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 %
IWA
1126
IVC Wealth Advisors
Pennsylvania
$710K +$371 +8 +0.1%
ACM
1127
AlphaStar Capital Management
North Carolina
$708K +$167K +3,324 +31%
AC
1128
Abbrea Capital
California
$707K +$53.4K +1,150 +8%
BHBT
1129
Burke & Herbert Bank & Trust
Virginia
$703K -$11.8K -255 -2%
WIC
1130
Woodmont Investment Counsel
Tennessee
$700K -$38K -819 -5%
NSIM
1131
North Star Investment Management
Illinois
$699K +$3.34K +72 +0.5%
NICM
1132
Neo Ivy Capital Management
New York
$698K +$698K +27,277 New
DI
1133
Diligent Investors
California
$697K – – –
WA
1134
Waverly Advisors
Alabama
$696K +$1.62K +32 +0.2%
MOS
1135
MGO One Seven
Ohio
$695K +$7.26K +142 +1%
IAIM
1136
International Assets Investment Management
Florida
$695K +$223K +23,355 +47%
CAM
1137
CenterStar Asset Management
Illinois
$685K – – –
CCA
1138
Childress Capital Advisors
Texas
$685K +$265K +5,709 +63%
GT
1139
Glenview Trust
Kentucky
$684K +$202K +4,345 +42%
PFM
1140
Parsec Financial Management
North Carolina
$683K -$12K -240 -2%
TCOV
1141
Trust Company of Vermont
Vermont
$681K -$21.3K -460 -3%
AIA
1142
AIMZ Investment Advisors
California
$681K – – –
BP
1143
BBR Partners
New York
$680K +$124K +2,672 +22%
SB
1144
Sunflower Bank
Texas
$677K -$164K -3,529 -19%
LA
1145
LexAurum Advisors
Kansas
$675K -$49.9K -1,075 -7%
RCM
1146
RB Capital Management
Nevada
$673K -$93 -2 -0%
MAA
1147
Mraz Amerine & Associates
California
$673K – – –
LF
1148
Lantz Financial
Illinois
$670K -$7.24K -156 -1%
ALAM
1149
Asahi Life Asset Management
Japan
$666K -$197K -4,250 -23%
FMBTD
1150
First Midwest Bank Trust Division
Illinois
$666K -$881 -19 -0.1%
44 45
46
47 48