WFC icon

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 %
SAS
1276
Stelac Advisory Services
New York
$507K +$154K +3,321 +44%
HI
1277
Humankind Investments
New York
$507K +$156K +3,367 +45%
BP
1278
Ballentine Partners
Massachusetts
$506K +$45.2K +975 +10%
PWPS
1279
Pinnacle Wealth Planning Services
Ohio
$504K +$6.49K +140 +1%
FCIM
1280
Fairview Capital Investment Management
California
$503K +$6.17K +133 +1%
PCM
1281
Parsons Capital Management
Rhode Island
$502K -$1.95K -42 -0.4%
QFA
1282
Quattro Financial Advisors
Texas
$502K – – –
MW
1283
Marcum Wealth
Ohio
$502K +$87.8K +1,892 +21%
AC
1284
Annandale Capital
Texas
$501K +$279 +6 +0.1%
IF
1285
Intrua Financial
Texas
$501K +$501K +10,009 New
FWP
1286
FAS Wealth Partners
Kansas
$500K +$2.69K +58 +0.5%
AFP
1287
Ausdal Financial Partners
Iowa
$498K -$14.5K -312 -3%
IB
1288
Intrust Bank
Kansas
$497K +$742 +16 +0.1%
OFG
1289
Oxford Financial Group
Indiana
$497K +$1.72K +37 +0.3%
AP
1290
Atwood & Palmer
Missouri
$497K +$23.2K +500 +5%
BAM
1291
Barrett Asset Management
New York
$495K – – –
BFO
1292
Biltmore Family Office
North Carolina
$494K -$6.96K -150 -1%
AIM
1293
Aspen Investment Management
Michigan
$494K +$929 +20 +0.2%
WPW
1294
Waldron Private Wealth
Pennsylvania
$493K -$914K -19,740 -65%
OWIM
1295
Old West Investment Management
California
$492K – – –
GVAG
1296
Great Valley Advisor Group
Delaware
$490K -$17.7K -382 -3%
NAS
1297
Nicolet Advisory Services
Wisconsin
$490K -$11.9K -256 -2%
GTAM
1298
Global Trust Asset Management
Florida
$490K +$5.48K +118 +1%
KFGK
1299
Keystone Financial Group (Kentucky)
Kentucky
$490K +$8.22K +177 +2%
JCM
1300
Jacobi Capital Management
Pennsylvania
$488K -$276K -5,961 -36%
50 51
52
53 54