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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 %
RIA
1001
Realta Investment Advisors
Delaware
$1.02M -$6.53K -144 -0.6%
NEWAS
1002
N.E.W. Advisory Services
Wisconsin
$1.02M +$8.1K +179 +0.8%
AW
1003
Alaethes Wealth
Nevada
$1.01M – – –
CC
1004
Courier Capital
New York
$1.01M +$170K +3,743 +20%
TW
1005
TrinityPoint Wealth
Connecticut
$1.01M +$1.01M +22,346 New
CCM
1006
CAAS Capital Management
New York
$1.01M -$3.66M -80,917 -78%
CFGS
1007
Concourse Financial Group Securities
Alabama
$1.01M -$248K -5,479 -20%
FC
1008
Full18 Capital
Connecticut
$1.01M +$1.01M +22,205 New
CAN
1009
Claraphi Advisory Network
United States
$1M +$1M +22,117 New
DTC
1010
Davidson Trust Company
Washington
$997K -$232K -5,125 -19%
AI
1011
Accredited Investors
Minnesota
$996K -$50.6K -1,118 -5%
PFSC
1012
Peoples Financial Services Corp
Pennsylvania
$996K +$23.8K +525 +2%
TI
1013
Truehand Inc
New Hampshire
$986K – – –
SB
1014
Simmons Bank
Arkansas
$984K -$48.3K -1,066 -5%
BBNA
1015
Bremer Bank National Association
Minnesota
$981K -$226K -5,000 -19%
CCM
1016
Carlson Capital Management
Minnesota
$980K -$8.06K -178 -0.8%
B
1017
Barings
North Carolina
$976K -$1.35M -29,901 -58%
MTIM
1018
Marathon Trading Investment Management
Pennsylvania
$972K -$3.57M -78,762 -79%
CL
1019
Choreo LLC
Illinois
$971K -$54.1K -1,195 -5%
FWCM
1020
Ferguson Wellman Capital Management
Oregon
$970K -$45.3K -1,000 -4%
FMLI
1021
Fukoku Mutual Life Insurance
Japan
$969K +$362K +8,000 +60%
PWP
1022
Principle Wealth Partners
Connecticut
$968K -$58.5K -1,291 -6%
FAM
1023
Fulcrum Asset Management
United Kingdom
$968K -$1M – –
MHS
1024
M Holdings Securities
Oregon
$968K +$21K +463 +2%
IC
1025
Inscription Capital
Texas
$968K +$968K +21,374 New
39 40
41
42 43