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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 %
WAM
1201
Weatherly Asset Management
California
$610K -$63.2K -1,396 -9%
MOS
1202
MGO One Seven
Ohio
$609K +$609K +13,446 New
ZIC
1203
ZWJ Investment Counsel
Georgia
$607K -$324K -7,150 -35%
IFG
1204
Investors Financial Group
Minnesota
$606K -$124K -2,745 -17%
GPA
1205
Garrison Point Advisors
California
$606K – – –
JWA
1206
JFS Wealth Advisors
Pennsylvania
$604K -$79.5K -1,756 -12%
BIC
1207
Beach Investment Counsel
Pennsylvania
$600K -$45.3K -1,000 -7%
BCM
1208
BTR Capital Management
California
$600K +$81.5K +1,800 +16%
BC
1209
Burney Company
Virginia
$598K +$6.79K +150 +1%
EN1L
1210
Engine No 1 LLC
California
$598K +$598K +13,214 New
CA
1211
Claro Advisors
Massachusetts
$597K +$32.7K +722 +6%
SN
1212
Sittner & Nelson
Oregon
$596K – – –
PFA
1213
Pure Financial Advisors
California
$596K +$3.17K +70 +0.5%
HH
1214
Hilltop Holdings
Texas
$596K +$143K +3,145 +31%
NIA
1215
Northstar Investment Advisors
Colorado
$594K – – –
DP
1216
Denver PWM
Colorado
$591K -$43.8K -968 -7%
GS
1217
Gagnon Securities
New York
$591K – – –
BAMF
1218
BI Asset Management Fondsmaeglerselskab
Denmark
$587K -$74.9K -1,654 -11%
SFO
1219
Stokes Family Office
Louisiana
$587K +$5.93K +131 +1%
XSC
1220
X-Square Capital
Puerto Rico
$587K +$294K +6,492 +100%
DAS
1221
Dynamic Advisor Solutions
Arizona
$586K -$154K -3,412 -21%
MAFM
1222
Mid Atlantic Financial Management
Pennsylvania
$585K -$15.3K -338 -3%
MAM
1223
McCarthy Asset Management
California
$584K -$59.1K -1,304 -9%
OL
1224
Optas LLC
Texas
$582K +$251K +5,548 +76%
PWW
1225
Pettyjohn Wood & White
Virginia
$581K -$73.3K -1,619 -11%
47 48
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