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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 %
NB
951
Nicolet Bankshares
Wisconsin
$1.13M -$51.7K -1,114 -4%
BMO
952
Beck Mack & Oliver
New York
$1.13M -$8.59K -185 -0.8%
GC
953
GFG Capital
Florida
$1.13M – – –
LWANC
954
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.13M -$16.2K -350 -1%
TAM
955
Tealwood Asset Management
Minnesota
$1.13M +$1.13M +24,290 New
QCIG
956
Quad-Cities Investment Group
Iowa
$1.13M +$93 +2 +0%
JWM
957
Jeppson Wealth Management
California
$1.12M +$696 +15 +0.1%
CA
958
Cumberland Advisors
Florida
$1.12M -$58K -1,250 -5%
BL
959
Balentine LLC
Georgia
$1.12M +$778K +16,774 +230%
WI
960
WrapManager Inc
California
$1.12M +$11.8K +254 +1%
CCM
961
Compton Capital Management
Rhode Island
$1.11M -$69.6K -1,500 -6%
TPWA
962
TRUE Private Wealth Advisors
Oregon
$1.11M +$48.3K +1,042 +5%
JIC
963
Joel Isaacson & Co
New York
$1.11M +$534K +11,500 +92%
GIA
964
Gladstone Institutional Advisory
Florida
$1.11M -$665K -14,319 -38%
CBT
965
CoreFirst Bank & Trust
Kansas
$1.1M -$33.4K -720 -3%
BAMF
966
BI Asset Management Fondsmaeglerselskab
Denmark
$1.1M +$493K +10,632 +82%
SRC
967
Sage Rhino Capital
California
$1.09M +$25.3K +545 +2%
AWA
968
Arkadios Wealth Advisors
Georgia
$1.09M -$577K -12,445 -35%
MSR
969
Main Street Research
Connecticut
$1.08M -$305K -6,583 -22%
S
970
SignatureFD
Georgia
$1.08M +$18.1K +389 +2%
HIIFS
971
Harel Insurance Investments & Financial Services
Israel
$1.08M -$88.2K -1,900 -8%
RIA
972
Realta Investment Advisors
Delaware
$1.07M +$31.7K +684 +3%
CWA
973
Core Wealth Advisors
Florida
$1.07M +$1.07M +22,959 New
PFO
974
Pathstone Family Office
New Jersey
$1.07M +$133K +2,862 +14%
RM
975
Resource Management
Louisiana
$1.06M +$72.2K +1,556 +7%
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