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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
HF
1851
Halpern Financial
Virginia
$17.1K
CFFP
1852
Center for Financial Planning
Michigan
$17K
SCA
1853
Stuart Chaussee & Associates
California
$17K
KIG
1854
Kowal Investment Group
Wisconsin
$17K +$17.4K +376 New
CG
1855
Cutler Group
California
$16K -$7.19M -155,359 -100%
AFIA
1856
America First Investment Advisors
Nebraska
$16K
VIMU
1857
Veritas Investment Management (UK)
United Kingdom
$16K
MS
1858
Mizuho Securities
Japan
$13K -$52.8K -1,140 -80%
SIAP
1859
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K +$694 +15 +5%
RWML
1860
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$12.5K
COCM
1861
Charter Oak Capital Management
New Hampshire
$12K -$13.9K -300 -56%
AA
1862
Addison Advisors
Vermont
$12K +$926 +20 +8%
TFGT
1863
TS Financial Group (TSFG)
Illinois
$11K
GG
1864
Gleason Group
Kentucky
$10K +$46 +1 +0.5%
RA
1865
Rational Advisors
New York
$10K +$10.3K +222 New
TG
1866
TCW Group
California
$9.84K -$1.3M -27,994 -12%
APWA
1867
Atlas Private Wealth Advisors
New Jersey
$9K -$18.8K -407 -67%
FNBOSM
1868
First National Bank of South Miami
Florida
$9K
WQ
1869
Wealth Quarterback
New Jersey
$9K +$46 +1 +0.5%
CBT
1870
Central Bank & Trust
Kentucky
$8K -$6.9K -149 -47%
CAL
1871
Capital Advisors Ltd
Ohio
$8K
JPLA
1872
Joseph P. Lucia & Associates
New York
$8K
CPC
1873
Consolidated Planning Corp
Georgia
$8K +$7.64K +165 New
MFT
1874
Moisand Fitzgerald Tamayo
Florida
$7K -$43.7K -945 -86%
GWMIA
1875
Global Wealth Management Investment Advisory
Florida
$7K

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.