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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 %
CA
776
Cullinan Associates
Kentucky
$1.89M +$46.4K +1,000 +3%
ETI
777
Enterprise Trust & Investment
California
$1.89M -$9.28K -200 -0.5%
APC
778
Aristotle Pacific Capital
California
$1.89M – – –
OPS
779
Orion Portfolio Solutions
Nebraska
$1.89M -$57.2K -1,233 -3%
CIA
780
Cohen Investment Advisors
New Hampshire
$1.88M +$14.8K +320 +0.8%
4WM
781
44 Wealth Management
Oregon
$1.88M -$9.65K -208 -0.5%
OCM
782
One Capital Management
California
$1.88M -$6.91K -149 -0.4%
CS
783
Cannell & Spears
New York
$1.88M – – –
CMTU
784
Capital Markets Trading (UK)
United Kingdom
$1.87M -$20.5M -435,435 -92%
PFM
785
Patton Fund Management
Texas
$1.87M +$1.87M +40,344 New
MPIA
786
Mountain Pacific Investment Advisers
Idaho
$1.87M -$5.52K -119 -0.3%
PI
787
PFS Investments
Georgia
$1.87M +$126K +2,476 +7%
JSL
788
JT Stratford LLC
Georgia
$1.86M +$6.5K +140 +0.4%
UM
789
Ulysses Management
New York
$1.86M -$928K -20,000 -33%
DILIC
790
Dai-ichi Life Insurance Company
Japan
$1.84M -$237K -5,115 -11%
NRS
791
Neville Rodie & Shaw
New York
$1.84M -$3.62K -78 -0.2%
NCM
792
Northwest Capital Management
Oregon
$1.83M +$73.4K +1,448 +4%
JHCP
793
Jackson Hole Capital Partners
Oklahoma
$1.83M +$113K +2,434 +7%
DT
794
Diversified Trust
Tennessee
$1.82M -$158K -3,394 -8%
MFW
795
Meristem Family Wealth
Minnesota
$1.81M +$750K +16,147 +71%
HBWM
796
Hollow Brook Wealth Management
New York
$1.81M -$44K -947 -2%
SC
797
Sepio Capital
Utah
$1.81M +$87K +1,873 +5%
BPM
798
Bowling Portfolio Management
Ohio
$1.8M -$15K -324 -0.8%
GT
799
Greenleaf Trust
Michigan
$1.8M +$115K +2,470 +7%
TCOT
800
Trust Company of Toledo
Ohio
$1.79M -$34K -732 -2%
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