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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
UFF
1826
USA Financial Formulas
Michigan
$52K +$51.4K +1,150 New
LWP
1827
Lumature Wealth Partners
Georgia
$50K
MWC
1828
MBM Wealth Consultants
Missouri
$50K
MFT
1829
Moisand Fitzgerald Tamayo
Florida
$50K +$35.5K +795 +265%
NC
1830
NewSquare Capital
Pennsylvania
$49K
VC
1831
Veracity Capital
Georgia
$48K -$665K -14,882 -93%
EBA
1832
Eagle Bay Advisors
New York
$48K +$46K +1,030 New
HIM
1833
Hillsdale Investment Management
Ontario, Canada
$47K -$39.7K -890 -46%
HWA
1834
HHM Wealth Advisors
Tennessee
$46K
FGAM
1835
Financial Gravity Asset Management
Texas
$45K -$714 -16 -13%
WAM
1836
Westport Asset Management
Connecticut
$45K
CCMW
1837
Cypress Capital Management (Wyoming)
Wyoming
$44K
MCA
1838
Mercer Capital Advisers
New Jersey
$43K
TH
1839
TCTC Holdings
Texas
$42K
CIA
1840
Cascade Investment Advisors
Oregon
$40.8K -$107K -2,400 -73%
HFA
1841
Hoover Financial Advisors
Pennsylvania
$38K
MUMSS
1842
Mitsubishi UFJ Morgan Stanley Securities
Japan
$38K +$37.1K +830 New
PWP
1843
Personal Wealth Partners
Minnesota
$38K +$37.8K +847 New
HS
1844
Horan Securities
United States
$37K +$14.9K +333 +67%
CAM
1845
Costello Asset Management
Pennsylvania
$36K
OSNBOA
1846
Old Second National Bank of Aurora
Illinois
$36K
TC
1847
Truvestments Capital
Florida
$35K -$77.1K -1,727 -69%
AS
1848
Altshuler Shaham
Israel
$34K +$33.6K +752 New
PCH
1849
Polar Capital Holdings
United Kingdom
$33.4K -$603K -13,501 -2%
GAM
1850
Gemmer Asset Management
California
$33K

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.