We are live on ! Find out more
WFC icon

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
GRQ
201
Gardner Russo & Quinn
Pennsylvania
$51.8M -$1.57M -35,053 -3%
CAM
202
Crake Asset Management
United Kingdom
$51.6M -$75M -1,680,000 -60%
Osaic Holdings
203
Osaic Holdings
Arizona
$51M -$269K -6,019 -0.5%
Macquarie Group
204
Macquarie Group
Australia
$50.8M +$12.9M +288,903 +35%
GF
205
Gabelli Funds
New York
$49.8M -$460K -10,300 -0.9%
PFC
206
Poplar Forest Capital
California
$48.6M -$2.24M -50,069 -4%
SCM
207
Sirios Capital Management
Massachusetts
$48.3M +$1.67M +37,339 +4%
GIA
208
Gateway Investment Advisers
Ohio
$47.5M +$167K +3,734 +0.4%
MSE
209
MUFG Securities EMEA
United Kingdom
$46.4M -$16.2M -363,327 -26%
Truist Financial
210
Truist Financial
North Carolina
$46.4M -$9.16M -205,072 -17%
VIP
211
Vantage Investment Partners
Missouri
$46.3M
CCMG
212
Clark Capital Management Group
Pennsylvania
$46.3M +$944K +21,148 +2%
JMPWA
213
JP Morgan Private Wealth Advisors
California
$46.2M +$29.6M +662,184 +185%
Janus Henderson Group
214
Janus Henderson Group
United Kingdom
$45.7M -$3.12M -69,981 -6%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$43.8M -$1.08M -24,109 -2%
Aviva
216
Aviva
United Kingdom
$43.7M +$9.16M +205,126 +27%
Jane Street
217
Jane Street
New York
$43.5M -$848 -19 -0%
MIM
218
MetLife Investment Management
New Jersey
$43.4M -$1.2M -26,805 -3%
DRZID
219
DePrince Race & Zollo Inc (DRZ)
Florida
$43.3M -$3.68M -82,328 -8%
MIM
220
Manitou Investment Management
Ontario, Canada
$42.9M -$585K -13,093 -1%
CHCM
221
Columbus Hill Capital Management
New Jersey
$42.7M -$11.3M -253,356 -21%
PCM
222
Prana Capital Management
Connecticut
$42.5M -$33.6M -752,620 -45%
EIP
223
Epoch Investment Partners
New York
$42.4M +$41.8M +936,181 New
ProShare Advisors
224
ProShare Advisors
Maryland
$42M +$2.69M +60,302 +7%
Marshall Wace
225
Marshall Wace
United Kingdom
$41.9M +$11.5M +257,574 +39%

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.