WFC icon

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 %
JFA
1101
JNBA Financial Advisors
Minnesota
$761K – – –
HCM
1102
Highlander Capital Management
New Jersey
$754K – – –
SAM
1103
Sequent Asset Management
Texas
$753K -$23.8K -512 -3%
LCP
1104
Legacy Capital Partners
Wisconsin
$751K -$206K -4,428 -21%
CTC
1105
Central Trust Company
Missouri
$748K -$25.3K -545 -3%
LA
1106
Latitude Advisors
Florida
$745K +$381K +8,211 +105%
SW
1107
SteelPeak Wealth
California
$743K -$41.5K -894 -5%
LJAC
1108
L.J. Altfest & Co
New York
$743K +$1.9K +41 +0.3%
BA
1109
Bristlecone Advisors
Washington
$742K -$20.6K -443 -3%
WA
1110
Waddell & Associates
Tennessee
$742K -$6.41K -138 -0.9%
CG
1111
Colony Group
Massachusetts
$742K +$51.1K +1,101 +7%
PCFFS
1112
Pacific Center for Financial Services
California
$741K +$38.9K +838 +6%
MC
1113
Maverick Capital
Texas
$739K +$709K +15,275 +2,361%
EW
1114
Element Wealth
Mississippi
$738K -$1.39K -30 -0.2%
DA
1115
Doliver Advisors
Texas
$738K +$11.6K +250 +2%
WA1
1116
Wimmer Associates 1
California
$737K -$15.8K -340 -2%
VIA
1117
Vident Investment Advisory
Georgia
$736K +$165K +3,569 +29%
ST
1118
Smithfield Trust
Pennsylvania
$731K -$9.25K -200 -1%
BCM
1119
Brookstone Capital Management
Illinois
$730K +$29.9K +648 +4%
SG
1120
Stonnington Group
California
$728K -$31.2K -650 -4%
CRC
1121
Curi RMB Capital
Illinois
$723K +$46.4K +1,000 +7%
AWM
1122
Apollon Wealth Management
South Carolina
$722K +$26.3K +568 +4%
B
1123
Barings
North Carolina
$721K -$280K -6,021 -28%
LNWTC
1124
Laird Norton Wetherby Trust Company
Washington
$717K -$106K -2,287 -13%
CFG
1125
Citizens Financial Group
Rhode Island
$714K -$21.3K -459 -3%
43 44
45
46 47