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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 %
CAN
1026
Claraphi Advisory Network
United States
$931K -$95.1K -2,050 -9%
NCM
1027
Narwhal Capital Management
Georgia
$929K +$110K +2,381 +14%
HA
1028
Harbor Advisors
Florida
$928K – – –
BOC
1029
Barbara Oil Co
Illinois
$928K – – –
ICG
1030
InterOcean Capital Group
Tennessee
$923K – – –
ARM
1031
Adirondack Research & Management
New York
$923K +$46 +1 +0%
FB
1032
Fulton Bank
Pennsylvania
$919K +$274K +5,893 +42%
FMTC
1033
Farmers & Merchants Trust Company
California
$915K +$12.9K +278 +1%
FMT
1034
First Mercantile Trust
Tennessee
$914K -$657K -14,152 -42%
AIC
1035
Ameritas Investment Company
Nebraska
$914K +$565K +12,182 +162%
BRWM
1036
B. Riley Wealth Management
Tennessee
$912K +$912K +19,642 New
MGWM
1037
Marks Group Wealth Management
Minnesota
$908K +$158K +3,409 +21%
QCG
1038
Quadrant Capital Group
Ohio
$906K +$77K +1,660 +9%
KA
1039
Kovack Advisors
Florida
$903K +$98.1K +2,113 +12%
PMA
1040
Prudent Man Advisors
Illinois
$902K -$6.96K -150 -0.8%
SQA
1041
Simon Quick Advisors
New Jersey
$902K +$775K +16,702 +611%
MMHP
1042
Murphy Middleton Hinkle & Parker
Georgia
$900K -$1.86K -40 -0.2%
MA
1043
Mutual Advisors
Nebraska
$896K -$52.8K -1,138 -6%
MMPW
1044
Mitchell McLeod Pugh & Williams
Alabama
$893K +$76.4K +1,648 +9%
GCM
1045
Glynn Capital Management
California
$889K – – –
FBT
1046
First Bank & Trust
South Dakota
$882K – – –
WVP
1047
Worth Venture Partners
New Jersey
$881K – – –
CW
1048
CreativeOne Wealth
Kansas
$880K +$35.3K +760 +4%
AA
1049
Argent Advisors
Louisiana
$873K +$456K +9,820 +109%
FWM
1050
Foresight Wealth Management
Utah
$871K +$14.4K +310 +2%
40 41
42
43 44