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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 %
22CM
1401
20/20 Capital Management
California
$389K +$62.7K +1,385 +19%
CAAS
1402
Capital Asset Advisory Services
Michigan
$388K -$601K -13,269 -61%
SC
1403
Schulhoff & Co
Ohio
$388K – – –
FPFS
1404
First Personal Financial Services
North Carolina
$388K +$15.8K +350 +4%
WAM
1405
Wolverine Asset Management
Illinois
$387K +$185K +4,090 +91%
MBTD
1406
Mechanics Bank - Trust Department
California
$386K -$90.6K -2,000 -19%
BFPW
1407
BOK Financial Private Wealth
Colorado
$386K +$145K +3,205 +60%
B
1408
Bailard
California
$385K +$144K +3,189 +60%
PMAS
1409
PNC Managed Account Solutions
Texas
$383K +$383K +8,452 New
CCWA
1410
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$383K +$383K +8,455 New
BG
1411
Bollard Group
Massachusetts
$382K +$381K +8,400 +28,966%
TWM
1412
Titus Wealth Management
California
$380K +$102K +2,250 +37%
CCM
1413
Cohen Capital Management
California
$376K – – –
VWA
1414
Visionary Wealth Advisors
Illinois
$376K +$54.1K +1,192 +17%
MWP
1415
MYCIO Wealth Partners
Pennsylvania
$375K – – –
AWA
1416
Acorn Wealth Advisors
Michigan
$374K -$38.4K -849 -9%
BFIC
1417
Bedell Frazier Investment Counselling
California
$374K +$23.9K +527 +7%
TIA
1418
Traphagen Investment Advisors
New Jersey
$373K -$3.99K -88 -1%
CA
1419
Cornerstone Advisory
Maryland
$372K +$91 +2 +0%
EAM
1420
Evanson Asset Management
California
$370K -$501K -11,073 -58%
PWM
1421
PBMares Wealth Management
Virginia
$370K -$8.07K -178 -2%
JCM
1422
Janney Capital Management
Pennsylvania
$370K -$6.88K -152 -2%
FCFC
1423
First Citizens Financial Corp
Iowa
$370K – – –
HGWM
1424
Horst & Graben Wealth Management
Oregon
$369K +$363 +8 +0.1%
CBFP
1425
Cedar Brook Financial Partners
Ohio
$369K +$95.8K +2,117 +35%
55 56
57
58 59