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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 %
LW
1576
Linscomb Wealth
Texas
$268K +$13.6K +300 +5%
SNBOSCI
1577
Security National Bank of Sioux City Iowa
Iowa
$267K -$81.5K -1,799 -23%
LFA
1578
Legacy Financial Advisors
Kentucky
$267K +$13.1K +289 +5%
SHGA
1579
Sand Hill Global Advisors
California
$263K +$6.74K +149 +3%
HPC
1580
Hobart Private Capital
North Carolina
$263K -$1.31K -29 -0.5%
MFW
1581
Mosaic Family Wealth
Missouri
$262K -$24.6K -544 -9%
RIM
1582
Redwood Investment Management
Arizona
$262K +$262K +5,785 New
BHWM
1583
Bar Harbor Wealth Management
New Hampshire
$260K -$4.13K -91 -2%
WIA
1584
World Investment Advisors
California
$259K -$71.1K -1,586 -22%
FHC
1585
First Heartland Consultants
Missouri
$259K +$8.55K +189 +3%
NFC
1586
Northeast Financial Consultants
Connecticut
$258K – – –
CG
1587
CFO4Life Group
Texas
$258K +$19K +420 +8%
WJA
1588
Willis Johnson & Associates
Texas
$256K – – –
AUB
1589
Atlantic Union Bankshares
Virginia
$255K -$12.1K -267 -5%
NSB
1590
Norway Savings Bank
Maine
$255K – – –
MIM
1591
MTM Investment Management
South Carolina
$254K -$1.22K -27 -0.5%
MC
1592
Machina Capital
France
$254K +$254K +5,600 New
SWA
1593
Sutton Wealth Advisors
Florida
$253K +$1.45K +32 +0.6%
BCA
1594
Berman Capital Advisors
Georgia
$252K +$110K +2,425 +77%
ATFA
1595
All Terrain Financial Advisors
Minnesota
$251K – – –
WI
1596
Wintrust Investments
Illinois
$251K +$251K +5,545 New
HFA
1597
HC Financial Advisors
California
$250K -$62.5K -1,378 -20%
CS
1598
Comerica Securities
Michigan
$249K -$41.8K -924 -14%
MJRIC
1599
Mogy Joel R Investment Counsel
California
$249K – – –
SOAMC
1600
Spirit of America Management Corp
New York
$249K +$249K +5,500 New
62 63
64
65 66