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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 %
CA
1526
Calton & Associates
Florida
$302K -$78.4K -1,728 -21%
MSAM
1527
Moloney Securities Asset Management
Missouri
$302K -$41.1K -905 -12%
PB
1528
Pinnacle Bancorp
Nebraska
$302K -$10.1K -223 -3%
LCS
1529
Levin Capital Strategies
New York
$302K – – –
KFP
1530
KMG Fiduciary Partners
Ohio
$302K +$52.1K +1,148 +21%
SWM
1531
Stockman Wealth Management
Montana
$301K -$29.5K -650 -9%
SIG
1532
Sky Investment Group
Connecticut
$301K -$4.53K -100 -1%
TFF
1533
The Family Firm
Maryland
$299K -$8K -177 -3%
SAM
1534
Security Asset Management
New York
$299K – – –
WAS
1535
Wealth Advisory Solutions
Indiana
$295K -$2.32M -51,242 -89%
TWP
1536
Tempus Wealth Planning
California
$295K – – –
IBOK
1537
Independence Bank of Kentucky
Kentucky
$293K -$63.4K -1,400 -18%
VCAM
1538
Van Cleef Asset Management
Ohio
$293K – – –
CFG
1539
CKW Financial Group
Hawaii
$293K – – –
PWMG
1540
Prestige Wealth Management Group
New Jersey
$291K +$103K +2,288 +55%
BAM
1541
Brave Asset Management
New Jersey
$290K -$62.8K -1,386 -18%
ACA
1542
Aptus Capital Advisors
Alabama
$289K +$3.26K +72 +1%
CFO
1543
CVA Family Office
Colorado
$289K +$57.6K +1,275 +25%
PGIM
1544
Pacific Global Investment Management
California
$288K -$44.7K -986 -13%
KNW
1545
Kesler Norman & Wride
Utah
$287K -$106K -2,307 -27%
VA
1546
Valmark Advisers
Ohio
$287K -$3.21K -71 -1%
TCWA
1547
Ten Capital Wealth Advisors
Washington
$287K – – –
TC
1548
Telemus Capital
Michigan
$286K -$240K -5,298 -46%
PP
1549
Patten & Patten
Tennessee
$285K -$64K -1,411 -18%
DAC
1550
Dividend Assets Capital
South Carolina
$284K – – –
60 61
62
63 64