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Wells Fargo
WFC

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1B
2
BlackRock
BlackRock
New York
+$697M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$520M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$418M
5
Boston Partners
Boston Partners
Massachusetts
+$381M

Top Sellers

1
Sanders Capital
Sanders Capital
Florida
-$823M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$366M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$362M
4
Deutsche Bank
Deutsche Bank
Germany
-$234M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
851
Avidian Wealth Enterprises
Texas
$1.57M -$69.8K -1,541 -4%
DPIM
852
Duff & Phelps Investment Management
Illinois
$1.57M – – –
FFS
853
Founders Financial Securities
Maryland
$1.55M +$48.9K +1,080 +3%
OC
854
Oarsman Capital
Wisconsin
$1.54M +$26.5K +586 +2%
FMT
855
First Mercantile Trust
Tennessee
$1.53M -$188K -4,151 -11%
CNBTD
856
Citizens National Bank Trust Department
Mississippi
$1.53M -$59.6K -1,315 -4%
HI
857
Hoey Investments
Pennsylvania
$1.53M +$1.53M +33,725 New
OAM
858
Occidental Asset Management
California
$1.5M +$63.5K +1,403 +4%
PI
859
PFS Investments
Georgia
$1.5M +$136K +3,096 +10%
FFN
860
Focus Financial Network
Minnesota
$1.5M +$184K +4,055 +14%
TMAM
861
Tokio Marine Asset Management
Japan
$1.49M +$202K +4,453 +16%
AA
862
Ancora Advisors
Ohio
$1.48M -$68.1K -1,505 -4%
LF
863
Lee Financial
Texas
$1.48M -$9.51K -210 -0.6%
GC
864
Grimes & Company
Massachusetts
$1.48M -$16.3K -360 -1%
MAWCM
865
Mine & Arao Wealth Creation & Management
California
$1.48M -$3.17K -70 -0.2%
CSM
866
CAMG Solamere Management
North Carolina
$1.48M – – –
NP
867
NorthRock Partners
Minnesota
$1.47M +$1.47M +32,379 New
SWM
868
Spire Wealth Management
Virginia
$1.47M -$414K -8,988 -22%
SC
869
Sawyer & Company
Massachusetts
$1.46M -$12.7K -280 -0.9%
SACTSONJ
870
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.46M – – –
Fiera Capital (Canada)
871
Fiera Capital (Canada)
Quebec, Canada
$1.45M -$132K -2,906 -8%
WTC
872
WhitTier Trust Company
Nevada
$1.45M -$29.8K -658 -2%
SSI
873
Scott & Selber Inc
Texas
$1.45M -$3.49K -77 -0.2%
TNB
874
Thomasville National Bank
Georgia
$1.44M +$59.5K +1,314 +4%
1SB
875
1ST Source Bank
Indiana
$1.44M – – –
33 34
35
36 37