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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 %
SSB
1551
Sandy Spring Bank
Maryland
$283K -$5.92K -131 -2%
AWM
1552
Altavista Wealth Management
North Carolina
$282K -$22.7K -500 -7%
CCP
1553
Clarkston Capital Partners
Michigan
$282K -$13.1K -290 -4%
TCM
1554
Traynor Capital Management
Pennsylvania
$282K +$46.5K +1,032 +20%
BWM
1555
BNC Wealth Management
Oregon
$281K – – –
RCG
1556
Rock Creek Group
District of Columbia
$281K +$39.6K +875 +16%
LRPA
1557
L. Roy Papp & Associates
Arizona
$281K +$281K +6,198 New
CAM
1558
Campion Asset Management
Virginia
$280K – – –
ANB
1559
Amarillo National Bank
Texas
$280K +$280K +6,179 New
GEA
1560
Glen Eagle Advisors
New Jersey
$279K +$120K +2,651 +75%
BS
1561
Banco Santander
Spain
$278K -$1.34M -29,628 -83%
FA
1562
Faithward Advisors
Pennsylvania
$278K +$3.62K +80 +1%
PWA
1563
Phoenix Wealth Advisors
North Carolina
$277K – – –
CCG
1564
Cypress Capital Group
Florida
$276K -$3.8K -84 -1%
VDI
1565
Vaughan David Investments
Illinois
$275K -$119K -2,630 -30%
ODCM
1566
Old Dominion Capital Management
Virginia
$275K – – –
BFG
1567
Berger Financial Group
Minnesota
$275K +$498 +11 +0.2%
CCIA
1568
Cherry Creek Investment Advisors
Colorado
$275K +$275K +6,069 New
DWM
1569
Destination Wealth Management
California
$274K +$274K +6,040 New
WG
1570
Welch Group
Alabama
$273K +$9.05K +200 +3%
PNC
1571
Park National Corp
Ohio
$272K -$4.71K -104 -2%
WCG
1572
Weaver Consulting Group
California
$270K -$63.6K -1,403 -19%
UWPG
1573
Ullmann Wealth Partners Group
Florida
$269K – – –
DA
1574
Detalus Advisors
Missouri
$269K – – –
II
1575
Ibex Investors
Colorado
$268K – – –
61 62
63
64 65