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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
MCA
1801
Mercer Capital Advisers
New Jersey
$44K
VC
1802
Veracity Capital
Georgia
$42K -$7.31K -158 -15%
AA
1803
AlphaMark Advisors
Kentucky
$42K +$9.26K +200 +29%
ETC
1804
Exchange Traded Concepts
Oklahoma
$41K -$5.19M -112,111 -99%
BWL
1805
Bogart Wealth LLC
Virginia
$39K -$49.8K -1,077 -56%
TC
1806
Truvestments Capital
Florida
$38K +$2.41K +52 +7%
CH
1807
Canton Hathaway
Rhode Island
$38K +$37.7K +815 New
CAM
1808
Costello Asset Management
Pennsylvania
$37K
OSNBOA
1809
Old Second National Bank of Aurora
Illinois
$37K
BIA
1810
Bell Investment Advisors
California
$37K +$36.4K +787 New
KPCM
1811
Kings Point Capital Management
New York
$36K -$46.2K -999 -57%
LFG
1812
Larson Financial Group
Missouri
$35K -$28.1K -607 -44%
GAM
1813
Gemmer Asset Management
California
$35K +$1.76K +38 +5%
AWM
1814
Activest Wealth Management
Florida
$34K -$129K -2,780 -79%
PH
1815
Pinnacle Holdings
Oklahoma
$34K +$33.9K +732 New
BA
1816
Bellwether Advisors
Nebraska
$33K
CHA
1817
Carmichael Hill & Associates
Maryland
$33K +$139 +3 +0.4%
HDIM
1818
Hanson & Doremus Investment Management
Vermont
$33K +$2.13K +46 +7%
HWA
1819
HHM Wealth Advisors
Tennessee
$32K -$15.4K -332 -32%
NOI
1820
Newton One Investments
Delaware
$32K
TCCM
1821
Timber Creek Capital Management
Massachusetts
$32K
HWM
1822
Holloway Wealth Management
Florida
$30K
UAML
1823
US Asset Management LLC
Pennsylvania
$30K +$29.5K +637 New
CMA
1824
Cedar Mountain Advisors
Oregon
$29K -$3.06K -66 -10%
IPW
1825
IronBridge Private Wealth
Texas
$29K

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.