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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 %
VAS
826
Vestmark Advisory Solutions
Massachusetts
$1.66M +$32.7K +705 +2%
BHB
827
Bank Hapoalim BM
Israel
$1.66M -$35.5K -765 -2%
CAM
828
Carret Asset Management
New York
$1.66M -$212K -4,579 -11%
MI
829
Markston International
New York
$1.65M -$2M -43,078 -55%
OAM
830
Occidental Asset Management
California
$1.64M +$103K +2,225 +7%
AMM
831
American Money Management
California
$1.64M +$4.41K +95 +0.3%
AWE
832
Avidian Wealth Enterprises
Texas
$1.64M +$32.6K +703 +2%
PTC
833
Private Trust Company
Ohio
$1.64M +$450K +9,691 +38%
SS
834
Sunbelt Securities
Texas
$1.64M – – –
MIH
835
Meitav Investment House
Israel
$1.63M -$51.4K -1,100 -3%
SWM
836
Spire Wealth Management
Virginia
$1.63M +$141K +3,022 +10%
MAM
837
Marotta Asset Management
Virginia
$1.63M – – –
AA
838
AF Advisors
California
$1.63M -$139K -3,000 -8%
NHC
839
Nicholas Hoffman & Company
Georgia
$1.62M -$42.5K -915 -3%
Assenagon Asset Management
840
Assenagon Asset Management
Luxembourg
$1.62M +$1.62M +34,968 New
MC
841
Martin & Co
Tennessee
$1.61M +$142K +3,065 +10%
DPIM
842
Duff & Phelps Investment Management
Illinois
$1.61M – – –
FFS
843
Founders Financial Securities
Maryland
$1.58M -$8.4K -181 -0.5%
CNBTD
844
Citizens National Bank Trust Department
Mississippi
$1.57M – – –
WT
845
Washington Trust
Rhode Island
$1.56M -$120K -2,589 -7%
JWCA
846
J.W. Cole Advisors
Florida
$1.56M -$62.1K -1,339 -4%
OC
847
Oarsman Capital
Wisconsin
$1.55M -$21.5K -463 -1%
SAM
848
Selway Asset Management
$1.55M -$186K -4,000 -11%
LF
849
Lee Financial
Texas
$1.54M +$21.3K +459 +1%
PAM
850
Palisade Asset Management
Minnesota
$1.54M -$321K -6,914 -17%
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34
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