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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
FCB
1726
First Command Bank
Texas
$169K
FCFS
1727
First Command Financial Services
Texas
$169K
ACM
1728
AUA Capital Management
Pennsylvania
$167K -$44.7K -1,000 -21%
OC
1729
Oakworth Capital
Alabama
$166K -$11.1K -249 -6%
APC
1730
Aspire Private Capital
North Carolina
$166K -$848 -19 -0.5%
KTC
1731
Kistler-Tiffany Companies
Pennsylvania
$166K +$2.46K +55 +2%
SC
1732
Sierra Capital
Florida
$165K
FWM
1733
Focused Wealth Management
New York
$159K
AWM
1734
Activest Wealth Management
Florida
$159K +$6.74K +151 +5%
OIA
1735
Optimum Investment Advisors
Illinois
$157K
PO
1736
Private Ocean
California
$155K -$22.1K -494 -13%
AP
1737
Arlington Partners
Alabama
$155K
Kayne Anderson Rudnick Investment Management
1738
Kayne Anderson Rudnick Investment Management
California
$155K
SSC
1739
Syverson Strege & Co
Iowa
$153K
PFBT
1740
Parkside Financial Bank & Trust
Missouri
$151K -$17.4K -390 -10%
BDWM
1741
Brewin Dolphin Wealth Management
Ireland
$148K +$15.1K +339 +12%
FCM
1742
Firestone Capital Management
Florida
$146K +$89 +2 +0.1%
FF
1743
FourThought Financial
Florida
$141K
IF
1744
Ironwood Financial
Arizona
$140K -$2.37K -53 -2%
Capstone Investment Advisors
1745
Capstone Investment Advisors
New York
$138K -$715K -16,004 -84%
PWM
1746
Prentice Wealth Management
New York
$138K
CB
1747
CNB Bank
Pennsylvania
$134K -$7.1K -159 -5%
Loomis, Sayles & Company
1748
Loomis, Sayles & Company
Massachusetts
$130K +$97.3K +2,180 +312%
CYG
1749
Clean Yield Group
Vermont
$129K +$127K +2,848 New
HBT
1750
Hills Bank & Trust
Iowa
$128K +$3.57K +80 +3%

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.