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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
WA
1
WestEnd Advisors
North Carolina
$21.3B
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.1B +$272M +6,093,261 +2%
BlackRock
3
BlackRock
New York
$13.5B +$687M +15,384,776 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.5B +$987M +22,104,223 +13%
State Street
5
State Street
Massachusetts
$8.11B +$131M +2,941,017 +2%
Dodge & Cox
6
Dodge & Cox
California
$6.5B -$207M -4,641,310 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$6.13B +$287M +6,424,515 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$3.42B +$360M +8,055,689 +12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.9B +$117M +2,615,325 +4%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$2.33B
Primecap Management
11
Primecap Management
California
$2.26B +$6.87M +153,935 +0.3%
Northern Trust
12
Northern Trust
Illinois
$2.04B +$17.2M +384,169 +0.9%
DSA
13
Davis Selected Advisers
Arizona
$1.85B -$1.98M -44,281 -0.1%
Invesco
14
Invesco
Georgia
$1.74B +$47.1M +1,054,394 +3%
Norges Bank
15
Norges Bank
Norway
$1.69B +$30.6M +684,274 +2%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$1.58B -$361M -8,091,378 -19%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.5B +$66.9M +1,497,840 +5%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$1.39B -$225M -5,032,180 -14%
N
19
Nuveen
North Carolina
$1.36B +$512M +11,476,090 +62%
Sanders Capital
20
Sanders Capital
Florida
$1.34B -$811M -18,162,089 -38%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.16B +$412M +9,222,570 +57%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.11B -$204M -4,572,889 -16%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.07B +$38.5M +863,093 +4%
Charles Schwab
24
Charles Schwab
California
$1.01B +$20.9M +466,960 +2%
UBS AM
25
UBS AM
Illinois
$944M -$206M -4,617,479 -18%

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.