WFC icon

Wells Fargo

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
Name Holding Trade Value Shares
Change
Shares
Change %
NB
776
NBT Bank
New York
$2.02M -$56.5K -1,248 -3%
Bessemer Group
777
Bessemer Group
New Jersey
$1.99M -$10.4K -229 -0.5%
EHC
778
Everett Harris & Co
California
$1.99M -$62.3K -1,375 -3%
AWM
779
Altium Wealth Management
New York
$1.99M +$43.6K +963 +2%
SW
780
SVB Wealth
Massachusetts
$1.98M -$16.2K -358 -0.8%
AF
781
Allworth Financial
California
$1.98M +$113K +2,487 +6%
FHB
782
First Hawaiian Bank
Hawaii
$1.96M +$139K +3,071 +8%
WHG
783
Westwood Holdings Group
Texas
$1.94M +$20.9K +461 +1%
DT
784
Diversified Trust
Tennessee
$1.93M +$89.6K +1,979 +5%
HTC
785
Haverford Trust Company
Pennsylvania
$1.93M +$270K +5,960 +16%
ERM
786
Elm Ridge Management
New York
$1.92M -$729K -16,095 -27%
SIM
787
Sentry Investment Management
Wisconsin
$1.91M +$645K +14,243 +51%
SG
788
Swarthmore Group
Pennsylvania
$1.91M +$36.4K +803 +2%
BPCA
789
Bank Pictet & Cie (Asia)
Singapore
$1.9M -$181K -4,007 -9%
OPS
790
Orion Portfolio Solutions
Nebraska
$1.9M +$242K +5,347 +15%
FTDI
791
First Trust Direct Indexing
Massachusetts
$1.86M +$394K +8,705 +27%
SCM
792
Springhouse Capital Management
Connecticut
$1.86M -$7.02M -155,000 -79%
ETI
793
Enterprise Trust & Investment
California
$1.86M -$11.3K -250 -0.6%
IA
794
IFP Advisors
Florida
$1.85M -$30.2K -665 -2%
MYLI
795
Meiji Yasuda Life Insurance
Japan
$1.85M +$754K +16,655 +69%
4WM
796
44 Wealth Management
Oregon
$1.85M +$208K +4,587 +13%
MWP
797
Meridian Wealth Partners
Pennsylvania
$1.84M -$31.1K -687 -2%
APC
798
Aristotle Pacific Capital
California
$1.84M
OCM
799
One Capital Management
California
$1.84M +$98.5K +2,176 +6%
CS
800
Cannell & Spears
New York
$1.83M