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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
JF
1976
Jump Financial
Illinois
-$328K -7,244 Closed
BWM
1977
BigSur Wealth Management
Florida
-$317K -7,000 Closed
TA
1978
Tectonic Advisors
Texas
-$306K -6,752 Closed
EWM
1979
Empirical Wealth Management
Washington
-$304K -6,707 Closed
TC
1980
Telemus Capital
Michigan
-$286K -6,305 Closed
DWM
1981
Destination Wealth Management
California
-$274K -6,040 Closed
II
1982
Ibex Investors
Colorado
-$268K -5,916 Closed
WJA
1983
Willis Johnson & Associates
Texas
-$256K -5,656 Closed
MIM
1984
MTM Investment Management
South Carolina
-$254K -5,609 Closed
MC
1985
Machina Capital
France
-$254K -5,600 Closed
KWM
1986
Keebeck Wealth Management
Illinois
-$245K -5,419 Closed
CCG
1987
Capital CS Group
California
-$241K -5,322 Closed
PAMP
1988
Polar Asset Management Partners
Ontario, Canada
-$238K -5,260 Closed
MAM
1989
Madison Asset Management
Wisconsin
-$236K -5,218 Closed
CFA
1990
Capstone Financial Advisors
Illinois
-$232K -5,125 Closed
HC
1991
Hourglass Capital
Texas
-$226K -5,000 Closed
OA
1992
Oxbow Advisors
Texas
-$225K -4,978 Closed
LWM
1993
Lyell Wealth Management
California
-$221K -4,891 Closed
WPC
1994
Waters Parkerson & Co
Louisiana
-$221K -4,883 Closed
PCIA
1995
Prime Capital Investment Advisors
Kansas
-$219K -4,844 Closed
ARC
1996
Advisor Resource Council
Texas
-$214K -4,717 Closed
CF
1997
Copperwynd Financial
Arizona
-$213K -4,699 Closed
PT
1998
Plimoth Trust
Massachusetts
-$212K -4,680 Closed
NG
1999
Northstar Group
New York
-$209K -4,599 Closed
CAC
2000
Certified Advisory Corp
Florida
-$208K -4,586 Closed

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.