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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 %
SVCP
1351
Silicon Valley Capital Partners
California
$434K +$1.72K +37 +0.4%
EFSCE
1352
Enterprise Financial Services Corp (EFSC)
Missouri
$433K +$10.6K +228 +3%
CIM
1353
CIM Investment Management
Pennsylvania
$430K -$2.6K -56 -0.6%
HFG
1354
Heron Financial Group
New York
$430K +$10.2K +220 +2%
MCCP
1355
Mission Creek Capital Partners
California
$429K -$50.4K -1,085 -11%
HHGA
1356
Halbert Hargrove Global Advisors
California
$429K -$232 -5 -0.1%
TWM
1357
Titus Wealth Management
California
$428K +$37.4K +804 +10%
FAM
1358
Formidable Asset Management
Ohio
$427K +$211K +4,545 +98%
MA
1359
MCF Advisors
Kentucky
$426K +$25K +538 +6%
SMC
1360
Smith, Moore & Co
Missouri
$425K – – –
FPB
1361
First PREMIER Bank
South Dakota
$421K – – –
CNB
1362
Camden National Bank
Maine
$420K +$420K +9,048 New
EFM
1363
E Fund Management
China
$419K +$419K +9,026 New
GIM
1364
Greylin Investment Management
Virginia
$418K -$57.1K -1,230 -12%
POIA
1365
Pin Oak Investment Advisors
Texas
$417K – – –
PSB
1366
Piscataqua Savings Bank
New Hampshire
$415K -$8.08K -174 -2%
PCA
1367
Providence Capital Advisors
North Carolina
$414K -$8.5K -183 -2%
GBT
1368
Grove Bank & Trust
Florida
$414K – – –
NWM
1369
Northwest Wealth Management
Iowa
$412K -$21.8K -469 -5%
SMG
1370
Spectrum Management Group
Indiana
$412K – – –
STA
1371
Summit Trail Advisors
New York
$412K +$67.6K +1,455 +20%
CFA
1372
Cahill Financial Advisors
Minnesota
$411K +$162K +3,484 +65%
FFG
1373
Fortem Financial Group
California
$411K +$411K +8,859 New
IHWM
1374
Iron Horse Wealth Management
Iowa
$410K – – –
Verition Fund Management
1375
Verition Fund Management
Connecticut
$410K +$410K +8,835 New
53 54
55
56 57