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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 %
SCA
651
Stonebridge Capital Advisors
Minnesota
$3M -$3.07M -66,071 -51%
MLIC
652
Mandatum Life Insurance Company
Finland
$2.99M – – –
CAG
653
Crestwood Advisors Group
Massachusetts
$2.98M -$59.2K -1,275 -2%
CAC
654
Core Alternative Capital
Georgia
$2.98M -$27.2K -585 -0.9%
HNB
655
Huntington National Bank
Ohio
$2.95M +$133K +2,861 +5%
AAM
656
Advisors Asset Management
Colorado
$2.95M +$30.1K +649 +1%
MYAM
657
Meiji Yasuda Asset Management
Japan
$2.94M +$44.6K +960 +2%
SJL
658
Shayne & Jacobs LLC
Tennessee
$2.94M – – –
AAS
659
Avantax Advisory Services
Texas
$2.93M -$469K -10,113 -14%
BU
660
BBVA USA
Alabama
$2.91M +$475K +10,247 +20%
BRWA
661
B. Riley Wealth Advisors
Florida
$2.9M -$224K -4,905 -7%
VNIM
662
Vaughan Nelson Investment Management
Texas
$2.89M +$417K +8,975 +17%
SCM
663
SOL Capital Management
Maryland
$2.88M -$61.5K -1,325 -2%
RFC
664
Regions Financial Corp
Alabama
$2.87M -$383K -8,254 -12%
CIA
665
Capital Investment Advisors
Georgia
$2.87M +$27K +582 +0.9%
AWM
666
Avior Wealth Management
Nebraska
$2.86M -$128K -2,769 -4%
ACM
667
Argyle Capital Management
Pennsylvania
$2.84M – – –
CA
668
Clearstead Advisors
Ohio
$2.83M -$1.27M -27,299 -31%
EIM
669
Essex Investment Management
Massachusetts
$2.82M – – –
BC
670
Burleson & Co
California
$2.79M -$17.4K -376 -0.6%
HPC
671
HM Payson & Co
Maine
$2.79M -$20K -432 -0.7%
WJWM
672
Williams Jones Wealth Management
New York
$2.79M +$346K +7,451 +14%
SP
673
Symmetry Partners
Connecticut
$2.76M +$1.36M +28,311 +97%
TRCT
674
Tower Research Capital (TRC)
New York
$2.75M -$5.09M -109,725 -65%
WKWM
675
Walter & Keenan Wealth Management
Indiana
$2.75M -$35.8K -771 -1%
25 26
27
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