WFC icon

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 %
HBT
1576
Hills Bank & Trust
Iowa
$251K +$119K +2,576 +91%
WIA
1577
World Investment Advisors
California
$250K -$18.7K -402 -7%
SIC
1578
Samalin Investment Counsel
New York
$250K +$743 +16 +0.3%
BWA
1579
Bordeaux Wealth Advisors
California
$250K +$35.3K +760 +16%
OWA
1580
Octavia Wealth Advisors
Ohio
$250K +$250K +5,357 New
SICM
1581
Sustainable Insight Capital Management
New York
$248K +$8.59K +185 +4%
PSIWM
1582
Paradigm Strategies in Wealth Management
Minnesota
$248K +$220K +4,727 +780%
MPCG
1583
Matrix Private Capital Group
New York
$247K +$2.28K +49 +0.9%
CC
1584
Constitution Capital
Connecticut
$246K – – –
PCMC
1585
Private Capital Management (Colorado)
Colorado
$245K +$22.7K +489 +10%
GCIA
1586
Gabelli & Co Investment Advisers
New York
$244K +$3.48K +75 +1%
LFF
1587
Level Four Financial
Texas
$244K +$244K +5,263 New
HAS
1588
HBW Advisory Services
California
$243K -$77K -1,656 -24%
GC
1589
Gratus Capital
Georgia
$243K – – –
AMC
1590
Asset Management Corp
Illinois
$243K +$3.02K +65 +1%
MC
1591
Middleton & Co
Massachusetts
$242K -$118K -2,546 -33%
CT
1592
Coastline Trust
Rhode Island
$242K – – –
TWA
1593
TPB Wealth Advisors
Texas
$242K +$4.32K +93 +2%
ACM
1594
Alta Capital Management
Utah
$241K -$387K -8,361 -62%
CAAS
1595
Capital Asset Advisory Services
Michigan
$241K -$157K -3,382 -39%
NFG
1596
Nations Financial Group
Iowa
$241K +$605 +13 +0.3%
CWP
1597
Concord Wealth Partners
Virginia
$239K -$87.6K -1,888 -27%
BFO
1598
Boston Family Office
Massachusetts
$239K -$12.1K -260 -5%
NDSI
1599
Newman Dignan & Sheerar Inc
Rhode Island
$239K – – –
BCM
1600
Buckhead Capital Management
Georgia
$237K – – –
62 63
64
65 66