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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
AA
1851
AlphaMark Advisors
Kentucky
$32K
BA
1852
Bellwether Advisors
Nebraska
$32K
CHA
1853
Carmichael Hill & Associates
Maryland
$32K +$89 +2 +0.3%
NOI
1854
Newton One Investments
Delaware
$32K +$31.3K +700 New
CMA
1855
Cedar Mountain Advisors
Oregon
$31K
TCCM
1856
Timber Creek Capital Management
Massachusetts
$31K
BBL
1857
Beck Bode LLC
Massachusetts
$31K +$30.4K +681 New
MC
1858
Maverick Capital
Texas
$29K -$970K -21,723 -97%
HWM
1859
Holloway Wealth Management
Florida
$29K
PA
1860
Perennial Advisors
New York
$29K
IPW
1861
IronBridge Private Wealth
Texas
$28K
RIA
1862
RPG Investment Advisory
California
$28K
PSIWM
1863
Paradigm Strategies in Wealth Management
Minnesota
$27K -$16.6K -371 -38%
APWA
1864
Atlas Private Wealth Advisors
New Jersey
$27K -$5.8K -130 -18%
MCM
1865
MV Capital Management
Maryland
$27K +$22.8K +511 +562%
GM
1866
GeoWealth Management
Illinois
$27K +$26.8K +600 New
IP
1867
Isthmus Partners
Wisconsin
$27K +$26.8K +600 New
TF
1868
TimeScale Financial
Massachusetts
$26K +$45 +1 +0.2%
SL
1869
Savior LLC
Massachusetts
$25K -$4.38K -98 -15%
CA
1870
Centerpoint Advisors
Massachusetts
$25K +$24.9K +558 New
COCM
1871
Charter Oak Capital Management
New Hampshire
$24K -$22.3K -500 -48%
BCPWM
1872
Bradley & Co Private Wealth Management
Florida
$24K
LPWM
1873
Lake Point Wealth Management
Texas
$24K +$23.9K +536 New
SIS
1874
Sound Income Strategies
Florida
$19K +$8.93K +200 +88%
T2I
1875
Turim 21 Investimentos
Brazil
$19K +$18.4K +412 New

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.