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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 %
RM
1026
Resource Management
Louisiana
$966K -$413K -9,129 -30%
GGS
1027
Galvin Gaustad & Stein
Arizona
$965K -$36.2K -800 -4%
HT
1028
HighTower Trust
Texas
$964K -$54.7K -1,207 -5%
PWLP
1029
Prio Wealth Limited Partnership
Massachusetts
$963K -$185K -4,091 -16%
LCM
1030
Logan Capital Management
Pennsylvania
$962K +$56.1K +1,239 +6%
CRWM
1031
Castle Rock Wealth Management
California
$960K +$27.7K +554 +3%
FSA
1032
Franklin Street Advisors
North Carolina
$958K +$47.7K +1,054 +5%
EAM
1033
Erste Asset Management
Austria
$955K -$241K -5,383 -20%
BC
1034
Bridgefront Capital
Texas
$953K +$953K +21,035 New
NFG
1035
Next Financial Group
Texas
$949K -$31.1K -688 -3%
TBA
1036
Tower Bridge Advisors
Pennsylvania
$949K +$376K +8,300 +66%
EH
1037
Equitable Holdings
New York
$947K -$10.5K -232 -1%
DWA
1038
Douglass Winthrop Advisors
New York
$937K – – –
IRC
1039
Investors Research Corp
Georgia
$934K – – –
LCP
1040
Legacy Capital Partners
Wisconsin
$933K +$166K +3,658 +22%
AWMT
1041
AAFMAA Wealth Management & Trust
North Carolina
$930K -$9.06K -200 -1%
MA
1042
Mutual Advisors
Nebraska
$926K -$109K -2,409 -11%
RWM
1043
Ritholtz Wealth Management
New York
$925K +$218K +4,815 +31%
RCAG
1044
Rehmann Capital Advisory Group
Michigan
$918K -$634 -14 -0.1%
PFO
1045
Pathstone Family Office
New Jersey
$910K +$105K +2,327 +13%
BOC
1046
Barbara Oil Co
Illinois
$906K – – –
HA
1047
Harbor Advisors
Florida
$906K – – –
RWA
1048
Redhawk Wealth Advisors
Minnesota
$905K -$294K -6,503 -25%
IWM
1049
IHT Wealth Management
Illinois
$905K -$65K -1,435 -7%
SIC
1050
Salem Investment Counselors
North Carolina
$905K -$3.08K -68 -0.3%
40 41
42
43 44