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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 %
EAM
976
Erste Asset Management
Austria
$1.06M +$58.9K +1,253 +6%
WAM
977
Wakefield Asset Management
Colorado
$1.06M +$7.61K +164 +0.7%
GLLW
978
Graves Light Lenhart Wealth
Virginia
$1.06M +$6.96K +150 +0.7%
FCI
979
Financial Counselors Inc
Kansas
$1.06M -$104K -2,236 -9%
NEWAS
980
N.E.W. Advisory Services
Wisconsin
$1.05M +$8.31K +179 +0.8%
JG
981
Jefferies Group
New York
$1.05M -$415K -8,936 -28%
NCM
982
Neumann Capital Management
California
$1.05M -$52.4K -1,129 -5%
RPC
983
Rossmore Private Capital
Connecticut
$1.04M – – –
GFP
984
Gryphon Financial Partners
Ohio
$1.04M -$402K -8,653 -28%
FNT
985
First National Trust
Pennsylvania
$1.04M -$49.2K -1,061 -5%
TW
986
TrinityPoint Wealth
Connecticut
$1.04M +$2.32K +50 +0.2%
AW
987
Alaethes Wealth
Nevada
$1.04M – – –
WHG
988
Westwood Holdings Group
Texas
$1.03M -$952K -20,490 -48%
CL
989
Choreo LLC
Illinois
$1.03M +$38.4K +826 +4%
CC
990
Courier Capital
New York
$1.03M -$5.62K -121 -0.5%
CFGS
991
Concourse Financial Group Securities
Alabama
$1.03M -$510 -11 -0%
EN1L
992
Engine No 1 LLC
California
$1.03M +$414K +8,914 +67%
SB
993
Simmons Bank
Arkansas
$1.02M +$15K +324 +1%
PFSC
994
Peoples Financial Services Corp
Pennsylvania
$1.02M – – –
CCM
995
Carlson Capital Management
Minnesota
$1.02M +$12.8K +276 +1%
IAMOG
996
Investors Asset Management of Georgia
Georgia
$1.01M -$60.3K -1,299 -6%
PVH
997
Psagot Value Holdings
Israel
$1.01M +$374K +8,060 +58%
RCAG
998
Rehmann Capital Advisory Group
Michigan
$1.01M +$71.2K +1,534 +8%
TI
999
Truehand Inc
New Hampshire
$1.01M – – –
AP
1000
Appleton Partners
Massachusetts
$1.01M -$35.9K -773 -3%
38 39
40
41 42