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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 %
FPF
1376
First Pacific Financial
Washington
$410K -$44.2K -976 -10%
JC
1377
Jacobs & Co
California
$410K -$6.78K -150 -2%
HFG
1378
Heron Financial Group
New York
$410K – – –
NPA
1379
Nichols & Pratt Advisers
Massachusetts
$408K – – –
POIA
1380
Pin Oak Investment Advisors
Texas
$407K – – –
AA
1381
Argent Advisors
Louisiana
$407K +$23.2K +511 +6%
IFWM
1382
Institute for Wealth Management
Colorado
$406K -$768K -16,970 -65%
GLA
1383
Good Life Advisors
Pennsylvania
$406K -$42K -928 -9%
M
1384
MOTCO
Texas
$406K +$14.3K +316 +4%
DS
1385
DRW Securities
Illinois
$406K +$406K +8,962 New
GBT
1386
Grove Bank & Trust
Florida
$404K -$2.72K -60 -0.7%
LC
1387
Lindbrook Capital
California
$404K +$4.26K +94 +1%
MW
1388
Marcum Wealth
Ohio
$404K +$44.8K +990 +12%
AAP
1389
Arax Advisory Partners
Colorado
$403K +$403K +8,909 New
SMG
1390
Spectrum Management Group
Indiana
$402K – – –
HIMC
1391
Heritage Investors Management Corp
Maryland
$400K -$499K -11,035 -56%
IHWM
1392
Iron Horse Wealth Management
Iowa
$400K -$6.79K -150 -2%
RWA
1393
River Wealth Advisors
Pennsylvania
$399K +$136 +3 +0%
RFM
1394
Royal Fund Management
Florida
$398K +$7.37K +163 +2%
DA
1395
Denali Advisors
California
$394K -$1.56M -34,500 -80%
AIA
1396
Arbor Investment Advisors
North Carolina
$394K -$134K -2,959 -25%
TCM
1397
Tributary Capital Management
Nebraska
$394K -$18.1K -400 -4%
ONST
1398
Old North State Trust
North Carolina
$393K -$46K -1,017 -10%
MA
1399
MCF Advisors
Kentucky
$391K +$21.2K +469 +6%
WA
1400
Wealth Architects
California
$390K +$139K +3,070 +55%
54 55
56
57 58