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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
HVIA
2001
Hudson Valley Investment Advisors
New York
-$202K -4,465 Closed
Q
2002
QVR
California
-$189K -4,094 Closed
WP
2003
WealthShield Partners
North Carolina
-$177K -3,905 Closed
MA
2004
Modus Advisors
Minnesota
-$104K -2,305 Closed
SB
2005
Strategic Blueprint
Georgia
-$80K -1,772 Closed
FFG
2006
Ford Financial Group
California
-$59K -1,303 Closed
HIM
2007
Hillsdale Investment Management
Ontario, Canada
-$47K -1,040 Closed
CCMW
2008
Cypress Capital Management (Wyoming)
Wyoming
-$44K -974 Closed
PWP
2009
Personal Wealth Partners
Minnesota
-$38K -847 Closed
BBL
2010
Beck Bode LLC
Massachusetts
-$31K -681 Closed
PA
2011
Perennial Advisors
New York
-$29K -650 Closed
IP
2012
Isthmus Partners
Wisconsin
-$27K -600 Closed
FPW
2013
Flagship Private Wealth
Massachusetts
-$14.2K -326 Closed
CB
2014
Community Bank
New York
-$11K -250 Closed
AL
2015
ADE LLC
Maryland
-$10K -229 Closed
PGWM
2016
Parisi Gray Wealth Management
New Jersey
-$10K -225 Closed
RBC
2017
Roble Belko & Company
Pennsylvania
-$10K -220 Closed
PG
2018
Proffitt & Goodson
Tennessee
-$5K -121 Closed
AFG
2019
Albion Financial Group
Utah
-$2K -47 Closed
AIA
2020
Arcadia Investment Advisors
Idaho
-$1.58K -35 Closed
IWA
2021
IBEX Wealth Advisors
New Jersey
+$46 +1 New
TWP
2022
TFO Wealth Partners
Ohio
+$46 +1 New

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.