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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 %
SWM
901
SeaCrest Wealth Management
New York
$1.31M +$41.8K +900 +3%
FHA
902
First Horizon Advisors
Tennessee
$1.3M +$28K +605 +2%
HW
903
Hancock Whitney
Mississippi
$1.3M -$131K -2,824 -9%
BCWM
904
Bartlett & Co Wealth Management
Ohio
$1.29M -$113K -2,425 -8%
BC
905
Bartlett & Co
Ohio
$1.29M -$113K -2,425 -8%
FFBTD
906
First Financial Bank - Trust Division
Ohio
$1.29M -$18.6K -401 -1%
NL
907
NVWM LLC
Pennsylvania
$1.29M +$67.2K +1,448 +6%
PK
908
Pflug Koory
Nebraska
$1.29M -$11.8K -255 -0.9%
VIM
909
Vista Investment Management
Pennsylvania
$1.27M -$975 -21 -0.1%
NCM
910
Northside Capital Management
Oregon
$1.26M -$23.8K -513 -2%
CPIG
911
Chicago Partners Investment Group
Illinois
$1.26M -$68.7K -1,357 -5%
GJIC
912
Gamble Jones Investment Counsel
California
$1.25M +$671K +14,445 +115%
RSVP
913
Ramsay Stattman Vela & Price
Colorado
$1.25M -$192K -4,145 -13%
BOM
914
Bank of Marin
California
$1.25M – – –
AT
915
Arden Trust
Delaware
$1.25M -$80.8K -1,742 -6%
VCM
916
Virtue Capital Management
Tennessee
$1.25M -$46.5K -1,001 -4%
IA
917
Insight Advisors
Pennsylvania
$1.25M +$3.24K +64 +0.3%
SWA
918
Stratos Wealth Advisors
Ohio
$1.25M -$457K -9,856 -27%
BFEC
919
Benjamin F. Edwards & Company
Missouri
$1.25M +$97.3K +2,096 +8%
WA
920
WP Advisors
California
$1.24M +$5.43K +117 +0.4%
HIC
921
Holderness Investments Company
North Carolina
$1.24M +$25.2K +544 +2%
BCFD
922
Boit C.F. David
$1.23M – – –
RL
923
Ruffer LLP
United Kingdom
$1.22M – – –
NEI
924
Northwest & Ethical Investments
Ontario, Canada
$1.21M – – –
IIM
925
Intact Investment Management
Quebec, Canada
$1.21M -$3.21M -69,100 -73%
35 36
37
38 39