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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 %
NWS
1076
Newport Wealth Strategies
California
$813K +$2.41K +52 +0.3%
PI
1077
Putnam Investments
Massachusetts
$812K +$4.55K +98 +0.6%
ACA
1078
Atlas Capital Advisors
Wyoming
$811K +$619K +13,332 +322%
CIP
1079
Convergence Investment Partners
Florida
$810K -$245K -5,274 -23%
TCPWM
1080
Traverso Chambers Private Wealth Management
California
$804K +$46 +1 +0%
AF
1081
Advisornet Financial
Minnesota
$803K -$251K -5,407 -24%
KMWM
1082
Keudell/Morrison Wealth Management
Oregon
$802K -$73K -1,574 -8%
PCA
1083
Personal Capital Advisors
California
$802K +$8.72K +188 +1%
SC
1084
SouthState Corp
Florida
$800K -$21.4K -461 -3%
SIA
1085
Soltis Investment Advisors
Utah
$797K -$21.5K -462 -3%
GTCM
1086
Gyon Technologies Capital Management
New Jersey
$794K +$794K +17,106 New
ACS
1087
Archford Capital Strategies
Illinois
$784K +$55.3K +1,193 +8%
IAN
1088
Integrated Advisors Network
Texas
$781K -$68.1K -1,467 -8%
TFO
1089
Tarbox Family Office
California
$780K +$4.04K +87 +0.5%
HCM
1090
Hutner Capital Management
Vermont
$777K -$17.4K -375 -2%
MPAM
1091
Murphy Pohlad Asset Management
Minnesota
$774K – – –
XF
1092
XML Financial
Maryland
$773K -$1.25K -27 -0.2%
BOTW
1093
Bank of the West
California
$769K -$50.8K -1,095 -6%
AP
1094
Adero Partners
California
$769K +$8.35K +180 +1%
NSAM
1095
North Star Asset Management
Wisconsin
$768K -$17.9K -385 -2%
GAG
1096
GM Advisory Group
New York
$768K +$13.9K +300 +2%
SCA
1097
Sippican Capital Advisors
Massachusetts
$767K +$9.56K +206 +1%
JIP
1098
Jaffetilchin Investment Partners
Florida
$766K -$944K -20,334 -55%
BIA
1099
Biondo Investment Advisors
Pennsylvania
$764K +$10.4K +223 +1%
QCM
1100
Quest Capital Management
Texas
$764K +$28.6K +617 +4%
42 43
44
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