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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 %
SFA
1101
Sequoia Financial Advisors
Ohio
$783K +$218K +4,815 +39%
SAMC
1102
Spectrum Asset Management (California)
California
$781K -$1.3M -28,768 -63%
PI
1103
Putnam Investments
Massachusetts
$780K -$13.1M -292,790 -94%
HCM
1104
Hodges Capital Management
Texas
$780K -$113K -2,500 -13%
HCM
1105
Hutner Capital Management
Vermont
$775K -$4.98K -110 -0.6%
PCA
1106
Personal Capital Advisors
California
$775K +$90K +1,987 +13%
WWM
1107
Western Wealth Management
Colorado
$773K -$37K -810 -5%
NSAM
1108
North Star Asset Management
Wisconsin
$767K -$1.36K -30 -0.2%
SW
1109
SteelPeak Wealth
California
$765K +$107K +2,367 +16%
AG
1110
AIA Group
Hong Kong
$763K +$763K +17,732 New
QPWM
1111
Quadrant Private Wealth Management
Pennsylvania
$762K – – –
MCM
1112
Manchester Capital Management
Vermont
$759K +$30.4K +671 +4%
SAM
1113
Sequent Asset Management
Texas
$758K -$49.3K -1,088 -6%
TFO
1114
Tarbox Family Office
California
$757K +$57.4K +1,269 +8%
XF
1115
XML Financial
Maryland
$756K -$1.31K -29 -0.2%
MPAM
1116
Murphy Pohlad Asset Management
Minnesota
$755K +$158K +3,483 +26%
CTC
1117
Central Trust Company
Missouri
$754K -$285K -6,300 -27%
JCM
1118
Jacobi Capital Management
Pennsylvania
$747K -$8.84K -195 -1%
BA
1119
Bristlecone Advisors
Washington
$744K +$1.45K +32 +0.2%
JFA
1120
JNBA Financial Advisors
Minnesota
$743K -$45.3K -1,000 -6%
AP
1121
Adero Partners
California
$742K -$85K -1,878 -10%
SCA
1122
Sippican Capital Advisors
Massachusetts
$740K -$4.53K -100 -0.6%
GAG
1123
GM Advisory Group
New York
$736K +$181 +4 +0%
HCM
1124
Highlander Capital Management
New Jersey
$735K -$140K -3,100 -16%
MGWM
1125
Marks Group Wealth Management
Minnesota
$734K -$59.6K -1,314 -8%
43 44
45
46 47