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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 %
HAG
726
HighPoint Advisor Group
Illinois
$2.23M -$710K -15,293 -24%
QP
727
Quilter Plc
United Kingdom
$2.21M -$108K -2,334 -5%
LNWWM
728
Laird Norton Wetherby Wealth Management
California
$2.2M -$155K -3,349 -7%
HTC
729
Haverford Trust Company
Pennsylvania
$2.2M +$228K +4,919 +12%
CWS
730
Cypress Wealth Services
California
$2.19M -$59.3K -1,278 -3%
BC
731
Brio Consultants
California
$2.19M -$210K -4,535 -9%
BOS
732
Bank of Stockton
California
$2.19M – – –
AWM
733
Altium Wealth Management
New York
$2.18M +$140K +3,022 +7%
SLI
734
Sumitomo Life Insurance
Japan
$2.17M -$2.04M -44,042 -49%
BFIM
735
Beese Fulmer Investment Management
Ohio
$2.17M -$51.5K -1,109 -2%
PB
736
Pinnacle Bancorp
Nebraska
$2.15M +$1.84M +39,652 +594%
PBC
737
Pavion Blue Capital
California
$2.14M +$11.7K +251 +0.5%
CI
738
Conning Inc
Connecticut
$2.14M -$321K -6,910 -13%
UHC
739
Union Heritage Capital
Michigan
$2.13M – – –
ED
740
Exane Derivatives
France
$2.13M +$205K +4,423 +11%
OIA
741
OneDigital Investment Advisors
Kansas
$2.13M -$107K -2,309 -5%
RHAM
742
Round Hill Asset Management
California
$2.12M – – –
FTDI
743
First Trust Direct Indexing
Massachusetts
$2.12M +$216K +4,665 +11%
FHB
744
First Hawaiian Bank
Hawaii
$2.12M +$113K +2,432 +6%
APP
745
Avantax Planning Partners
Iowa
$2.12M -$12.3K -265 -0.6%
PAA
746
Peregrine Asset Advisers
Oregon
$2.11M +$2.11M +45,558 New
NP
747
NorthRock Partners
Minnesota
$2.11M +$611K +13,159 +41%
SPIA
748
Steward Partners Investment Advisory
New York
$2.1M -$62.6K -1,348 -3%
WPC
749
White Pine Capital
Minnesota
$2.09M +$9.28K +200 +0.4%
DBT
750
Dubuque Bank & Trust
Iowa
$2.09M -$192K -4,133 -8%
28 29
30
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