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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 %
BAM
876
Belpointe Asset Management
Nevada
$1.44M +$51.9K +1,146 +4%
MC
877
Martin & Co
Tennessee
$1.44M -$88.9K -1,962 -6%
TWM
878
Tradition Wealth Management
Minnesota
$1.43M +$317 +7 +0%
CIA
879
Choate Investment Advisors
Massachusetts
$1.43M – – –
FWM
880
Frontier Wealth Management
Missouri
$1.43M +$63.2K +1,396 +5%
TFA
881
Trinity Financial Advisors
Ohio
$1.43M +$1.43M +31,508 New
JG
882
Jefferies Group
New York
$1.43M +$1.06M +23,311 +285%
RSVP
883
Ramsay Stattman Vela & Price
Colorado
$1.41M -$65.6K -1,448 -4%
LWAC
884
Laurel Wealth Advisors (California)
California
$1.4M -$169K -3,720 -11%
HW
885
Hancock Whitney
Mississippi
$1.4M -$239K -5,266 -15%
WGAM
886
Wilkinson Global Asset Management
New York
$1.39M – – –
WPW
887
Waldron Private Wealth
Pennsylvania
$1.38M +$1.03M +22,648 +293%
CIA
888
Citadel Investment Advisory
Ohio
$1.38M -$130K -2,880 -9%
MIC
889
Meridian Investment Counsel
California
$1.37M +$60.5K +1,336 +5%
BCWM
890
Bartlett & Co Wealth Management
Ohio
$1.37M -$2.27K -50 -0.2%
BC
891
Bartlett & Co
Ohio
$1.37M -$2.26K -50 -0.2%
JIP
892
Jaffetilchin Investment Partners
Florida
$1.37M +$748K +20,185 +121%
Luther King Capital Management (LKCM)
893
Luther King Capital Management (LKCM)
Texas
$1.36M +$64.9K +1,434 +5%
MIM
894
Marco Investment Management
Georgia
$1.36M +$1.36K +30 +0.1%
CGL
895
Clarius Group LLC
Washington
$1.35M +$73.2K +1,615 +6%
MSR
896
Main Street Research
Connecticut
$1.35M +$112K +2,469 +9%
MCM
897
Monarch Capital Management
Indiana
$1.35M -$36.2K -800 -3%
XWM
898
Xcel Wealth Management
Florida
$1.34M +$4.21K +93 +0.3%
PAM
899
Peak Asset Management
Colorado
$1.33M -$590K -13,019 -31%
WG
900
Winton Group
United Kingdom
$1.33M +$1.33M +29,323 New
34 35
36
37 38