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 %
FIM
1501
Fruth Investment Management
Texas
$318K -$9.03K -200 -3%
FRA
1502
Front Row Advisors
California
$318K +$20.8K +440 +7%
JI
1503
Jeereddi Investments
California
$317K -$135K -2,994 -30%
BWM
1504
BigSur Wealth Management
Florida
$317K -$90.6K -2,000 -22%
ACM
1505
Adalta Capital Management
New York
$317K -$13.6K -300 -4%
BAIA
1506
Bel Air Investment Advisors
California
$316K +$40.7K +900 +15%
WCM
1507
Wedge Capital Management
North Carolina
$315K -$45.5K -1,004 -13%
JWBC
1508
John W. Brooker & Co
California
$313K – – –
HAS
1509
HBW Advisory Services
California
$312K +$24.9K +550 +9%
GD
1510
Grandfield & Dodd
New York
$310K -$9.06K -200 -3%
TTWM
1511
TCV Trust & Wealth Management
Virginia
$310K +$8.94K +200 +3%
WAP
1512
Wealthcare Advisory Partners
Pennsylvania
$309K -$84.6K -1,866 -21%
VST
1513
Van Strum & Towne
California
$309K – – –
ITIM
1514
Indiana Trust & Investment Management
Indiana
$309K +$57.8K +1,913 +23%
LB
1515
Legacy Bridge
Iowa
$309K +$90.7K +2,000 +42%
LA
1516
LVW Advisors
New York
$309K +$309K +6,818 New
FNBTCON
1517
First National Bank & Trust Co of Newtown
Pennsylvania
$307K -$32.1K -706 -9%
VWA
1518
V Wealth Advisors
Kansas
$307K +$307K +6,735 New
TA
1519
Tectonic Advisors
Texas
$306K +$39.6K +873 +15%
BFWA
1520
Benchmark Financial Wealth Advisors
Florida
$304K -$7.48K -165 -2%
SXL
1521
Summit X LLC
Missouri
$304K -$5.65K -124 -2%
EWM
1522
Empirical Wealth Management
Washington
$304K +$304K +6,707 New
AWA
1523
Arete Wealth Advisors
Illinois
$303K -$123K -3,875 -29%
SA
1524
Strategic Advisors
New York
$303K -$45.2K -1,000 -13%
HKIM
1525
Hayek Kallen Investment Management
Alabama
$303K – – –
59 60
61
62 63