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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 %
AFS
1226
Axiom Financial Strategies
Indiana
$580K +$45 +1 +0%
Legacy Financial Group (Iowa)
1227
Legacy Financial Group (Iowa)
Iowa
$580K +$53K +1,171 +10%
HWMA
1228
Heritage Wealth Management (Arizona)
Arizona
$579K +$579K +12,790 New
FLI
1229
Family Legacy Inc
South Carolina
$576K – – –
OPCM
1230
Osborne Partners Capital Management
California
$576K +$18.1K +400 +3%
GWS
1231
Glassman Wealth Services
Virginia
$574K +$16.8K +372 +3%
BCM
1232
Becker Capital Management
Oregon
$573K +$112K +2,474 +24%
BW
1233
Bison Wealth
Georgia
$572K +$87.7K +1,939 +18%
KFC
1234
Klingenstein Fields & Co
New York
$570K – – –
GJIC
1235
Gamble Jones Investment Counsel
California
$569K – – –
LK
1236
Lumbard & Kellner
New Hampshire
$566K -$16.6K -366 -3%
PWA
1237
Providence Wealth Advisors
Illinois
$566K – – –
PWM
1238
Purus Wealth Management
California
$566K +$1.18K +26 +0.2%
JIC
1239
Joel Isaacson & Co
New York
$564K +$81.1K +1,791 +17%
AW
1240
ACG Wealth
Georgia
$563K -$127K -2,796 -18%
MWM
1241
MorganRosel Wealth Management
Colorado
$559K – – –
LWM
1242
Liberty Wealth Management
California
$559K +$118K +2,617 +27%
SG
1243
StoneX Group
New York
$557K -$145K -3,208 -21%
VIA
1244
Vident Investment Advisory
Georgia
$557K -$16.1K -355 -3%
GSC
1245
G&S Capital
Colorado
$557K – – –
JIC
1246
Johnson Investment Counsel
Ohio
$557K +$18.4K +406 +3%
HCP
1247
Hexagon Capital Partners
Arkansas
$555K -$66.5K -1,469 -11%
DBIA
1248
Dumont & Blake Investment Advisors
New Jersey
$554K -$1.99K -44 -0.4%
WC
1249
Weil Company
California
$553K +$222K +4,900 +67%
SIGI
1250
Susquehanna International Group (Ireland)
Ireland
$552K +$552K +12,182 New
48 49
50
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