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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 %
Fuller & Thaler Asset Management
651
Fuller & Thaler Asset Management
California
$3.24M +$1.35M +29,730 +71%
PFS
652
Prospera Financial Services
Texas
$3.23M +$200K +4,413 +7%
PPW
653
Parcion Private Wealth
Washington
$3.21M +$4.53K +100 +0.1%
AIA
654
Affinity Investment Advisors
California
$3.2M +$3.2M +70,587 New
HCM
655
Hengehold Capital Management
Ohio
$3.19M -$360K -7,950 -10%
BWM
656
BerganKDV Wealth Management
Minnesota
$3.18M +$13.2K +291 +0.4%
RFC
657
Regions Financial Corp
Alabama
$3.18M -$98.9K -2,184 -3%
GFI
658
Global Frontier Investments
South Carolina
$3.17M – – –
AC
659
Alexandria Capital
Virginia
$3.15M +$376K +8,297 +14%
KS
660
Karpas Strategies
Connecticut
$3.14M +$362 +8 +0%
SPC
661
Sigma Planning Corp
Michigan
$3.11M +$409K +9,037 +15%
FIM
662
Freedom Investment Management
Connecticut
$3.1M +$23.8K +525 +0.8%
BPA
663
Beacon Pointe Advisors
California
$3.1M +$2.22M +49,121 +254%
CCP
664
Corient Capital Partners
California
$3.08M +$205K +4,517 +7%
CCI
665
Credit Capital Investments
New Jersey
$3.08M -$96.7K -2,134 -3%
CIC
666
Cornercap Investment Counsel
Georgia
$3.07M -$142K -3,136 -4%
LI
667
Lafayette Investments
Maryland
$3.06M +$328K +7,250 +12%
CI
668
Ceera Investments
Texas
$3.06M -$44.6K -985 -1%
HI
669
Horizon Investments
North Carolina
$3.06M -$336K -7,460 -10%
QI
670
QS Investors
New York
$3.05M +$56.3K +1,242 +2%
MCM
671
MAI Capital Management
Ohio
$3.04M +$433K +9,558 +17%
UR
672
USCA RIA
Texas
$3.04M +$11K +242 +0.4%
IWA
673
Intercontinental Wealth Advisors
Texas
$3.03M +$42.1K +929 +1%
SWP
674
Stratos Wealth Partners
Ohio
$3.01M +$120K +2,644 +4%
ATC
675
Argent Trust Co
Tennessee
$2.98M +$146K +3,233 +5%
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