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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
PGWM
1901
Parisi Gray Wealth Management
New Jersey
$10K +$10K +225 New
AL
1902
ADE LLC
Maryland
$10K +$10.2K +229 New
FNBOSM
1903
First National Bank of South Miami
Florida
$9K
WQ
1904
Wealth Quarterback
New Jersey
$9K +$8.39K +188 New
CAL
1905
Capital Advisors Ltd
Ohio
$8K
GWMIA
1906
Global Wealth Management Investment Advisory
Florida
$7K
JPLA
1907
Joseph P. Lucia & Associates
New York
$7K
PGAM
1908
Princeton Global Asset Management
New Jersey
$6K
RAM
1909
Riggs Asset Management
Pennsylvania
$6K
CWA
1910
Carolina Wealth Advisors
South Carolina
$5K -$6.07K -136 -55%
FMP
1911
Financial Management Professionals
Texas
$5K -$4.64K -104 -49%
FEG
1912
Financial Enhancement Group
Indiana
$5K
PG
1913
Proffitt & Goodson
Tennessee
$5K
HFS
1914
Horizon Financial Services
North Carolina
$4K
BBHC
1915
Brown Brothers Harriman & Co
New York
$3.97K -$176K -3,944 -4%
Walleye Capital
1916
Walleye Capital
New York
$3.76K -$1.83M -40,947 -33%
BMD
1917
Better Money Decisions
New Mexico
$3K +$3.35K +75 New
SJIM
1918
St. Johns Investment Management
Florida
$2K
AFG
1919
Albion Financial Group
Utah
$2K +$2.1K +47 New
CAM
1920
ClariVest Asset Management
California
$2K +$2.1K +47 New
ANBT
1921
American National Bank & Trust
Texas
$2K +$2.23K +50 New
AIA
1922
Arcadia Investment Advisors
Idaho
$1.58K +$1.56K +35 New
H
1923
HoyleCohen
California
$1.47K +$45 +1 +0%
DI
1924
Disciplined Investments
Oklahoma
$1K
RCA
1925
Ranch Capital Advisors
Florida
$1K

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.