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Wells Fargo
WFC

Overview Fund Activity

1,922 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, 674 increasing their positions, 776 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,922
Holders Change
+58
Holders Change %
+3.11%
% of All Funds
33.55%
Holding in Top 10
96
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.69%
% of All Funds
1.68%
New
184
Increased
674
Reduced
776
Closed
114
Calls
$4.09B
Puts
$4.16B
Net Calls
-$72.5M
Net Calls Change
-$747M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1B
2
BlackRock
BlackRock
New York
+$697M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$520M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$418M
5
Boston Partners
Boston Partners
Massachusetts
+$381M

Top Sellers

1
Sanders Capital
Sanders Capital
Florida
-$823M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$366M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$362M
4
Deutsche Bank
Deutsche Bank
Germany
-$234M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
626
NewEdge Advisors
Louisiana
$3.55M +$1.14M +25,103 +47%
DC
627
Davenport & Co
Virginia
$3.55M -$39.1K -864 -1%
APA
628
American Portfolios Advisors
New York
$3.53M +$58.4K +1,290 +2%
BFS
629
Bradley Foster & Sargent
Connecticut
$3.5M +$36.8K +813 +1%
NSEDCP
630
NJ State Employees Deferred Compensation Plan
New Jersey
$3.49M – – –
BIP
631
Bouvel Investment Partners
Pennsylvania
$3.48M +$18.3K +404 +0.5%
CBB
632
Citizens Business Bank
California
$3.45M – – –
LSA
633
L & S Advisors
California
$3.43M -$3.85M -85,076 -53%
PAM
634
Private Asset Management
California
$3.43M -$432K -9,546 -11%
UAS
635
United Asset Strategies
New York
$3.43M +$3.43M +75,669 New
LFAS
636
Level Four Advisory Services
Texas
$3.41M +$648K +14,300 +23%
AC
637
Allstate Corporation
Illinois
$3.38M -$127K -2,809 -4%
SI
638
Symmetry Investments
Jersey
$3.38M +$3.38M +74,579 New
OIM
639
Opus Investment Management
Massachusetts
$3.37M – – –
PHK
640
Point72 Hong Kong
Hong Kong
$3.37M +$3.37M +74,492 New
PAM
641
Paradigm Asset Management
New York
$3.34M – – –
AAS
642
Avantax Advisory Services
Texas
$3.32M +$17.9K +395 +0.5%
GIP
643
Granite Investment Partners
California
$3.32M -$81.3K -1,795 -2%
MWM
644
Mission Wealth Management
California
$3.32M +$865K +19,099 +35%
WB
645
WesBanco Bank
West Virginia
$3.31M -$43.2K -953 -1%
UB
646
UMB Bank
Missouri
$3.31M +$1.83M +40,484 +124%
AP
647
Advisor Partners
California
$3.29M +$31.7K +699 +1%
PAG
648
Private Advisory Group
Washington
$3.27M +$372K +8,206 +13%
DCM
649
Dupont Capital Management
Delaware
$3.27M +$83.7K +1,849 +3%
Lido Advisors
650
Lido Advisors
California
$3.26M +$768K +16,948 +31%
24 25
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