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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 %
SFO
1176
Stokes Family Office
Louisiana
$635K +$32.9K +708 +5%
WLPWM
1177
Walled Lake Planning & Wealth Management
Illinois
$634K – – –
BCAM
1178
Boston Common Asset Management
Massachusetts
$633K -$603 -13 -0.1%
ISB
1179
Iowa State Bank
Iowa
$633K +$6.04K +130 +1%
AC
1180
Avestar Capital
New York
$631K – – –
MWM
1181
Meridian Wealth Management
Kentucky
$630K -$2.18K -47 -0.3%
RDWM
1182
Red Door Wealth Management
Tennessee
$630K +$68K +1,465 +12%
JWA
1183
JFS Wealth Advisors
Pennsylvania
$626K +$7.19K +155 +1%
WDL
1184
Well Done LLC
Michigan
$626K +$125K +2,689 +25%
WI
1185
Wintrust Investments
Illinois
$623K +$366K +7,882 +142%
ZIC
1186
ZWJ Investment Counsel
Georgia
$622K – – –
FNBT
1187
FineMark National Bank & Trust
Florida
$621K -$52.7K -1,136 -8%
WAM
1188
Weatherly Asset Management
California
$621K -$4.64K -100 -0.7%
GPA
1189
Garrison Point Advisors
California
$621K – – –
DS
1190
DRW Securities
Illinois
$621K +$205K +4,414 +49%
MWM
1191
Madison Wealth Management
Ohio
$620K -$13.6K -294 -2%
PFA
1192
Pure Financial Advisors
California
$615K +$4.6K +99 +0.8%
BIC
1193
Beach Investment Counsel
Pennsylvania
$614K – – –
FLI
1194
Family Legacy Inc
South Carolina
$614K – – –
MAFM
1195
Mid Atlantic Financial Management
Pennsylvania
$614K +$14.6K +314 +2%
JIC
1196
Johnson Investment Counsel
Ohio
$612K +$41.3K +889 +7%
BC
1197
Burney Company
Virginia
$611K -$2.18K -47 -0.4%
WFI
1198
West Family Investments
California
$610K +$86.6K +1,867 +17%
DP
1199
Denver PWM
Colorado
$606K – – –
GS
1200
Gagnon Securities
New York
$606K – – –
46 47
48
49 50