We are live on ! Find out more
WFC icon

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
TWA
1726
TCI Wealth Advisors
Arizona
$124K -$231 -5 -0.2%
CB
1727
CNB Bank
Pennsylvania
$122K -$14.6K -315 -11%
HC
1728
Hoese & Co
Minnesota
$119K -$97.2K -2,100 -45%
APW
1729
Acima Private Wealth
Virginia
$119K
JEST
1730
JTC Employer Solutions Trustee
Jersey
$118K
MUMSS
1731
Mitsubishi UFJ Morgan Stanley Securities
Japan
$117K +$78.2K +1,690 +204%
1IA
1732
1834 Investment Advisors
Wisconsin
$116K -$125K -2,693 -52%
LPIC
1733
LeJeune Puetz Investment Counsel
Michigan
$115K
WAS
1734
Winch Advisory Services
Wisconsin
$115K +$509 +11 +0.4%
ITFISA
1735
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$113K
DWMG
1736
DB Wealth Management Group
California
$112K
MGIM
1737
M&G Investment Management
United Kingdom
$111K +$10.4M +223,745 +10%
SFFS
1738
Stonehage Fleming Financial Services
Jersey
$108K
WPA
1739
West Paces Advisors
Georgia
$108K -$5.92K -128 -5%
CWA
1740
Clearview Wealth Advisors
Oregon
$107K +$93 +2 +0.1%
SNT
1741
Security National Trust
West Virginia
$105K
APC
1742
Aspire Private Capital
North Carolina
$103K -$67.6K -1,460 -40%
SBL
1743
Sargent Bickham Lagudis
Colorado
$100K -$16.6K -359 -14%
AIC
1744
Archer Investment Corporation
Indiana
$98.6K +$18.3K +396 +23%
AWM
1745
Atticus Wealth Management
Florida
$97K
AFS
1746
Annapolis Financial Services
Maryland
$97K +$93 +2 +0.1%
BWA
1747
BDO Wealth Advisors
Florida
$96K -$9.07K -196 -9%
SIM
1748
Sonora Investment Management
Arizona
$96K +$11.2K +243 +13%
GFPC
1749
Global Financial Private Client
Florida
$95K
FFC
1750
First Financial Corp
Indiana
$95K

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.