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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 %
APA
601
American Portfolios Advisors
New York
$3.58M -$33.6K -723 -0.9%
RA
602
RFG Advisory
Alabama
$3.58M +$1.25M +26,968 +54%
BFS
603
Bradley Foster & Sargent
Connecticut
$3.58M -$9K -194 -0.3%
NSEDCP
604
NJ State Employees Deferred Compensation Plan
New Jersey
$3.57M – – –
KS
605
Karpas Strategies
Connecticut
$3.56M +$769 +15 +0%
VPIM
606
Vanguard Personalized Indexing Management
California
$3.55M +$838K +18,059 +31%
ISL
607
Ingalls & Snyder LLC
New York
$3.52M -$163K -3,503 -4%
BBWA
608
Bell & Brown Wealth Advisors
California
$3.5M +$3.5M +75,312 New
MFS
609
Mirabella Financial Services
United Kingdom
$3.49M +$475K +10,244 +16%
MCA
610
Mendon Capital Advisors
Florida
$3.48M -$1.16M -25,000 -25%
OIM
611
Opus Investment Management
Massachusetts
$3.46M – – –
CCP
612
Corient Capital Partners
California
$3.45M +$288K +6,205 +9%
KCM
613
Kanawha Capital Management
Virginia
$3.44M -$236K -5,085 -6%
PFS
614
Prospera Financial Services
Texas
$3.41M +$97.1K +2,092 +3%
GIP
615
Granite Investment Partners
California
$3.41M +$7.15K +154 +0.2%
SM
616
Salzhauer Michael
$3.4M +$917K +19,759 +37%
PPW
617
Parcion Private Wealth
Washington
$3.4M -$27K -558 -0.8%
IC
618
IEQ Capital
California
$3.39M +$392K +8,437 +13%
ZDA
619
Zweig-DiMenna Associates
New York
$3.39M +$3.39M +73,000 New
AC
620
Alexandria Capital
Virginia
$3.37M +$143K +3,082 +4%
MWM
621
Mission Wealth Management
California
$3.36M -$40.8K -878 -1%
PAG
622
Private Advisory Group
Washington
$3.31M -$43.2K -930 -1%
SF
623
Synovus Financial
Georgia
$3.3M +$578K +12,455 +21%
UB
624
UMB Bank
Missouri
$3.29M -$106K -2,284 -3%
CBB
625
Citizens Business Bank
California
$3.28M -$249K -5,375 -7%
23 24
25
26 27