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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 %
BMA
801
Brooks Moore & Associates
Tennessee
$1.78M -$22.1K -477 -1%
GRP
802
Global Retirement Partners
California
$1.78M +$579K +12,468 +48%
AF
803
Alerus Financial
North Dakota
$1.77M -$996K -21,461 -36%
MIM
804
Miller Investment Management
Pennsylvania
$1.77M – – –
OFS
805
Oldfather Financial Services
Nebraska
$1.77M – – –
WG
806
Winton Group
United Kingdom
$1.77M +$411K +8,867 +30%
LNC
807
Lincoln National Corp
Pennsylvania
$1.77M -$9.56K -206 -0.5%
SIM
808
Sentry Investment Management
Wisconsin
$1.76M -$200K -4,306 -10%
TMAM
809
Tokio Marine Asset Management
Japan
$1.76M +$232K +4,998 +15%
AA
810
Ancora Advisors
Ohio
$1.74M +$220K +4,732 +14%
HB
811
Homrich & Berg
Georgia
$1.74M +$125K +2,702 +8%
TCM
812
Teza Capital Management
Illinois
$1.73M +$1.73M +37,285 New
VF
813
Virtu Financial
New York
$1.73M +$1.73M +37,201 New
HCP
814
Holt Capital Partners
Texas
$1.72M -$16.2K -350 -0.9%
TFA
815
Trinity Financial Advisors
Ohio
$1.72M +$256K +5,510 +17%
ANTB
816
AMG National Trust Bank
Colorado
$1.71M -$4.91M -105,698 -74%
AAM
817
Auxier Asset Management
Oregon
$1.71M +$58K +1,250 +4%
DCM
818
Dupont Capital Management
Delaware
$1.7M -$1.64M -35,383 -49%
CWM
819
Circle Wealth Management
New Jersey
$1.69M -$407K -8,775 -19%
MCAI
820
Members Capital Advisors Inc
Wisconsin
$1.68M – – –
MAWCM
821
Mine & Arao Wealth Creation & Management
California
$1.67M +$159K +3,435 +11%
SSW
822
Smith Shellnut Wilson
Mississippi
$1.67M +$46.4K +1,000 +3%
IWC
823
Integrated Wealth Concepts
Massachusetts
$1.67M +$376K +8,094 +29%
ZCA
824
Zeke Capital Advisors
Pennsylvania
$1.67M -$447K -9,624 -21%
BSI
825
Bennett Selby Investments
Maine
$1.66M -$4.69K -101 -0.3%
31 32
33
34 35