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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 %
DLA
1251
Douglas Lane & Associates
New York
$548K +$7.75K +171 +1%
RDWM
1252
Red Door Wealth Management
Tennessee
$548K +$268K +5,930 +96%
CA
1253
Cambridge Advisors
Nebraska
$546K – – –
MBT
1254
Montecito Bank & Trust
California
$546K – – –
BP
1255
BBR Partners
New York
$542K -$56.2K -1,241 -9%
AMIM
1256
Aull & Monroe Investment Management
Alabama
$536K -$10.6K -235 -2%
PCI
1257
Pacifica Capital Investments
Texas
$536K – – –
Koshinski Asset Management
1258
Koshinski Asset Management
Illinois
$535K +$115K +2,535 +27%
IIM
1259
Ipswich Investment Management
Massachusetts
$532K – – –
LBD
1260
Landsberg Bennett & Dubbaneh
Florida
$532K +$18.1K +403 +4%
SAM
1261
Summit Asset Management
Tennessee
$531K -$79.5K -1,753 -13%
MIP
1262
Marietta Investment Partners
Wisconsin
$530K -$1.31K -29 -0.2%
YWP
1263
YorkBridge Wealth Partners
New York
$528K +$24.1K +533 +5%
MSA
1264
Marino Stram & Associates
Massachusetts
$528K +$528K +11,657 New
WBC
1265
West Branch Capital
Massachusetts
$527K +$220K +4,853 +71%
SOW
1266
State of Wyoming
Wyoming
$524K +$151K +3,347 +41%
CWP
1267
Capital Wealth Planning
Florida
$522K +$4.93K +109 +1%
ECM
1268
Evergreen Capital Management
Washington
$521K +$65.5K +1,445 +14%
VAM
1269
Vontobel Asset Management
New York
$520K +$284K +6,254 +120%
BCA
1270
Bay Colony Advisors
Massachusetts
$519K -$22.3K -492 -4%
S
1271
Surevest
California
$518K – – –
BMC
1272
Beaton Management Company
Massachusetts
$516K -$31.7K -700 -6%
AWS
1273
AJ Wealth Strategies
New York
$516K +$136 +3 +0%
FMC
1274
First Merchants Corp
Indiana
$513K -$894K -19,737 -64%
NIM
1275
Northeast Investment Management
Massachusetts
$511K +$99.6K +2,200 +24%
49 50
51
52 53