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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 %
ANB
1501
Amarillo National Bank
Texas
$306K +$19.5K +420 +7%
FB
1502
First Bancorp
Maine
$306K +$306K +6,581 New
CS
1503
Comerica Securities
Michigan
$305K +$49.7K +1,071 +19%
SRSA
1504
S.R. Schill & Associates
Washington
$303K -$150K -3,228 -33%
CFG
1505
CKW Financial Group
Hawaii
$303K – – –
TWP
1506
Tempus Wealth Planning
California
$301K -$1.95K -42 -0.6%
PWA
1507
Phoenix Wealth Advisors
North Carolina
$295K – – –
KNW
1508
Kesler Norman & Wride
Utah
$295K +$5.01K +108 +2%
TCWA
1509
Ten Capital Wealth Advisors
Washington
$294K – – –
DAC
1510
Dividend Assets Capital
South Carolina
$291K – – –
SIG
1511
Sky Investment Group
Connecticut
$289K -$19.4K -417 -6%
VCAM
1512
Van Cleef Asset Management
Ohio
$289K -$11.6K -250 -4%
GSEP
1513
Golden State Equity Partners
California
$288K -$539K -11,611 -65%
CAGAS
1514
Capital Advisory Group Advisory Services
Minnesota
$288K -$47.6K -1,025 -14%
KFP
1515
KMG Fiduciary Partners
Ohio
$288K -$21.5K -463 -7%
BWM
1516
BNC Wealth Management
Oregon
$288K +$93 +2 +0%
LRPA
1517
L. Roy Papp & Associates
Arizona
$288K +$371 +8 +0.1%
TSS
1518
Two Sigma Securities
New York
$287K -$1.03M -22,080 -78%
GEA
1519
Glen Eagle Advisors
New Jersey
$286K – – –
BS
1520
Banco Santander
Spain
$285K – – –
WCM
1521
Windsor Capital Management
Arizona
$284K -$51.1K -1,102 -15%
CAM
1522
Campion Asset Management
Virginia
$283K -$4.18K -90 -1%
MWM
1523
Modera Wealth Management
New Jersey
$283K +$76.6K +1,651 +37%
VA
1524
Valmark Advisers
Ohio
$282K -$12.3K -266 -4%
ODCM
1525
Old Dominion Capital Management
Virginia
$282K – – –
59 60
61
62 63