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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
AIM
2026
Axiom Investment Management
New York
-$88K -2,259 Closed
VBCG
2027
Valley Brook Capital Group
Pennsylvania
-$80K -2,050 Closed
AWC
2028
Abundance Wealth Counselors
Pennsylvania
-$78K -2,000 Closed
MS
2029
Maven Securities
Jersey
-$87.8K -1,966 Closed
ADIM
2030
Alpha DNA Investment Management
Maryland
-$75K -1,954 Closed
LTI
2031
Laffer Tengler Investments
Tennessee
-$74.3K -1,903 Closed
MWM
2032
Mascoma Wealth Management
New Hampshire
-$66K -1,689 Closed
RWB
2033
RMR Wealth Builders
New Jersey
-$61K -1,550 Closed
GAM
2034
Grandview Asset Management
Pennsylvania
-$47K -1,202 Closed
HFS
2035
HBC Financial Services
Washington
-$48.6K -1,089 -99%
FIA
2036
FNY Investment Advisers
New York
-$39K -1,000 Closed
APWM
2037
Atlas Private Wealth Management
New York
-$39K -995 Closed
WCM
2038
Wealthcare Capital Management
Virginia
-$30K -779 Closed
LGWM
2039
Litman Gregory Wealth Management
California
-$22K -555 Closed
IWP
2040
IAG Wealth Partners
Wisconsin
-$21K -529 Closed
BAMG
2041
Brand Asset Management Group
Missouri
-$15K -391 Closed
AJ
2042
Ashburton (Jersey)
Jersey
-$11K -272 Closed
TCWM
2043
Total Clarity Wealth Management
Illinois
-$6K -142 Closed
MLFP
2044
MPS Loria Financial Planners
Illinois
-$1K -30 Closed
MG
2045
MilWealth Group
Wisconsin
-$39 -1 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.