WFC icon

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 %
BBNB
1601
Baker Boyer National Bank
Washington
$249K +$249K +6,354 New
ZB
1602
Zions Bancorporation
Utah
$248K -$49.2K -1,087 -17%
PCH
1603
PGIM Custom Harvest
New Jersey
$247K +$2.53K +56 +1%
TYCC
1604
Texas Yale Capital Corp
Florida
$246K -$45.3K -1,000 -16%
JFA
1605
Johanson Financial Advisors
California
$246K -$2.66K -59 -1%
AB
1606
Atlas Brown
Kentucky
$246K – – –
RW
1607
REDW Wealth
New Mexico
$246K – – –
JFGIW
1608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$246K +$181K +4,000 +280%
KWM
1609
Keebeck Wealth Management
Illinois
$245K – – –
BFO
1610
Boston Family Office
Massachusetts
$245K – – –
WWM
1611
Wagner Wealth Management
South Carolina
$245K +$76K +1,680 +45%
PC
1612
Pecaut & Co
Iowa
$245K +$245K +5,400 New
CWP
1613
Curated Wealth Partners
California
$245K +$245K +5,407 New
SIC
1614
Samalin Investment Counsel
New York
$243K -$95.1K -2,102 -28%
SGI
1615
Summit Global Investments
Utah
$243K -$4.53K -100 -2%
CFA
1616
Cahill Financial Advisors
Minnesota
$243K +$243K +5,372 New
BONST
1617
Bank of Nova Scotia Trust
Ontario, Canada
$242K -$6.34K -140 -3%
VBFP
1618
Valtinson Bruner Financial Planning
Minnesota
$242K +$180 +4 +0.1%
HR
1619
Hardy Reed
Mississippi
$241K -$60.5K -1,337 -20%
CCG
1620
Capital CS Group
California
$241K +$241K +5,322 New
CC
1621
Constitution Capital
Connecticut
$240K – – –
MPCG
1622
Matrix Private Capital Group
New York
$238K -$9.49K -210 -4%
PAMP
1623
Polar Asset Management Partners
Ontario, Canada
$238K +$238K +5,260 New
GC
1624
Gratus Capital
Georgia
$237K -$36.1K -799 -13%
MCM
1625
Monument Capital Management
Virginia
$237K +$237K +5,224 New
63 64
65
66 67