WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,898 hedge funds and large institutions have $156B invested in Wells Fargo in 2021 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 673 increasing their positions, 816 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,898
Holders Change
-24
Holders Change %
-1.25%
% of All Funds
33.33%
Holding in Top 10
96
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.69%
New
115
Increased
673
Reduced
816
Closed
114
Calls
$4.51B
Puts
$4.8B
Net Calls
-$291M
Net Calls Change
-$218M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.05B
2
AS
Altshuler Shaham
Israel
+$309M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$303M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$225M
5
Boston Partners
Boston Partners
Massachusetts
+$207M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$21.3B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$829M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$217M
4
American Century Companies
American Century Companies
Missouri
-$215M
5
BlackRock
BlackRock
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
501
EP Wealth Advisors
California
$5.57M -$99.7K -2,149 -2%
BWM
502
BerganKDV Wealth Management
Minnesota
$5.55M +$2.29M +49,306 +70%
BSW
503
Buckingham Strategic Wealth
Missouri
$5.54M -$371 -8 -0%
KIG
504
Kessler Investment Group
Indiana
$5.49M +$601K +12,949 +12%
PA
505
Profund Advisors
Maryland
$5.49M -$12M -257,605 -69%
BBI
506
Baxter Bros Inc
Connecticut
$5.48M -$171K -3,688 -3%
MTIM
507
Marathon Trading Investment Management
Pennsylvania
$5.48M +$4.49M +96,641 +450%
Wellington Management Group
508
Wellington Management Group
Massachusetts
$5.44M -$54.6M -1,175,777 -91%
EIP
509
Easterly Investment Partners
Massachusetts
$5.43M +$5.43M +117,009 New
IRF
510
IBM Retirement Fund
New York
$5.42M +$11.2K +242 +0.2%
JWM
511
Jupiter Wealth Management
Colorado
$5.42M +$404K +8,025 +8%
MPM
512
Meritage Portfolio Management
Kansas
$5.38M +$43.6K +939 +0.8%
Fayez Sarofim & Co
513
Fayez Sarofim & Co
Texas
$5.36M -$23.2K -500 -0.4%
PA
514
PFG Advisors
Arizona
$5.35M +$4.06M +87,556 +316%
AI
515
Atria Investments
North Carolina
$5.32M +$1.63M +35,209 +44%
SCM
516
Shelton Capital Management
Colorado
$5.27M -$26.6M -572,815 -83%
MP
517
MSD Partners
New York
$5.21M -$5.21M -112,322 -50%
CCM
518
Cinctive Capital Management
New York
$5.19M +$5.19M +111,751 New
DWM
519
Dorchester Wealth Management
Quebec, Canada
$5.15M -$447K -9,638 -8%
ESBC
520
E.S. Barr & Co
Kentucky
$5.14M -$81.9K -1,764 -2%
YIA
521
YHB Investment Advisors
Connecticut
$5.13M -$22K -473 -0.4%
ASN
522
Advisory Services Network
Georgia
$5.08M +$134K +2,879 +3%
CFB
523
Cullen/Frost Bankers
Texas
$5.01M -$580K -12,495 -10%
PGFC
524
Peapack-Gladstone Financial Corp
New Jersey
$5M +$142K +3,063 +3%
WAM
525
Winslow Asset Management
Ohio
$4.98M -$216K -4,661 -4%
19 20
21
22 23