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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 %
PRS
676
Pinkerton Retirement Specialists
Idaho
$2.74M +$94.5K +2,036 +4%
SP
677
SWS Partners
Ohio
$2.72M +$41.5K +895 +2%
CS
678
Capital Square
Tennessee
$2.71M – – –
MF
679
Manchester Financial
California
$2.71M +$16.1K +346 +0.6%
DMBA
680
Deseret Mutual Benefit Administrators
Utah
$2.7M -$1.18M -25,469 -30%
CCT
681
Country Club Trust
Missouri
$2.66M +$8.61K +183 +0.3%
WPA
682
Winning Points Advisors
Florida
$2.66M +$37K +800 +1%
OFA
683
Oak Family Advisors
Illinois
$2.63M -$1.72M -37,042 -40%
RMC
684
Resources Management Corp
Connecticut
$2.62M -$62.4K -1,345 -2%
IUHSA
685
Itau Unibanco Holding S.A.
Brazil
$2.6M +$162K +3,500 +7%
MC
686
Moors & Cabot
Massachusetts
$2.6M +$117K +2,520 +5%
MYIA
687
Mount Yale Investment Advisors
Colorado
$2.58M +$2.11M +45,415 +450%
RVM
688
Robinson Value Management
Texas
$2.57M +$30.9K +665 +1%
PCTC
689
Perkins Coie Trust Company
Washington
$2.57M +$4.04K +87 +0.2%
VFA
690
Valeo Financial Advisors
Indiana
$2.56M +$268K +5,772 +12%
IWA
691
Intercontinental Wealth Advisors
Texas
$2.55M -$563K -12,128 -18%
SDWIA
692
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.53M -$26.2K -564 -1%
APF
693
Alaska Permanent Fund
Alaska
$2.52M – – –
CDH
694
Charles D. Hyman
$2.52M -$9.51K -205 -0.4%
HWM
695
HighMark Wealth Management
Minnesota
$2.52M +$2.69K +58 +0.1%
MAP
696
Moody Aldrich Partners
Massachusetts
$2.52M – – –
BCM
697
Bluefin Capital Management
New York
$2.49M -$8.8M -189,640 -78%
LBC
698
Lowe Brockenbrough & Co
Virginia
$2.47M -$532K -11,456 -18%
LIA
699
LS Investment Advisors
Michigan
$2.47M -$68.2K -1,470 -3%
SIA
700
SkyView Investment Advisors
New Jersey
$2.47M +$1.52M +32,741 +160%
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