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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 %
IAN
1076
Integrated Advisors Network
Texas
$828K -$9.55K -211 -1%
GIA
1077
GHP Investment Advisors
Colorado
$824K +$80.8K +1,783 +11%
CW
1078
CreativeOne Wealth
Kansas
$824K +$291K +6,429 +55%
CCM
1079
Chilton Capital Management
Texas
$823K +$156K +3,454 +23%
ROTUOC
1080
Regents of the University of California
California
$820K – – –
SB
1081
Sunflower Bank
Texas
$820K +$490K +10,816 +148%
ZIM
1082
Zacks Investment Management
Illinois
$819K -$63.8M -1,409,634 -99%
Jones Financial Companies
1083
Jones Financial Companies
Missouri
$815K -$165K -3,656 -17%
SCM
1084
Sterneck Capital Management
Missouri
$810K -$19.5K -429 -2%
QCG
1085
Quadrant Capital Group
Ohio
$809K +$106K +2,347 +15%
CC
1086
Chicago Capital
Illinois
$808K – – –
GSEP
1087
Golden State Equity Partners
California
$807K +$255K +5,626 +46%
TPMI
1088
Tilden Park Management I
New York
$806K – – –
SFG
1089
Summit Financial Group
West Virginia
$805K +$538K +11,889 +202%
LNWTC
1090
Laird Norton Wetherby Trust Company
Washington
$803K +$140K +3,093 +21%
SC
1091
SouthState Corp
Florida
$802K +$37.4K +825 +5%
BOTW
1092
Bank of the West
California
$800K -$97.1K -2,144 -11%
SIA
1093
SkyView Investment Advisors
New Jersey
$800K – – –
NCM
1094
Narwhal Capital Management
Georgia
$799K -$183K -4,034 -19%
SIA
1095
Soltis Investment Advisors
Utah
$798K -$12.7K -281 -2%
MMPW
1096
Mitchell McLeod Pugh & Williams
Alabama
$797K +$19.5K +430 +3%
NWS
1097
Newport Wealth Strategies
California
$791K +$3.44K +76 +0.4%
GFP
1098
Gryphon Financial Partners
Ohio
$789K +$111K +4,383 +16%
KA
1099
Kovack Advisors
Florida
$786K +$23.2K +513 +3%
TCPWM
1100
Traverso Chambers Private Wealth Management
California
$785K -$5.75K -127 -0.7%
42 43
44
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