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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 %
MIP
1251
Marietta Investment Partners
Wisconsin
$543K -$371 -8 -0.1%
YWP
1252
YorkBridge Wealth Partners
New York
$541K -$186 -4 -0%
AMIM
1253
Aull & Monroe Investment Management
Alabama
$540K -$9.28K -200 -2%
IIM
1254
Ipswich Investment Management
Massachusetts
$537K -$8.13K -175 -1%
HMS
1255
Hanseatic Management Services
New Mexico
$537K +$46.5K +1,001 +9%
WBC
1256
West Branch Capital
Massachusetts
$536K -$4.13K -89 -0.8%
S
1257
Surevest
California
$536K +$4.69K +101 +0.9%
CA
1258
Claro Advisors
Massachusetts
$534K -$77.4K -1,669 -13%
CIC
1259
Crawford Investment Counsel
Georgia
$532K +$156K +3,366 +42%
VAM
1260
Vontobel Asset Management
New York
$530K – – –
BMC
1261
Beaton Management Company
Massachusetts
$528K – – –
KFC
1262
Klingenstein Fields & Co
New York
$527K -$57K -1,230 -10%
MWM
1263
MorganRosel Wealth Management
Colorado
$527K -$46.4K -1,000 -8%
AWS
1264
AJ Wealth Strategies
New York
$524K -$3.85K -83 -0.7%
NIM
1265
Northeast Investment Management
Massachusetts
$524K – – –
CWM
1266
Cornerstone Wealth Management
Missouri
$522K +$14.2K +307 +3%
PSC
1267
Prentiss Smith & Co
Vermont
$521K – – –
BFA
1268
Bragg Financial Advisors
North Carolina
$519K +$21.6K +465 +4%
BFPW
1269
BOK Financial Private Wealth
Colorado
$519K +$123K +2,642 +31%
FAIM
1270
Financial Advocates Investment Management
Washington
$517K +$89.3K +1,923 +21%
CT
1271
Chicago Trust
Illinois
$515K +$11.9K +257 +2%
FMC
1272
First Merchants Corp
Indiana
$514K -$12.2K -263 -2%
LCM
1273
Leisure Capital Management
California
$512K – – –
WANY
1274
Wealthspire Advisors (New York)
New York
$510K +$510K +10,998 New
BCI
1275
Brinker Capital Investments
Pennsylvania
$508K – – –
49 50
51
52 53