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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 %
UWPG
1476
Ullmann Wealth Partners Group
Florida
$321K +$45.8K +988 +17%
PAMG
1477
Patton Albertson Miller Group
Tennessee
$321K +$321K +6,914 New
GD
1478
Grandfield & Dodd
New York
$320K – – –
JWBC
1479
John W. Brooker & Co
California
$320K – – –
FRA
1480
Front Row Advisors
California
$320K +$7.29K +157 +2%
PGIM
1481
Pacific Global Investment Management
California
$320K +$25K +539 +8%
TF
1482
Tompkins Financial
New York
$318K +$318K +6,864 New
HIMC
1483
Heritage Investors Management Corp
Maryland
$317K -$93.6K -2,015 -23%
VST
1484
Van Strum & Towne
California
$317K – – –
LB
1485
Legacy Bridge
Iowa
$316K – – –
BFWA
1486
Benchmark Financial Wealth Advisors
Florida
$316K +$4.64K +100 +1%
TTWM
1487
TCV Trust & Wealth Management
Virginia
$315K -$6.96K -150 -2%
CGH
1488
CMG Global Holdings
Texas
$314K -$18.4K -397 -6%
EWA
1489
ERTS Wealth Advisors
Michigan
$314K -$15.9K -343 -5%
PCA
1490
Pallas Capital Advisors
Massachusetts
$314K +$314K +6,031 New
SWM
1491
Stockman Wealth Management
Montana
$313K +$5.06K +109 +2%
PP
1492
Prudential plc
United Kingdom
$312K -$23M -495,241 -99%
LCS
1493
Levin Capital Strategies
New York
$310K – – –
SXL
1494
Summit X LLC
Missouri
$309K +$2.84K +62 +0.9%
ACM
1495
Avalon Capital Management
California
$309K +$309K +6,660 New
WCM
1496
Wedge Capital Management
North Carolina
$308K -$14K -303 -4%
TA
1497
Tiedemann Advisors
New York
$307K -$194K -4,171 -39%
LFA
1498
Legacy Financial Advisors
Kentucky
$307K +$33K +710 +12%
WC
1499
Westhampton Capital
North Carolina
$306K -$58.5K -1,260 -16%
SAM
1500
Security Asset Management
New York
$306K – – –
58 59
60
61 62