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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 %
HA
1426
HYA Advisors
Missouri
$362K +$1.09K +23 +0.3%
TI
1427
Telemetry Investments
New York
$362K +$13.6K +292 +4%
BFIC
1428
Bedell Frazier Investment Counselling
California
$360K -$22.5K -486 -6%
MWM
1429
Minot Wealth Management
Massachusetts
$360K -$6.78K -146 -2%
AF
1430
Arrow Financial
New York
$358K -$7.99K -172 -2%
PL
1431
Plancorp LLC
Missouri
$358K +$11.6K +249 +3%
ATFA
1432
All Terrain Financial Advisors
Minnesota
$358K +$101K +2,168 +39%
EGA
1433
E&G Advisors
Texas
$357K +$357K +7,688 New
CCM
1434
Chiron Capital Management
Florida
$356K -$9.27K -200 -3%
FNBTCON
1435
First National Bank & Trust Co of Newtown
Pennsylvania
$355K +$41.4K +891 +13%
BC
1436
Bridgefront Capital
Texas
$354K -$621K -13,401 -64%
FPFS
1437
First Personal Financial Services
North Carolina
$352K -$46.5K -1,000 -12%
FFA
1438
Founders Financial Alliance
North Carolina
$350K -$4.55K -98 -1%
SFA
1439
Sequoia Financial Advisors
Ohio
$349K -$453K -9,761 -56%
ICM
1440
Islay Capital Management
Texas
$348K – – –
MCM
1441
Magnolia Capital Management
New York
$348K +$348K +7,500 New
SNBOSD
1442
Security National Bank of So Dak
Iowa
$346K -$27.8K -598 -7%
UFA
1443
US Financial Advisors
Massachusetts
$346K – – –
SVWAG
1444
Sound View Wealth Advisors Group
Georgia
$345K -$19.9K -429 -5%
MRCM
1445
M&R Capital Management
New Jersey
$345K -$4.59K -99 -1%
WAP
1446
Wealthcare Advisory Partners
Pennsylvania
$344K +$27.9K +602 +9%
VC
1447
Vicus Capital
Pennsylvania
$343K -$6.59K -142 -2%
NJBEST
1448
New Jersey Better Educational Savings Trust
New Jersey
$343K – – –
PIA
1449
Perennial Investment Advisors
California
$341K -$13.8K -296 -4%
CCWA
1450
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$337K -$55.4K -1,194 -14%
56 57
58
59 60