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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 %
HH
1226
Hilltop Holdings
Texas
$574K -$36.2K -780 -6%
AP
1227
Americana Partners
Texas
$574K +$206K +4,450 +56%
HCP
1228
Hexagon Capital Partners
Arkansas
$572K +$2.51K +54 +0.4%
GSC
1229
G&S Capital
Colorado
$570K – – –
CCM
1230
CAAS Capital Management
New York
$569K -$467K -10,068 -45%
DBIA
1231
Dumont & Blake Investment Advisors
New Jersey
$565K -$2.23K -48 -0.4%
DCM
1232
Donaldson Capital Management
Indiana
$564K +$90.4K +1,950 +19%
MAM
1233
McCarthy Asset Management
California
$563K -$35.2K -758 -6%
LK
1234
Lumbard & Kellner
New Hampshire
$563K -$16.2K -349 -3%
CA
1235
Cambridge Advisors
Nebraska
$560K +$46 +1 +0%
HI
1236
Hudock Inc
Pennsylvania
$560K +$44.6K +960 +9%
SAM
1237
Summit Asset Management
Tennessee
$557K +$13.4K +289 +2%
WA
1238
Wealth Alliance
New York
$556K +$63K +1,359 +13%
MBT
1239
Montecito Bank & Trust
California
$553K -$5.8K -125 -1%
PCM
1240
Prelude Capital Management
New York
$552K +$552K +11,885 New
Kovitz Investment Group Partners
1241
Kovitz Investment Group Partners
Illinois
$551K -$298K -6,411 -35%
SS
1242
Simplicity Solutions
Minnesota
$551K +$224K +4,828 +69%
SIP
1243
Stoneridge Investment Partners
Pennsylvania
$550K -$124K -2,680 -18%
PCI
1244
Pacifica Capital Investments
Texas
$549K – – –
FFA
1245
First Foundation Advisors
California
$547K -$156K -3,361 -22%
SG
1246
StoneX Group
New York
$547K -$23.3K -502 -4%
FPCP
1247
Fort Point Capital Partners
California
$547K +$186K +4,002 +51%
ECG
1248
Edge Capital Group
Georgia
$544K -$146K -3,151 -21%
SOW
1249
State of Wyoming
Wyoming
$544K +$6.09K +131 +1%
OWP
1250
Obermeyer Wealth Partners
Colorado
$543K -$148K -3,196 -21%
48 49
50
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