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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 %
HI
851
Hoey Investments
Pennsylvania
$1.54M -$30.5K -657 -2%
RIL
852
Rothschild Investment LLC
Illinois
$1.53M -$627K -13,500 -29%
FWM
853
Frontier Wealth Management
Missouri
$1.52M +$60.1K +1,294 +4%
BAM
854
Belpointe Asset Management
Nevada
$1.52M +$41.6K +895 +3%
CSM
855
CAMG Solamere Management
North Carolina
$1.51M – – –
SCM
856
Sterneck Capital Management
Missouri
$1.51M +$684K +14,741 +83%
GC
857
Grimes & Company
Massachusetts
$1.51M -$6.22K -134 -0.4%
FFN
858
Focus Financial Network
Minnesota
$1.5M -$37.3K -803 -2%
AG
859
AIA Group
Hong Kong
$1.5M +$674K +14,516 +82%
TWM
860
TriaGen Wealth Management
California
$1.5M +$1.5M +32,263 New
SACTSONJ
861
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.49M – – –
Fiera Capital (Canada)
862
Fiera Capital (Canada)
Quebec, Canada
$1.48M -$6.27K -135 -0.4%
WTC
863
WhitTier Trust Company
Nevada
$1.48M -$14.1K -305 -0.9%
TWM
864
Tradition Wealth Management
Minnesota
$1.47M +$5.34K +115 +0.4%
H
865
HoyleCohen
California
$1.47M -$29.1K -627 -2%
Luther King Capital Management (LKCM)
866
Luther King Capital Management (LKCM)
Texas
$1.47M +$75.9K +1,636 +5%
1SB
867
1ST Source Bank
Indiana
$1.47M -$5.11K -110 -0.3%
LIM
868
Leavell Investment Management
Alabama
$1.46M -$87.6K -1,888 -6%
TNB
869
Thomasville National Bank
Georgia
$1.46M -$15.6K -336 -1%
SC
870
Sawyer & Company
Massachusetts
$1.46M -$37.6K -810 -3%
SSI
871
Scott & Selber Inc
Texas
$1.44M -$43.1K -928 -3%
LCOV
872
London Company of Virginia
Virginia
$1.44M -$1.15M -24,860 -44%
BCV
873
Banque Cantonale Vaudoise
Switzerland
$1.44M +$1.09M +23,385 +305%
RWA
874
Roberts Wealth Advisors
California
$1.42M +$1.42M +30,675 New
RT
875
Rockland Trust
Massachusetts
$1.42M -$846K -18,222 -37%
33 34
35
36 37