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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 %
RWA
1376
River Wealth Advisors
Pennsylvania
$409K +$278 +6 +0.1%
RFM
1377
Royal Fund Management
Florida
$409K +$1.3K +28 +0.3%
AIA
1378
Arbor Investment Advisors
North Carolina
$409K +$4.65K +100 +1%
MMA
1379
Miracle Mile Advisors
California
$408K +$30.5K +656 +8%
FMWA
1380
Forvis Mazars Wealth Advisors
Missouri
$408K +$408K +8,797 New
IFWM
1381
Institute for Wealth Management
Colorado
$406K -$9.78K -211 -2%
LD
1382
Lipe & Dalton
New York
$404K -$25.5K -550 -6%
DA
1383
Denali Advisors
California
$404K – – –
SC
1384
Schulhoff & Co
Ohio
$398K +$93 +2 +0%
FPF
1385
First Pacific Financial
Washington
$397K -$23.2K -500 -6%
NPA
1386
Nichols & Pratt Advisers
Massachusetts
$395K -$28.2K -600 -7%
B
1387
Bailard
California
$395K – – –
ITIM
1388
Indiana Trust & Investment Management
Indiana
$394K -$80.6K -1,738 -17%
TCM
1389
Tributary Capital Management
Nebraska
$394K -$9.27K -200 -2%
MBTD
1390
Mechanics Bank - Trust Department
California
$391K -$4.64K -100 -1%
BG
1391
Bollard Group
Massachusetts
$391K – – –
WC
1392
Woodstock Corp
Massachusetts
$390K -$51K -1,100 -12%
ONST
1393
Old North State Trust
North Carolina
$389K -$14.4K -309 -4%
BTW
1394
Boston Trust Walden
Massachusetts
$389K +$13.5K +291 +4%
EAM
1395
Evanson Asset Management
California
$389K +$22.7K +506 +6%
SAM
1396
Sawgrass Asset Management
Florida
$386K -$243K -5,225 -39%
CCM
1397
Cohen Capital Management
California
$384K -$1.16K -25 -0.3%
MWP
1398
MYCIO Wealth Partners
Pennsylvania
$384K – – –
SP
1399
Successful Portfolios
Florida
$382K +$28.5K +615 +8%
EA
1400
Eclectic Associates
California
$382K +$40.9K +881 +12%
54 55
56
57 58