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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 %
CPA
1351
Court Place Advisors
Maryland
$432K -$9.05K -200 -2%
CTA
1352
Colonial Trust Advisors
South Carolina
$431K -$59.3K -1,310 -12%
SFG
1353
SNS Financial Group
Minnesota
$431K +$37.4K +826 +9%
WC
1354
Woodstock Corp
Massachusetts
$430K +$10.4K +230 +2%
EF
1355
Exeter Financial
Arizona
$428K – – –
NWM
1356
Northwest Wealth Management
Iowa
$423K -$1.58K -35 -0.4%
SAM
1357
S.A. Mason
Michigan
$423K – – –
CIM
1358
CIM Investment Management
Pennsylvania
$422K -$2.31K -51 -0.5%
SVCP
1359
Silicon Valley Capital Partners
California
$422K +$100K +2,211 +31%
RWP
1360
Ridgecrest Wealth Partners
California
$421K +$421K +9,302 New
CIM
1361
Contravisory Investment Management
Massachusetts
$419K – – –
LD
1362
Lipe & Dalton
New York
$419K +$31.7K +700 +8%
HHGA
1363
Halbert Hargrove Global Advisors
California
$419K +$36.1K +797 +9%
FAIM
1364
Financial Advocates Investment Management
Washington
$417K -$42.1K -929 -9%
SCM
1365
Southport Capital Management
Tennessee
$417K +$1.49K +33 +0.4%
PMFA
1366
Plante Moran Financial Advisors
Michigan
$417K +$79.6K +1,757 +24%
GKWIM
1367
Gerber Kawasaki Wealth & Investment Management
California
$417K +$417K +9,209 New
SMC
1368
Smith, Moore & Co
Missouri
$414K -$53.9K -1,190 -12%
EFSCE
1369
Enterprise Financial Services Corp (EFSC)
Missouri
$414K +$286K +6,292 +223%
PSB
1370
Piscataqua Savings Bank
New Hampshire
$412K -$27.8K -616 -6%
FPB
1371
First PREMIER Bank
South Dakota
$412K -$20.2K -444 -5%
PCA
1372
Providence Capital Advisors
North Carolina
$412K +$50.8K +1,121 +14%
AI
1373
AXS Investments
New York
$411K +$23.6K +522 +6%
PCP
1374
Proficio Capital Partners
Massachusetts
$411K +$174K +3,833 +73%
CCA
1375
Childress Capital Advisors
Texas
$410K -$185K -4,092 -31%
53 54
55
56 57