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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 %
JPG
1326
Jordan Park Group
California
$451K +$451K +9,968 New
BP
1327
Ballentine Partners
Massachusetts
$450K -$92.7K -2,049 -17%
KPW
1328
Kore Private Wealth
New York
$449K +$43.8K +968 +11%
CL
1329
COWA LLC
Oklahoma
$448K -$123K -2,700 -21%
QCM
1330
Quantinno Capital Management
New York
$448K – – –
PA
1331
PSI Advisors
Florida
$447K -$239K -5,274 -35%
HCM
1332
Hollencrest Capital Management
California
$447K – – –
AIM
1333
Anchor Investment Management
South Carolina
$447K +$85.1K +1,880 +24%
PPP
1334
Private Portfolio Partners
New Jersey
$446K -$2.72K -60 -0.6%
QFA
1335
Quattro Financial Advisors
Texas
$445K -$2.44M -54,890 -85%
LSAG
1336
Lake Street Advisors Group
New Hampshire
$444K +$40.4K +789 +10%
RFG
1337
Range Financial Group
Oregon
$444K +$444K +9,807 New
SRSA
1338
S.R. Schill & Associates
Washington
$442K -$68.2K -1,506 -13%
1WM
1339
1900 Wealth Management
Texas
$442K -$16.8K -370 -4%
IA
1340
IFG Advisory
Georgia
$442K -$8.74K -193 -2%
OCM
1341
Osterweis Capital Management
California
$442K – – –
BCA
1342
Bray Capital Advisors
Florida
$442K +$91 +2 +0%
BOS
1343
Bingham Osborn & Scarborough
California
$442K +$114K +2,508 +35%
COF
1344
Capital One Financial
Virginia
$442K +$167K +3,692 +61%
CFG
1345
Cooper Financial Group
California
$441K +$4.4K +97 +1%
BWP
1346
Baldwin Wealth Partners
Massachusetts
$439K – – –
FNBOH
1347
First National Bank of Hutchinson
Kansas
$438K -$9.06K -200 -2%
TCB
1348
Texas Capital Bancshares
Texas
$435K -$10.8K -239 -2%
HFM
1349
Hartford Financial Management
Connecticut
$435K – – –
CA
1350
Claar Advisors
New York
$435K +$435K +9,600 New
52 53
54
55 56