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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
BAM
1801
Bellevue Asset Management
Washington
$75K
CTB
1802
Country Trust Bank
Illinois
$75K
FFA
1803
Freedman Financial Associates
Massachusetts
$75K
ADL
1804
Asset Dedication LLC
California
$74K +$9.47K +212 +16%
AssetMark Inc
1805
AssetMark Inc
California
$71K +$70.1K +1,570 New
CFN
1806
Cordasco Financial Network
Florida
$68K
SGAM
1807
Smith Group Asset Management
Texas
$67K -$18.8K -420 -22%
MS
1808
Mizuho Securities
Japan
$65K +$50.9K +1,139 +398%
SWM
1809
Selective Wealth Management
Virginia
$64K -$30K -672 -32%
PP
1810
Pacifica Partners
Canada
$64K
DWA
1811
Dougherty Wealth Advisers
Minnesota
$63K
LFG
1812
Larson Financial Group
Missouri
$62K +$6.25K +140 +11%
AWM
1813
Accel Wealth Management
Iowa
$61K +$89 +2 +0.1%
EIP
1814
Ellis Investment Partners
Pennsylvania
$60K -$45 -1 -0.1%
HWA
1815
Heritage Wealth Advisors
Virginia
$59.1K
TAIM
1816
TD Ameritrade Investment Management
Nebraska
$59K -$3.44K -77 -6%
FFG
1817
Ford Financial Group
California
$59K +$58.2K +1,303 New
CWM
1818
Cranbrook Wealth Management
Michigan
$58K -$21K -470 -27%
JMF
1819
Johnson Midwest Financial
Iowa
$58K +$5.13K +115 +10%
KFI
1820
Key Financial Inc
Pennsylvania
$55K
ME
1821
McIlrath & Eck
Washington
$55K +$848 +19 +2%
AIG
1822
American International Group
New York
$54.8K -$614K -13,748 -1%
HH
1823
HWG Holdings
Texas
$53K -$480K -10,742 -90%
Nisa Investment Advisors
1824
Nisa Investment Advisors
Missouri
$52K -$1.22M -27,402 -2%
FHC
1825
First Horizon Corporation
Tennessee
$52K -$190K -4,244 -79%

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.