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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 %
NB
951
Nicolet Bankshares
Wisconsin
$1.16M – – –
CCM
952
Compton Capital Management
Rhode Island
$1.16M -$21.7K -480 -2%
CA
953
Cumberland Advisors
Florida
$1.15M – – –
ANRIA
954
American National Registered Investment Advisor
Texas
$1.14M -$10.2K -225 -0.9%
BCM
955
Boltwood Capital Management
California
$1.14M – – –
AIIMS
956
Analyst IMS Investment Management Services
Israel
$1.14M +$121K +2,676 +12%
CF
957
Centaurus Financial
California
$1.14M -$18.1K -400 -2%
FCI
958
Financial Counselors Inc
Kansas
$1.13M -$190K -4,192 -14%
CC
959
Cadinha & Co
Hawaii
$1.13M – – –
IA
960
Insight Advisors
Pennsylvania
$1.13M -$17K -372 -1%
AL
961
Aspiriant LLC
California
$1.13M +$119K +2,632 +12%
BFEC
962
Benjamin F. Edwards & Company
Missouri
$1.12M +$407K +8,984 +57%
SBIA
963
Sheaff Brock Investment Advisors
Indiana
$1.12M -$18K -398 -2%
VFA
964
Voya Financial Advisors
Connecticut
$1.12M -$4.25M -94,859 -79%
LWANC
965
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.12M +$143K +3,149 +15%
PA
966
Parallel Advisors
California
$1.12M +$199K +4,402 +22%
TCM
967
Telos Capital Management
California
$1.12M -$9.06K -200 -0.8%
BMO
968
Beck Mack & Oliver
New York
$1.11M +$37.8K +835 +4%
HCM
969
Hutchinson Capital Management
California
$1.11M -$34.2K -755 -3%
CBT
970
CoreFirst Bank & Trust
Kansas
$1.11M -$16.7K -370 -1%
EW
971
Evoke Wealth
California
$1.11M -$770 -17 -0.1%
GC
972
GFG Capital
Florida
$1.1M +$5.84K +129 +0.5%
QCIG
973
Quad-Cities Investment Group
Iowa
$1.1M +$43.9K +969 +4%
JWM
974
Jeppson Wealth Management
California
$1.09M +$15.6K +345 +1%
IC
975
Intersect Capital
California
$1.09M +$182K +4,019 +20%
37 38
39
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