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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 %
WFI
1276
West Family Investments
California
$511K +$511K +11,285 New
PSC
1277
Prentiss Smith & Co
Vermont
$508K +$9.01K +199 +2%
BCI
1278
Brinker Capital Investments
Pennsylvania
$508K +$248K +5,472 +95%
EGM
1279
Engineers Gate Manager
New York
$505K -$116K -2,556 -19%
HI
1280
Hudock Inc
Pennsylvania
$502K -$236K -5,211 -32%
LCAM
1281
London & Capital Asset Management
United Kingdom
$501K – – –
AFP
1282
Ausdal Financial Partners
Iowa
$500K -$255K -5,627 -34%
LCM
1283
Leisure Capital Management
California
$500K – – –
AWAP
1284
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$500K +$14.6K +322 +3%
CWM
1285
Cornerstone Wealth Management
Missouri
$496K -$74.7K -1,650 -13%
QVT
1286
Quantitative Value Technologies
Kansas
$495K – – –
GVAG
1287
Great Valley Advisor Group
Delaware
$493K +$4.37K +97 +0.9%
PCM
1288
Parsons Capital Management
Rhode Island
$492K -$22.6K -500 -4%
CT
1289
Chicago Trust
Illinois
$491K +$8.69K +192 +2%
TA
1290
Tiedemann Advisors
New York
$489K -$10K -221 -2%
WDL
1291
Well Done LLC
Michigan
$489K -$5.48K -121 -1%
BFO
1292
Biltmore Family Office
North Carolina
$489K – – –
NAS
1293
Nicolet Advisory Services
Wisconsin
$489K – – –
ACM
1294
AlphaStar Capital Management
North Carolina
$489K +$245K +5,372 +100%
AC
1295
Annandale Capital
Texas
$488K +$91 +2 +0%
PWPS
1296
Pinnacle Wealth Planning Services
Ohio
$486K -$458K -10,104 -48%
FWP
1297
FAS Wealth Partners
Kansas
$486K -$4.04K -89 -0.8%
FCIM
1298
Fairview Capital Investment Management
California
$485K -$3.17K -70 -0.6%
BFA
1299
Bragg Financial Advisors
North Carolina
$485K +$42K +928 +9%
IB
1300
Intrust Bank
Kansas
$484K -$31.8K -703 -6%
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