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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 %
EWA
1476
Exencial Wealth Advisors
Oklahoma
$332K +$332K +7,322 New
LWM
1477
Laidlaw Wealth Management
New York
$332K +$332K +7,326 New
BL
1478
Balentine LLC
Georgia
$330K +$330K +7,297 New
JF
1479
Jump Financial
Illinois
$328K -$2.3M -50,765 -88%
WCM
1480
Windsor Capital Management
Arizona
$327K -$35.2K -779 -10%
CAGAS
1481
Capital Advisory Group Advisory Services
Minnesota
$327K -$7.11K -157 -2%
GAM
1482
Gould Asset Management
California
$327K – – –
CCC
1483
Chelsea Counsel Company
California
$326K – – –
CGH
1484
CMG Global Holdings
Texas
$325K -$34K -750 -9%
BFG
1485
Bouchey Financial Group
New York
$325K – – –
MSFS
1486
Main Street Financial Solutions
Pennsylvania
$325K +$8.11K +179 +3%
NL
1487
NWAM LLC
Washington
$325K +$68.1K +1,501 +26%
SFO
1488
Standard Family Office
South Dakota
$325K +$98.3K +2,173 +43%
CPA
1489
Clear Perspective Advisors
Illinois
$324K -$184K -4,070 -36%
SMA
1490
Sage Mountain Advisors
Georgia
$324K +$324K +7,150 New
FHA
1491
Flagship Harbor Advisors
Massachusetts
$323K -$224K -4,958 -41%
EWA
1492
ERTS Wealth Advisors
Michigan
$323K +$27.6K +609 +9%
TNBTD
1493
Trustmark National Bank Trust Department
Mississippi
$322K -$19.9K -440 -6%
WCM
1494
Wallace Capital Management
Texas
$322K – – –
SAS
1495
Sanford Advisory Services
Michigan
$321K – – –
LC
1496
Lincoln Capital
Nebraska
$321K +$321K +7,091 New
ATPW
1497
Ashton Thomas Private Wealth
Arizona
$321K +$3.31K +73 +1%
CWP
1498
Concord Wealth Partners
Virginia
$319K -$75.1K -1,657 -19%
LKIM
1499
Lawson Kroeker Investment Management
Nebraska
$319K – – –
SS
1500
Simplicity Solutions
Minnesota
$319K +$319K +7,042 New
58 59
60
61 62