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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
AWM
1776
Atticus Wealth Management
Florida
$95K
AFS
1777
Annapolis Financial Services
Maryland
$95K +$45 +1 +0%
FFC
1778
First Financial Corp
Indiana
$93K
GFPC
1779
Global Financial Private Client
Florida
$91.8K
TFIPS
1780
Towarzystwo Funduszy Inwestycyjnych PZU SA
$90.6K
GI
1781
Gradient Investments
Minnesota
$89K -$261K -5,848 -75%
JGIA
1782
Jackson Grant Investment Advisers
Connecticut
$87K +$3.44K +77 +4%
BWL
1783
Bogart Wealth LLC
Virginia
$87K +$17.9K +400 +26%
EAM
1784
Eukles Asset Management
Ohio
$87K +$56.7K +1,269 +196%
EWM
1785
Endurance Wealth Management
Rhode Island
$85K
PIA
1786
Powell Investment Advisors
Florida
$85K
FP
1787
Financial Perspectives
Minnesota
$84.2K -$3.16M -70,810 -97%
SIM
1788
Sonora Investment Management
Arizona
$83K -$434K -9,730 -84%
RA
1789
Resolute Advisors
California
$83K +$30.2K +677 +66%
GCM
1790
Gables Capital Management
Florida
$82K
AWM
1791
AllSquare Wealth Management
New York
$82K +$13.4K +300 +20%
EARNEST Partners
1792
EARNEST Partners
Georgia
$80K
FMTCOCP
1793
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80K
KPCM
1794
Kings Point Capital Management
New York
$80K +$1.97K +44 +3%
SB
1795
Strategic Blueprint
Georgia
$80K +$79.1K +1,772 New
SWA
1796
SOA Wealth Advisors
New York
$79K +$4.38K +98 +6%
AIC
1797
Archer Investment Corporation
Indiana
$78.3K
FCMT
1798
Founders Capital Management (Texas)
Texas
$77K
LWA
1799
Lenox Wealth Advisors
New York
$77K +$6.56K +147 +9%
ATC
1800
Adirondack Trust Company
New York
$76K -$10.6K -237 -12%

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.