WFC icon

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 %
MC
1451
Middleton & Co
Massachusetts
$351K +$23.7K +525 +7%
MVP
1452
Miller Value Partners
Florida
$349K -$253K -5,590 -42%
EGA
1453
E&G Advisors
Texas
$348K -$300K -7,688 Closed
CI
1454
CX Institutional
Indiana
$348K -$112K -2,463 -24%
BCV
1455
Banque Cantonale Vaudoise
Switzerland
$348K -$45.7K -1,006 -12%
HFM
1456
Harvest Fund Management
China
$348K +$169K +3,731 +94%
FFA
1457
Founders Financial Alliance
North Carolina
$347K +$5.18K +114 +2%
LOAMS
1458
Lombard Odier Asset Management (Switzerland)
Switzerland
$347K +$347K +7,665 New
HA
1459
HYA Advisors
Missouri
$346K +$589 +13 +0.2%
PIA
1460
Perennial Investment Advisors
California
$345K -$39.1K -862 -10%
RIM
1461
Reliant Investment Management
Tennessee
$345K -$24.7K -545 -7%
SP
1462
Successful Portfolios
Florida
$345K -$11.8K -260 -3%
SAS
1463
Stelac Advisory Services
New York
$345K +$345K +7,609 New
HI
1464
Humankind Investments
New York
$342K +$67K +1,482 +24%
MWM
1465
Minot Wealth Management
Massachusetts
$341K +$130 +3 +0%
MRCM
1466
M&R Capital Management
New Jersey
$341K +$18.1K +400 +6%
VC
1467
Vicus Capital
Pennsylvania
$341K +$26.6K +588 +8%
TI
1468
Telemetry Investments
New York
$340K -$431K -9,500 -56%
ICM
1469
Islay Capital Management
Texas
$340K – – –
PL
1470
Plancorp LLC
Missouri
$338K -$4.35K -96 -1%
UFA
1471
US Financial Advisors
Massachusetts
$338K -$997 -22 -0.3%
STA
1472
Summit Trail Advisors
New York
$336K +$18.4K +406 +6%
NJBEST
1473
New Jersey Better Educational Savings Trust
New Jersey
$335K – – –
WW
1474
Westshore Wealth
California
$335K – – –
EA
1475
Eclectic Associates
California
$333K +$39.1K +863 +13%
57 58
59
60 61