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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 %
CA
1401
Cornerstone Advisory
Maryland
$381K +$232 +5 +0.1%
HGWM
1402
Horst & Graben Wealth Management
Oregon
$378K +$742 +16 +0.2%
SMA
1403
Sage Mountain Advisors
Georgia
$378K +$45.8K +985 +14%
CAM
1404
Cidel Asset Management
Ontario, Canada
$376K – – –
NL
1405
NWAM LLC
Washington
$376K +$43.3K +932 +13%
MMG
1406
Monetary Management Group
Missouri
$374K – – –
SHGA
1407
Sand Hill Global Advisors
California
$374K +$104K +2,248 +39%
WCM
1408
Washington Capital Management
Washington
$371K – – –
CWP
1409
Capital Wealth Planning
Florida
$371K -$164K -3,539 -31%
CBFP
1410
Cedar Brook Financial Partners
Ohio
$370K -$8.45K -182 -2%
JHP
1411
James Hambro & Partners
United Kingdom
$370K – – –
TIA
1412
Traphagen Investment Advisors
New Jersey
$369K -$13.6K -293 -4%
FCFC
1413
First Citizens Financial Corp
Iowa
$369K -$10.4K -225 -3%
PP
1414
PrairieView Partners
Minnesota
$368K – – –
CI
1415
CX Institutional
Indiana
$368K +$11.6K +251 +3%
LA
1416
LVW Advisors
New York
$368K +$51.3K +1,105 +16%
Financial Engines Advisors
1417
Financial Engines Advisors
California
$368K +$368K +7,934 New
BCCM
1418
Bridge Creek Capital Management
Massachusetts
$367K -$2.32K -50 -0.6%
SNBOSCI
1419
Security National Bank of Sioux City Iowa
Iowa
$366K +$92.8K +2,001 +34%
RQS
1420
Ramsey Quantitative Systems
Kentucky
$366K +$366K +7,890 New
WA
1421
Wealth Architects
California
$365K -$35.4K -762 -9%
AW
1422
Avion Wealth
Texas
$365K – – –
PCG
1423
Private Capital Group
Connecticut
$363K -$3.44K -74 -0.9%
CBN
1424
Cadence Bank NA
Texas
$362K -$2.83K -61 -0.8%
RWP
1425
RWA Wealth Partners
Massachusetts
$362K – – –
55 56
57
58 59