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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 %
CWS
751
Cypress Wealth Services
California
$2.2M -$69.3K -1,531 -3%
CM
752
Columbus Macro
Pennsylvania
$2.19M -$96.7K -2,134 -4%
KA
753
Kintegral Advisory
New York
$2.19M – – –
ICM
754
IMS Capital Management
Oregon
$2.18M -$47K -1,037 -2%
DDC
755
DF Dent & Co
Maryland
$2.18M -$853K -18,830 -28%
OIA
756
OneDigital Investment Advisors
Kansas
$2.18M -$191K -4,217 -8%
EML
757
Eos Management LP
New York
$2.17M – – –
BFIM
758
Beese Fulmer Investment Management
Ohio
$2.16M -$86.9K -1,918 -4%
SC
759
Savant Capital
Illinois
$2.16M +$53.2K +1,174 +3%
BOS
760
Bank of Stockton
California
$2.13M -$19.7K -434 -0.9%
SPIA
761
Steward Partners Investment Advisory
New York
$2.11M -$505K -11,159 -19%
RIL
762
Rothschild Investment LLC
Illinois
$2.11M +$30.5K +673 +1%
APP
763
Avantax Planning Partners
Iowa
$2.08M +$202K +4,465 +11%
UHC
764
Union Heritage Capital
Michigan
$2.08M +$679K +15,000 +48%
PBC
765
Pavion Blue Capital
California
$2.08M -$17.6K -388 -0.8%
RHAM
766
Round Hill Asset Management
California
$2.07M – – –
ZCA
767
Zeke Capital Advisors
Pennsylvania
$2.06M -$260K -5,731 -11%
WPC
768
White Pine Capital
Minnesota
$2.06M +$605K +13,181 +42%
SCM
769
Schnieders Capital Management
California
$2.05M +$274K +6,050 +15%
CWM
770
Circle Wealth Management
New Jersey
$2.05M -$137K -3,021 -6%
LWCFA
771
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.04M -$52.8K -1,167 -3%
PMAM
772
Penn Mutual Asset Management
Pennsylvania
$2.04M -$996K -22,000 -33%
SA
773
SRH Advisors
Kansas
$2.03M +$58.9K +1,300 +3%
EWM
774
Evercore Wealth Management
New York
$2.03M -$40.7K -900 -2%
DILIC
775
Dai-ichi Life Insurance Company
Japan
$2.03M -$33.7K -745 -2%
29 30
31
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