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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 %
WA1
1126
Wimmer Associates 1
California
$734K -$14.9K -330 -2%
BIA
1127
Biondo Investment Advisors
Pennsylvania
$734K – – –
PFGIA
1128
Patriot Financial Group Insurance Agency
Massachusetts
$726K +$468K +10,336 +181%
ST
1129
Smithfield Trust
Pennsylvania
$725K -$154K -3,400 -18%
QSS
1130
Quantitative Systematic Strategies
Florida
$723K -$1.28M -28,351 -64%
LJAC
1131
L.J. Altfest & Co
New York
$723K -$19.7K -436 -3%
WIC
1132
Woodmont Investment Counsel
Tennessee
$721K -$103K -2,280 -13%
CCM
1133
Coldstream Capital Management
Washington
$721K -$32.4K -716 -4%
EW
1134
Element Wealth
Mississippi
$721K +$9.46K +209 +1%
RCM
1135
Requisite Capital Management
Texas
$720K – – –
CFG
1136
Citizens Financial Group
Rhode Island
$718K -$67.7K -1,494 -9%
QCM
1137
Quest Capital Management
Texas
$718K +$61.8K +1,364 +9%
ACS
1138
Archford Capital Strategies
Illinois
$711K -$181K -3,997 -20%
HIA
1139
Harbor Investment Advisory
Maryland
$709K -$46.6K -1,030 -6%
DA
1140
Doliver Advisors
Texas
$709K -$4.12K -91 -0.6%
LA
1141
LexAurum Advisors
Kansas
$708K +$112K +2,463 +19%
1CP
1142
17 Capital Partners
Arizona
$704K +$704K +15,550 New
DI
1143
Diligent Investors
California
$697K -$1.85M -40,763 -73%
BHBT
1144
Burke & Herbert Bank & Trust
Virginia
$697K -$15.9K -350 -2%
SCA
1145
Snowden Capital Advisors
New York
$696K +$216K +4,773 +45%
QAM
1146
Q3 Asset Management
Michigan
$693K +$693K +15,364 New
IWA
1147
IVC Wealth Advisors
Pennsylvania
$692K +$181 +4 +0%
WA
1148
Waverly Advisors
Alabama
$691K +$73.5K +1,461 +12%
PCFFS
1149
Pacific Center for Financial Services
California
$686K -$9.79K -216 -1%
FFA
1150
First Foundation Advisors
California
$686K +$85.5K +1,887 +14%
44 45
46
47 48