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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
WA
1
WestEnd Advisors
North Carolina
$21.8B
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.4B -$42M -908,142 -0.3%
BlackRock
3
BlackRock
New York
$13.7B -$189M -4,086,350 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.67B -$43.8M -945,631 -0.5%
State Street
5
State Street
Massachusetts
$8.24B -$67.3M -1,454,165 -0.8%
Dodge & Cox
6
Dodge & Cox
California
$6.48B -$178M -3,840,244 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$6.3B +$18.3M +394,633 +0.3%
JP Morgan Chase
8
JP Morgan Chase
New York
$3.42B -$83.6M -1,805,906 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.06B +$88.7M +1,916,314 +3%
Primecap Management
10
Primecap Management
California
$2.32B +$3.77M +81,470 +0.2%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$2.23B -$157M -3,390,700 -7%
Northern Trust
12
Northern Trust
Illinois
$2.06B -$31.7M -685,447 -2%
Invesco
13
Invesco
Georgia
$1.91B +$125M +2,710,324 +7%
DSA
14
Davis Selected Advisers
Arizona
$1.83B -$62.1M -1,340,680 -3%
Norges Bank
15
Norges Bank
Norway
$1.62B -$105M -2,277,182 -6%
N
16
Nuveen
North Carolina
$1.62B +$224M +4,842,152 +16%
Eagle Capital Management (New York)
17
Eagle Capital Management (New York)
New York
$1.57B -$53.7M -1,159,614 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.48B -$54.4M -1,175,573 -4%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$1.34B -$93.3M -2,016,384 -7%
Sanders Capital
20
Sanders Capital
Florida
$1.29B -$82.6M -1,784,521 -6%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.08B -$12M -260,010 -1%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.05B -$84.4M -1,823,350 -7%
Bank of America
23
Bank of America
North Carolina
$1.05B +$126M +2,718,811 +14%
Capital World Investors
24
Capital World Investors
California
$1.05B +$1.04B +22,544,979 New
Charles Schwab
25
Charles Schwab
California
$1.03B -$10.2M -220,919 -1%

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.