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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
ARTA
2001
A.R.T. Advisors
New York
-$334K -8,541 Closed
Aristotle Capital Management
2002
Aristotle Capital Management
California
-$332K -8,500 Closed
CA
2003
Continuum Advisory
Idaho
-$350K -8,293 Closed
CST
2004
Charles Schwab Trust
Nevada
-$326K -8,215 Closed
WCM
2005
Weld Capital Management
New York
-$319K -8,156 Closed
AII
2006
AGF Investments Inc
Ontario, Canada
-$313K -8,000 Closed
OWA
2007
Octavia Wealth Advisors
Ohio
-$304K -7,783 Closed
MCM
2008
Maryland Capital Management
Maryland
-$290K -7,435 Closed
AA
2009
Auxano Advisors
Washington
-$272K -6,970 Closed
TCOO
2010
Trust Company of Oklahoma
Oklahoma
-$254K -6,500 Closed
DAM
2011
Deltec Asset Management
New York
-$237K -6,060 Closed
C
2012
Certuity
Florida
-$237K -6,058 Closed
ICP
2013
Interchange Capital Partners
Pennsylvania
-$244K -6,045 Closed
OPA
2014
Old Port Advisors
Maine
-$227K -5,807 Closed
ICM
2015
Infini Capital Management
Hong Kong
-$222K -5,600 Closed
IMF
2016
Infini Master Fund
Hong Kong
-$222K -5,600 Closed
OWA
2017
Opal Wealth Advisors
New York
-$215K -5,503 Closed
AC
2018
Athanor Capital
New York
-$213K -5,460 Closed
FM
2019
Family Management
New York
-$202K -5,173 Closed
NQWM
2020
Northwest Quadrant Wealth Management
Oregon
-$202K -5,164 Closed
GSAM
2021
Grant Street Asset Management
Pennsylvania
-$176K -4,503 Closed
ACM
2022
Allred Capital Management
Texas
-$135K -3,467 Closed
GC
2023
Garde Capital
Washington
-$135K -3,464 Closed
AIL
2024
AGF Investments LLC
Ontario, Canada
-$114K -2,914 Closed
SLF
2025
Sun Life Financial
Ontario, Canada
-$95K -2,438 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.