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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
IRAG
1876
Investment Research & Advisory Group
Georgia
$18K
OCM
1877
Orion Capital Management
California
$18K
PAI
1878
Pittenger & Anderson Inc
Nebraska
$18K
SFP
1879
Sterling Financial Planning
New Jersey
$18K
TIM
1880
Tortoise Investment Management
New York
$18K
SCA
1881
Stuart Chaussee & Associates
California
$17K
HF
1882
Halpern Financial
Virginia
$16.7K
CFFP
1883
Center for Financial Planning
Michigan
$16K
VIMU
1884
Veritas Investment Management (UK)
United Kingdom
$16K
MFM
1885
MD Financial Management
Ontario, Canada
$15K -$4.02M -90,045 -100%
AFIA
1886
America First Investment Advisors
Nebraska
$15K -$5.72K -128 -27%
HDIM
1887
Hanson & Doremus Investment Management
Vermont
$15K -$1.92K -43 -6%
CCM
1888
Cribstone Capital Management
Maine
$15K
FI
1889
FormulaFolio Investments
Michigan
$15K
FPW
1890
Flagship Private Wealth
Massachusetts
$14.2K
TFM
1891
TFC Financial Management
Massachusetts
$14K
CBT
1892
Central Bank & Trust
Kentucky
$14K +$6.65K +149 +90%
RWML
1893
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$12.2K -$5.67K -127 -32%
SIAP
1894
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K
TFGT
1895
TS Financial Group (TSFG)
Illinois
$11K
BWM
1896
Baystate Wealth Management
Massachusetts
$11K +$5.58K +125 +114%
AA
1897
Addison Advisors
Vermont
$11K +$10.8K +241 New
CB
1898
Community Bank
New York
$11K +$11.2K +250 New
RBC
1899
Roble Belko & Company
Pennsylvania
$10K
GG
1900
Gleason Group
Kentucky
$10K +$45 +1 +0.5%

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.