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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 %
PWA
1201
Providence Wealth Advisors
Illinois
$606K +$9.35K +200 +2%
QPWM
1202
Quadrant Private Wealth Management
Pennsylvania
$605K -$176K -3,800 -23%
DIM
1203
Delta Investment Management
California
$602K -$60.6K -1,304 -9%
GWS
1204
Glassman Wealth Services
Virginia
$601K +$12.5K +269 +2%
PWMG
1205
Pinnacle Wealth Management Group
Michigan
$599K -$27.9K -600 -4%
FSA
1206
Fort Sheridan Advisors
Illinois
$598K -$36K -776 -6%
BCM
1207
Becker Capital Management
Oregon
$598K +$10.2K +219 +2%
BW
1208
Bison Wealth
Georgia
$597K +$10.6K +228 +2%
PWW
1209
Pettyjohn Wood & White
Virginia
$596K +$46 +1 +0%
BCM
1210
BTR Capital Management
California
$595K -$19.7K -425 -3%
IFG
1211
Investors Financial Group
Minnesota
$591K -$29.7K -640 -5%
WC
1212
Weil Company
California
$591K +$24.1K +520 +4%
HWMA
1213
Heritage Wealth Management (Arizona)
Arizona
$585K -$8.63K -186 -1%
GLA
1214
Good Life Advisors
Pennsylvania
$584K +$168K +3,629 +40%
OL
1215
Optas LLC
Texas
$583K -$13.2K -284 -2%
MCM
1216
MV Capital Management
Maryland
$583K +$555K +11,964 +1,987%
PWM
1217
Purus Wealth Management
California
$582K +$2.55K +55 +0.4%
DAS
1218
Dynamic Advisor Solutions
Arizona
$576K -$25.3K -544 -4%
DLA
1219
Douglas Lane & Associates
New York
$576K +$14.8K +319 +3%
WG
1220
Welch Group
Alabama
$576K +$296K +6,374 +106%
AFS
1221
Axiom Financial Strategies
Indiana
$575K -$19.1K -412 -3%
OPCM
1222
Osborne Partners Capital Management
California
$575K -$15.1K -325 -3%
LWM
1223
Liberty Wealth Management
California
$575K +$1.67K +36 +0.3%
BCM
1224
Bayesian Capital Management
New York
$575K +$575K +12,400 New
PRC
1225
Pearl River Capital
Michigan
$575K +$575K +12,400 New
47 48
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