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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 %
AWA
1451
Acorn Wealth Advisors
Michigan
$337K -$46.3K -999 -12%
BFG
1452
Bouchey Financial Group
New York
$334K – – –
CCC
1453
Chelsea Counsel Company
California
$334K – – –
HI
1454
HBK Investments
Texas
$333K -$4.52M -97,407 -93%
CPA
1455
Clear Perspective Advisors
Illinois
$332K – – –
TFF
1456
The Family Firm
Maryland
$332K +$201 +4 +0.1%
WCM
1457
Wallace Capital Management
Texas
$330K – – –
LC
1458
Lincoln Capital
Nebraska
$329K – – –
SAS
1459
Sanford Advisory Services
Michigan
$329K – – –
ATPW
1460
Ashton Thomas Private Wealth
Arizona
$328K – – –
AWA
1461
Arete Wealth Advisors
Illinois
$328K -$74.5K -1,766 -18%
VWA
1462
Visionary Wealth Advisors
Illinois
$326K -$58.5K -1,262 -15%
TNBTD
1463
Trustmark National Bank Trust Department
Mississippi
$326K -$4.55K -98 -1%
LKIM
1464
Lawson Kroeker Investment Management
Nebraska
$326K – – –
FIM
1465
Fruth Investment Management
Texas
$326K – – –
ZB
1466
Zions Bancorporation
Utah
$326K +$71.1K +1,530 +28%
BIP
1467
Blueprint Investment Partners
North Carolina
$326K +$326K +7,016 New
JI
1468
Jeereddi Investments
California
$325K – – –
ACM
1469
Adalta Capital Management
New York
$325K – – –
CA
1470
Calton & Associates
Florida
$325K +$16.3K +352 +5%
FHA
1471
Flagship Harbor Advisors
Massachusetts
$323K – – –
MSAM
1472
Moloney Securities Asset Management
Missouri
$323K +$14.1K +304 +5%
SSB
1473
Sandy Spring Bank
Maryland
$323K +$31.9K +685 +11%
PWM
1474
PBMares Wealth Management
Virginia
$322K -$57.5K -1,238 -15%
MSFS
1475
Main Street Financial Solutions
Pennsylvania
$321K -$12.3K -264 -4%
57 58
59
60 61