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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
WANY
1976
Wealthspire Advisors (New York)
New York
-$1.03M -26,441 Closed
GC
1977
Gruss & Co
Florida
-$977K -25,000 Closed
XS
1978
XR Securities
Illinois
-$927K -20,765 Closed
SM
1979
SG3 Management
Puerto Rico
-$764K -17,105 Closed
CWM
1980
Centric Wealth Management
Illinois
-$654K -16,752 Closed
GTCM
1981
Gyon Technologies Capital Management
New Jersey
-$636K -16,275 Closed
SA
1982
Springowl Associates
New York
-$625K -16,000 Closed
RAM
1983
Redmond Asset Management
Virginia
-$604K -15,478 Closed
FRM
1984
Fox Run Management
Connecticut
-$596K -15,261 Closed
FLPIM
1985
F.L. Putnam Investment Management
Massachusetts
-$539K -13,800 Closed
VI
1986
Versor Investments
New York
-$527K -13,500 Closed
SIAG
1987
Signet Investment Advisory Group
Rhode Island
-$505K -12,920 Closed
WCA
1988
Waratah Capital Advisors
Ontario, Canada
-$504K -12,911 Closed
RCM
1989
Radnor Capital Management
Pennsylvania
-$503K -12,874 Closed
OQS
1990
Occudo Quantitative Strategies
Florida
-$494K -12,655 Closed
DTL
1991
Dynamic Technology Lab
Singapore
-$494K -12,643 Closed
ESCM
1992
Echo Street Capital Management
New York
-$460K -11,781 Closed
EI
1993
Ethic Inc
New York
-$437K -11,183 Closed
CMO
1994
Covenant Multifamily Offices
Texas
-$429K -10,991 Closed
APG
1995
Abacus Planning Group
South Carolina
-$413K -10,565 Closed
CAM
1996
Columbia Asset Management
Michigan
-$410K -10,503 Closed
HF
1997
HRT Financial
New York
-$463K -10,375 Closed
BM
1998
Brandywine Managers
Delaware
-$397K -10,160 Closed
CFO
1999
Colony Family Offices
North Carolina
-$397K -10,150 Closed
Financial Engines Advisors
2000
Financial Engines Advisors
California
-$341K -8,722 Closed

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.