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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 %
CCIA
1526
Cherry Creek Investment Advisors
Colorado
$282K +$834 +18 +0.3%
ACA
1527
Aptus Capital Advisors
Alabama
$281K -$14.4K -310 -5%
BFG
1528
Berger Financial Group
Minnesota
$280K -$1.81K -39 -0.6%
PNC
1529
Park National Corp
Ohio
$279K – – –
IBOK
1530
Independence Bank of Kentucky
Kentucky
$278K -$22.3K -480 -7%
CCG
1531
Cypress Capital Group
Florida
$278K -$4.97K -107 -2%
DA
1532
Detalus Advisors
Missouri
$276K – – –
FA
1533
Faithward Advisors
Pennsylvania
$275K -$9.97K -215 -3%
HCM
1534
Hollencrest Capital Management
California
$272K -$186K -4,000 -41%
LFASL
1535
Lugano Financial Advisors SA (LFA)
Switzerland
$272K +$272K +5,852 New
VBFP
1536
Valtinson Bruner Financial Planning
Minnesota
$270K +$452 +9 +0.2%
MAM
1537
Martingale Asset Management
Massachusetts
$270K +$270K +5,803 New
MFW
1538
Mosaic Family Wealth
Missouri
$269K +$139 +3 +0.1%
FPCG
1539
Fort Pitt Capital Group
Pennsylvania
$268K -$417K -8,979 -61%
TCM
1540
Traynor Capital Management
Pennsylvania
$268K -$22.5K -486 -8%
GSWM
1541
Golden State Wealth Management
California
$268K +$44.6K +961 +20%
HPC
1542
Hobart Private Capital
North Carolina
$268K -$1.49K -32 -0.6%
JLBC
1543
J.L. Bainbridge & Co
Florida
$267K -$98.8K -2,128 -27%
BHWM
1544
Bar Harbor Wealth Management
New Hampshire
$265K -$1.16K -25 -0.4%
SA
1545
Strategic Advisors
New York
$264K -$46.3K -1,000 -15%
PP
1546
Patten & Patten
Tennessee
$264K -$27.5K -593 -9%
IWP
1547
Icon Wealth Partners
Texas
$263K -$108K -2,322 -29%
KF
1548
Krilogy Financial
Missouri
$262K +$262K +5,640 New
EWA
1549
Exencial Wealth Advisors
Oklahoma
$261K -$79K -1,701 -23%
FHC
1550
First Heartland Consultants
Missouri
$260K -$5.99K -129 -2%
60 61
62
63 64