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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
LWA
1776
Lenox Wealth Advisors
New York
$68K -$10.8K -234 -14%
SFO
1777
Standard Family Office
South Dakota
$65K -$268K -5,781 -81%
FP
1778
Financial Perspectives
Minnesota
$62.1K -$24.1K -521 -28%
VCM
1779
Versant Capital Management
Arizona
$62K -$116K -2,501 -65%
DWA
1780
Dougherty Wealth Advisers
Minnesota
$61K -$3.47K -75 -5%
EIP
1781
Ellis Investment Partners
Pennsylvania
$61K
HWA
1782
Heritage Wealth Advisors
Virginia
$60.6K
JMF
1783
Johnson Midwest Financial
Iowa
$60K +$231 +5 +0.4%
LWP
1784
Lumature Wealth Partners
Georgia
$60K +$9.21K +199 +18%
CWM
1785
Cranbrook Wealth Management
Michigan
$59K
KFI
1786
Key Financial Inc
Pennsylvania
$59K +$3.56K +77 +6%
Nisa Investment Advisors
1787
Nisa Investment Advisors
Missouri
$56.3K +$2.94M +63,543 +6%
EWA
1788
Evolution Wealth Advisors
Florida
$56K -$181K -3,901 -76%
ME
1789
McIlrath & Eck
Washington
$56K
KFS
1790
Kelly Financial Services
Massachusetts
$54.9K -$2.42M -52,282 -98%
PO
1791
Private Ocean
California
$52K -$107K -2,320 -68%
MWC
1792
MBM Wealth Consultants
Missouri
$52K
NC
1793
NewSquare Capital
Pennsylvania
$51K +$1.3K +28 +3%
AWM
1794
Accel Wealth Management
Iowa
$49K -$12.8K -276 -21%
DOA
1795
D'Orazio & Associates
Virginia
$48K -$71.1K -1,536 -60%
CFO
1796
CVA Family Office
Colorado
$47K -$203K -4,392 -69%
FGAM
1797
Financial Gravity Asset Management
Texas
$46K -$278 -6 -6%
WAM
1798
Westport Asset Management
Connecticut
$46K
WCA
1799
Windsor Creek Advisors
Vermont
$46K +$46.3K +1,000 New
SWM
1800
Selective Wealth Management
Virginia
$44K -$21.5K -464 -33%

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.