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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 %
WCG
1551
Weaver Consulting Group
California
$259K -$17.4K -375 -6%
SWA
1552
Sutton Wealth Advisors
Florida
$259K -$46 -1 -0%
SF
1553
Summit Financial
New Jersey
$258K +$258K +5,555 New
HKIM
1554
Hayek Kallen Investment Management
Alabama
$257K -$53.5K -1,153 -17%
CG
1555
CFO4Life Group
Texas
$257K -$6.72K -145 -3%
WPP
1556
Whalerock Point Partners
Rhode Island
$257K +$41.8K +900 +19%
HFM
1557
Harvest Fund Management
China
$256K -$101K -2,180 -28%
MS
1558
Maven Securities
Jersey
$256K +$256K +5,526 New
SOAMC
1559
Spirit of America Management Corp
New York
$255K – – –
MJRIC
1560
Mogy Joel R Investment Counsel
California
$255K – – –
JFA
1561
Johanson Financial Advisors
California
$255K +$1.16K +25 +0.5%
WP
1562
WMS Partners
Maryland
$255K +$255K +5,490 New
HFA
1563
HC Financial Advisors
California
$254K -$1.53K -33 -0.6%
PCH
1564
PGIM Custom Harvest
New Jersey
$254K +$789 +17 +0.3%
NFC
1565
Northeast Financial Consultants
Connecticut
$253K -$11.6K -250 -4%
CCP
1566
Clarkston Capital Partners
Michigan
$252K -$37.2K -800 -13%
NSB
1567
Norway Savings Bank
Maine
$252K -$9.31K -201 -4%
JFGIW
1568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K – – –
RW
1569
REDW Wealth
New Mexico
$252K – – –
TYCC
1570
Texas Yale Capital Corp
Florida
$252K – – –
AB
1571
Atlas Brown
Kentucky
$252K – – –
CWP
1572
Curated Wealth Partners
California
$252K +$1.53K +33 +0.6%
PC
1573
Pecaut & Co
Iowa
$251K – – –
SGI
1574
Summit Global Investments
Utah
$251K +$2.04K +44 +0.8%
IIC
1575
Integrated Investment Consultants
Michigan
$251K +$38.4K +825 +18%
61 62
63
64 65