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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 %
CIA
876
Choate Investment Advisors
Massachusetts
$1.42M -$45K -968 -3%
CG
877
Caprock Group
Idaho
$1.42M +$117K +2,522 +9%
WGAM
878
Wilkinson Global Asset Management
New York
$1.42M – – –
MIC
879
Meridian Investment Counsel
California
$1.42M +$9.89K +213 +0.7%
CIA
880
Citadel Investment Advisory
Ohio
$1.41M – – –
FCBT
881
First Citizens Bank & Trust
North Carolina
$1.41M +$114K +2,463 +9%
KFP
882
KB Financial Partners
New Jersey
$1.4M +$196K +4,224 +16%
DA
883
Duality Advisers
Florida
$1.4M +$1.4M +30,209 New
MIM
884
Marco Investment Management
Georgia
$1.39M -$46 -1 -0%
MCM
885
Monarch Capital Management
Indiana
$1.38M -$4.64K -100 -0.3%
KOC
886
Koss-Olinger Consulting
Florida
$1.38M +$33.6K +723 +2%
VVP
887
Venture Visionary Partners
Ohio
$1.36M +$306K +6,593 +29%
PAM
888
Peak Asset Management
Colorado
$1.36M -$5.8K -125 -0.4%
CFA
889
Carroll Financial Associates
North Carolina
$1.36M +$47.2K +1,018 +4%
OAM
890
Optimal Asset Management
California
$1.36M +$2.41K +52 +0.2%
Lazard Asset Management
891
Lazard Asset Management
New York
$1.36M +$164K +3,537 +14%
HA
892
Heartland Advisors
Wisconsin
$1.35M +$11.3K +243 +0.8%
VNA
893
Valley National Advisers
Pennsylvania
$1.34M -$7.89K -170 -0.6%
PA
894
Parallel Advisors
California
$1.34M +$198K +4,257 +17%
CIC
895
Carnegie Investment Counsel
Ohio
$1.33M -$500K -10,770 -27%
GC
896
Gilbert & Cook
Iowa
$1.33M +$6.5K +140 +0.5%
EM
897
Excalibur Management
Massachusetts
$1.33M -$417K -8,981 -24%
SAM
898
Silvercrest Asset Management
New York
$1.32M +$15.8K +340 +1%
PP
899
Palladium Partners
Virginia
$1.32M -$1.16K -25 -0.1%
BBA
900
BLB&B Advisors
Pennsylvania
$1.31M +$101K +2,178 +8%
34 35
36
37 38