
California
$74.3M
DJC
155
Daily Journal Corp
California
$73.9M
Bank Julius Baer & Co
156
Bank Julius Baer & Co
Switzerland
$73M +$2.18M +47,003 +3%
Macquarie Group
157
Macquarie Group
Australia
$72.9M +$20.9M +450,602 +40%
PF
158
Phoenix Financial
Israel
$72.7M +$4.83M +104,320 +7%
BPC
159
Banque Pictet & Cie
Switzerland
$71.3M +$1.63M +35,278 +2%
ACI
160
AMP Capital Investors
Australia
$71.3M -$13.7M -295,003 -16%
Wells Fargo
161
Wells Fargo
California
$71.2M -$603K -13,020 -0.8%
TD Asset Management
162
TD Asset Management
Ontario, Canada
$70M -$1.17M -25,200 -2%
Federated Hermes
163
Federated Hermes
Pennsylvania
$68.9M +$9.65M +208,423 +16%
SBCM
164
Schwerin Boyle Capital Management
Massachusetts
$68.6M +$37K +800 +0.1%
Comerica Bank
165
Comerica Bank
Texas
$68.4M +$28.4M +613,140 +78%
Royal London Asset Management
166
Royal London Asset Management
United Kingdom
$67.6M +$3.07M +66,333 +5%
LPL Financial
167
LPL Financial
California
$67.4M +$425K +9,192 +0.6%
AA
168
Ancient Art
Texas
$67.1M -$4.65M -100,566 -6%
GI
169
GAMCO Investors
Connecticut
$67.1M +$990K +21,391 +2%
AA
170
ALPS Advisors
Colorado
$66.5M +$349K +7,550 +0.5%
CAM
171
Crake Asset Management
United Kingdom
$66.1M +$13.2M +285,000 +25%
SOMRS
172
State of Michigan Retirement System
Michigan
$65.9M -$370K -8,000 -0.6%
Jane Street
173
Jane Street
New York
$65.8M +$21.1M +456,576 +48%
Aviva
174
Aviva
United Kingdom
$64.6M +$19.7M +425,646 +44%
AIA
175
Avalon Investment & Advisory
Texas
$64.3M -$631K -13,635 -1%

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.