We are live on ! Find out more
WFC icon

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
RIA
1826
RPG Investment Advisory
California
$29K
GM
1827
GeoWealth Management
Illinois
$29K +$1.16K +25 +4%
PCH
1828
Polar Capital Holdings
United Kingdom
$28.2K -$5.98M -129,156 -18%
M
1829
MOTCO
Texas
$28K -$387K -8,357 -93%
AWM
1830
AllSquare Wealth Management
New York
$28K -$55.5K -1,200 -67%
CIA
1831
Cascade Investment Advisors
Oregon
$27.8K -$13.9K -300 -33%
TF
1832
TimeScale Financial
Massachusetts
$27K +$93 +2 +0.3%
CA
1833
Centerpoint Advisors
Massachusetts
$26K
CT
1834
Clearstead Trust
Maine
$26K +$26.4K +570 New
BCPWM
1835
Bradley & Co Private Wealth Management
Florida
$25K
LPWM
1836
Lake Point Wealth Management
Texas
$25K
TAIM
1837
TD Ameritrade Investment Management
Nebraska
$24K -$12.9K -278 -21%
TFM
1838
TFC Financial Management
Massachusetts
$23K +$7.68K +166 +52%
TVWM
1839
Tower View Wealth Management
Wisconsin
$23K +$23.1K +500 New
BWM
1840
Baystate Wealth Management
Massachusetts
$21K +$10.3K +223 +95%
SIS
1841
Sound Income Strategies
Florida
$20K
TCWM
1842
Total Clarity Wealth Management
Illinois
$20K +$20.1K +435 New
IRAG
1843
Investment Research & Advisory Group
Georgia
$19K
OCM
1844
Orion Capital Management
California
$19K
PAI
1845
Pittenger & Anderson Inc
Nebraska
$19K
SFP
1846
Sterling Financial Planning
New Jersey
$19K
TIM
1847
Tortoise Investment Management
New York
$19K
T2I
1848
Turim 21 Investimentos
Brazil
$19K
KA
1849
Kozak & Associates
Colorado
$19K +$17K +367 New
RTL
1850
Red Tortoise LLC
Georgia
$18K +$19.9K +431 New

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.