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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 %
CIP
751
Cornerstone Investment Partners
Georgia
$2.08M +$307K +6,615 +17%
SA
752
SRH Advisors
Kansas
$2.08M -$4.18K -90 -0.2%
CM
753
Columbus Macro
Pennsylvania
$2.07M -$174K -3,746 -8%
FIM
754
Freedom Investment Management
Connecticut
$2.06M -$1.12M -24,056 -35%
Bessemer Group
755
Bessemer Group
New Jersey
$2.06M +$11.8K +254 +0.6%
EWM
756
Evercore Wealth Management
New York
$2.05M -$25.5K -550 -1%
AF
757
Allworth Financial
California
$2.04M +$12.7K +274 +0.6%
NB
758
NBT Bank
New York
$2.03M -$41.2K -888 -2%
SW
759
SVB Wealth
Massachusetts
$2M -$33.2K -716 -2%
SIM
760
Sterling Investment Management
Arizona
$2M -$410K -8,825 -17%
TSWM
761
Triangle Securities Wealth Management
North Carolina
$1.98M +$125K +2,684 +7%
6M
762
6 Meridian
Kansas
$1.97M +$1.97M +42,537 New
FSA
763
Franklin Street Advisors
North Carolina
$1.97M +$989K +21,309 +101%
BPCA
764
Bank Pictet & Cie (Asia)
Singapore
$1.97M +$25.3K +546 +1%
GI
765
GS Investments
Minnesota
$1.97M +$1.97M +42,400 New
UAS
766
United Asset Strategies
New York
$1.96M -$1.55M -33,425 -44%
VCA
767
Verdence Capital Advisors
Maryland
$1.96M +$230K +4,966 +13%
TI
768
Tidal Investments
Wisconsin
$1.96M +$311K +6,704 +19%
TAM
769
Trust Asset Management
Texas
$1.94M +$125K +2,699 +7%
ERM
770
Elm Ridge Management
New York
$1.93M -$39K -840 -2%
MIAN
771
Mariner Independent Advisor Network
Kansas
$1.92M -$977K -21,072 -34%
EHC
772
Everett Harris & Co
California
$1.91M -$128K -2,750 -6%
MWP
773
Meridian Wealth Partners
Pennsylvania
$1.91M +$20.5K +442 +1%
SG
774
Swarthmore Group
Pennsylvania
$1.91M – – –
SCM
775
Springhouse Capital Management
Connecticut
$1.9M – – –
29 30
31
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