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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 %
SN
1151
Sittner & Nelson
Oregon
$666K +$54.9K +1,183 +9%
CRWM
1152
Castle Rock Wealth Management
California
$665K -$313K -6,160 -32%
HSA
1153
HBK Sorce Advisory
Pennsylvania
$665K +$13.2K +285 +2%
CC
1154
Cannell & Co
New York
$665K +$16.2K +350 +3%
RWA
1155
RGT Wealth Advisors
Texas
$663K +$34.3K +738 +5%
HIA
1156
Harbor Investment Advisory
Maryland
$661K -$65.5K -1,411 -9%
SAMC
1157
Spectrum Asset Management (California)
California
$660K -$140K -3,014 -17%
Fisher Asset Management
1158
Fisher Asset Management
Washington
$658K -$227K -4,885 -26%
1CP
1159
17 Capital Partners
Arizona
$657K -$65K -1,400 -9%
T
1160
TOBAM
France
$657K – – –
SWM
1161
Shakespeare Wealth Management
Wisconsin
$657K +$12.8K +272 +2%
CNC
1162
Canandaigua National Corp
New York
$653K +$3.85K +83 +0.6%
CPO
1163
Cerity Partners OCIO
New York
$652K -$17.9K -385 -3%
FA
1164
FDx Advisors
Illinois
$649K -$432K -9,303 -40%
IWM
1165
IHT Wealth Management
Illinois
$649K -$278K -5,990 -30%
XSC
1166
X-Square Capital
Puerto Rico
$649K +$47.1K +1,014 +8%
WB
1167
Webster Bank
Connecticut
$645K -$30.1K -650 -4%
SHJ
1168
Sharkey, Howes & Javer
Colorado
$645K – – –
OCM
1169
Osterweis Capital Management
California
$645K +$192K +4,141 +42%
YIH
1170
Y-Intercept (HK)
Hong Kong
$644K +$644K +13,880 New
SSWM
1171
Sheets Smith Wealth Management
North Carolina
$643K +$9.56K +206 +2%
FSCM
1172
Front Street Capital Management
Montana
$638K -$578K -12,450 -48%
MCM
1173
Monument Capital Management
Virginia
$638K +$396K +8,522 +163%
CAG
1174
Csenge Advisory Group
Florida
$636K -$269K -5,721 -30%
BMM
1175
Buffington Mohr McNeal
Idaho
$636K -$278 -6 -0%
45 46
47
48 49