We are live on ! Find out more
WFC icon

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
VCM
1751
Vigilant Capital Management
Maine
$127K
CCA
1752
Column Capital Advisors
Indiana
$124K
NFSG
1753
Newbridge Financial Services Group
Florida
$124K +$45 +1 +0%
CIR
1754
Clear Investment Research
Georgia
$124K +$42.8K +958 +54%
SQA
1755
Simon Quick Advisors
New Jersey
$123K -$25K -559 -17%
TWA
1756
TCI Wealth Advisors
Arizona
$121K +$625 +14 +0.5%
JEST
1757
JTC Employer Solutions Trustee
Jersey
$118K +$116K +2,605 New
APW
1758
Acima Private Wealth
Virginia
$116K
DOA
1759
D'Orazio & Associates
Virginia
$116K +$45 +1 +0%
SBL
1760
Sargent Bickham Lagudis
Colorado
$114K +$12.2K +274 +12%
WAS
1761
Winch Advisory Services
Wisconsin
$112K -$10.9K -244 -9%
MPWT
1762
MassMutual Private Wealth & Trust
Connecticut
$112K +$31.2K +699 +40%
LPIC
1763
LeJeune Puetz Investment Counsel
Michigan
$112K +$111K +2,475 New
WPA
1764
West Paces Advisors
Georgia
$111K
CAL
1765
Capital Analysts LLC
Pennsylvania
$111K -$357 -8 -0.3%
ITFISA
1766
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$110K
DWMG
1767
DB Wealth Management Group
California
$109K
TAM
1768
Tucker Asset Management
Colorado
$108K +$1.03K +23 +1%
SNT
1769
Security National Trust
West Virginia
$105K -$12.3K -275 -11%
SFFS
1770
Stonehage Fleming Financial Services
Jersey
$105K
CWA
1771
Clearview Wealth Advisors
Oregon
$104K +$89 +2 +0.1%
MA
1772
Modus Advisors
Minnesota
$104K +$103K +2,305 New
BWA
1773
BDO Wealth Advisors
Florida
$103K -$147K -3,300 -59%
MGIM
1774
M&G Investment Management
United Kingdom
$98.8K +$31.3M +700,623 +47%
MHR
1775
Matthew Hamilton Rosenberg
$97K

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.