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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
TFIPS
1751
Towarzystwo Funduszy Inwestycyjnych PZU SA
$92.8K
GWSG
1752
GPS Wealth Strategies Group
Colorado
$91K -$106K -2,280 -54%
EWM
1753
Evermay Wealth Management
Virginia
$90K -$98.4K -2,125 -52%
GI
1754
Gradient Investments
Minnesota
$90K -$787 -17 -0.9%
JGIA
1755
Jackson Grant Investment Advisers
Connecticut
$90K
LTI
1756
Laffer Tengler Investments
Tennessee
$88.3K +$88.1K +1,903 New
EWM
1757
Endurance Wealth Management
Rhode Island
$88K
PIA
1758
Powell Investment Advisors
Florida
$87K
ATC
1759
Adirondack Trust Company
New York
$86K
GCM
1760
Gables Capital Management
Florida
$84K
EARNEST Partners
1761
EARNEST Partners
Georgia
$82K
FMTCOCP
1762
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82K
SWA
1763
SOA Wealth Advisors
New York
$81K
ADL
1764
Asset Dedication LLC
California
$80K +$6.62K +143 +9%
MWM
1765
Mascoma Wealth Management
New Hampshire
$80K +$79.7K +1,722 New
FCMT
1766
Founders Capital Management (Texas)
Texas
$79K
RA
1767
Resolute Advisors
California
$79K
BAM
1768
Bellevue Asset Management
Washington
$77K
CTB
1769
Country Trust Bank
Illinois
$77K
FFA
1770
Freedman Financial Associates
Massachusetts
$77K
SGAM
1771
Smith Group Asset Management
Texas
$74K +$4.95K +107 +7%
Loomis, Sayles & Company
1772
Loomis, Sayles & Company
Massachusetts
$70K -$63.1K -1,364 -47%
CFN
1773
Cordasco Financial Network
Florida
$70K
PP
1774
Pacifica Partners
Canada
$69K
EBA
1775
Eagle Bay Advisors
New York
$69K +$22.5K +486 +47%

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.