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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
BEI
1876
Benjamin Edwards Inc
Missouri
$7K +$7.41K +160 New
DFCM
1877
Dark Forest Capital Management
Puerto Rico
$6K -$228K -4,924 -97%
SL
1878
Savior LLC
Massachusetts
$6K -$19.5K -421 -77%
PGAM
1879
Princeton Global Asset Management
New Jersey
$6K
RAM
1880
Riggs Asset Management
Pennsylvania
$6K
FMP
1881
Financial Management Professionals
Texas
$6K +$1.11K +24 +22%
MFM
1882
MD Financial Management
Ontario, Canada
$5K -$10.4K -225 -68%
CWA
1883
Carolina Wealth Advisors
South Carolina
$5K
FEG
1884
Financial Enhancement Group
Indiana
$5K
HFS
1885
Horizon Financial Services
North Carolina
$5K
SAM
1886
Strategic Asset Management
Minnesota
$5K +$4.63K +100 New
CPFP
1887
Clear Perspectives Financial Planning
Ohio
$5K +$5.04K +109 New
Walleye Capital
1888
Walleye Capital
New York
$4.77K +$911K +19,678 +24%
HA
1889
Herold Advisors
New York
$4K +$4.63K +100 New
BBHC
1890
Brown Brothers Harriman & Co
New York
$3.93K -$138K -2,977 -3%
BMD
1891
Better Money Decisions
New Mexico
$3K
FWM
1892
Filbrandt Wealth Management
Wisconsin
$3K +$2.5K +54 New
CCM
1893
Cribstone Capital Management
Maine
$2K -$13.9K -300 -90%
ANBT
1894
American National Bank & Trust
Texas
$2K
CAM
1895
ClariVest Asset Management
California
$2K
SJIM
1896
St. Johns Investment Management
Florida
$2K
VRM
1897
Vectors Research Management
New York
$2K +$1.16K +25 +100%
SAI
1898
Systematic Alpha Investments
New Jersey
$2K +$2.04K +44 New
AWMS
1899
Advocacy Wealth Management Services
Georgia
$1K
DI
1900
Disciplined Investments
Oklahoma
$1K

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.