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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 %
FAM
1001
Fulcrum Asset Management
United Kingdom
$1.01M -$968K – –
IC
1002
Intersect Capital
California
$1M -$116K -2,505 -10%
HT
1003
HighTower Trust
Texas
$1M +$16.2K +349 +2%
ECM
1004
Evergreen Capital Management
Washington
$1M +$467K +10,072 +88%
WTB
1005
Washington Trust Bank
Washington
$997K -$108K -2,317 -10%
FWCM
1006
Ferguson Wellman Capital Management
Oregon
$994K – – –
Jones Financial Companies
1007
Jones Financial Companies
Missouri
$993K +$158K +3,399 +19%
PWP
1008
Principle Wealth Partners
Connecticut
$992K -$464 -10 -0%
DTC
1009
Davidson Trust Company
Washington
$987K -$35K -754 -3%
RWM
1010
Ritholtz Wealth Management
New York
$985K +$37.9K +816 +4%
AI
1011
Accredited Investors
Minnesota
$984K -$36.1K -779 -4%
HBT
1012
Heartland Bank & Trust
Illinois
$984K +$984K +21,199 New
BBNA
1013
Bremer Bank National Association
Minnesota
$974K -$32K -690 -3%
FCCM
1014
First City Capital Management
Georgia
$970K -$4.46K -96 -0.5%
PAS
1015
Park Avenue Securities
New York
$964K +$95.8K +2,064 +11%
TBA
1016
Tower Bridge Advisors
Pennsylvania
$963K -$9.28K -200 -1%
UFF
1017
USA Financial Formulas
Michigan
$960K +$907K +19,539 +1,699%
IRC
1018
Investors Research Corp
Georgia
$959K +$1.63K +35 +0.2%
QTM
1019
qPULA Trading Management
New York
$958K +$958K +20,642 New
AWMT
1020
AAFMAA Wealth Management & Trust
North Carolina
$953K – – –
CC
1021
Centiva Capital
New York
$950K -$4.89M -105,321 -84%
EH
1022
Equitable Holdings
New York
$946K -$24.3K -523 -3%
SIC
1023
Salem Investment Counselors
North Carolina
$944K +$15.9K +342 +2%
DSC
1024
Duncker Streett & Co
Missouri
$940K -$246K -5,295 -21%
MCM
1025
Mengis Capital Management
Oregon
$938K -$339K -7,300 -27%
39 40
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