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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 %
TH
1601
TCTC Holdings
Texas
$237K +$194K +4,193 +453%
BCM
1602
Bourgeon Capital Management
Connecticut
$237K +$237K +5,108 New
BONST
1603
Bank of Nova Scotia Trust
Ontario, Canada
$236K -$11.6K -250 -5%
FIA
1604
Foundations Investment Advisors
Arizona
$236K +$236K +4,913 New
VWA
1605
V Wealth Advisors
Kansas
$235K -$77.7K -1,673 -25%
BWA
1606
Burt Wealth Advisors
Maryland
$235K – – –
AUB
1607
Atlantic Union Bankshares
Virginia
$232K -$30.1K -647 -11%
CCG
1608
Ceeto Capital Group
Florida
$232K – – –
MJP
1609
Michael J. Puzo
$232K – – –
SL
1610
Salomon & Ludwin
Virginia
$232K +$26.9K +579 +13%
Flossbach Von Storch
1611
Flossbach Von Storch
Germany
$231K – – –
VDI
1612
Vaughan David Investments
Illinois
$230K -$50.9K -1,100 -18%
TFA
1613
Tranquilli Financial Advisor
New Jersey
$230K +$3.25K +70 +1%
WWM
1614
Wagner Wealth Management
South Carolina
$229K -$47.6K -933 -17%
HR
1615
Hardy Reed
Mississippi
$229K -$18.4K -395 -7%
CWM
1616
Chesapeake Wealth Management
Virginia
$229K – – –
SSWM
1617
Smith Salley Wealth Management
North Carolina
$229K +$8.4K +181 +4%
5L
1618
55I LLC
Massachusetts
$228K +$1.53K +33 +0.7%
CTI
1619
Community Trust & Investment
Kentucky
$228K +$13.9K +300 +6%
LB
1620
Leo Brokerage
Texas
$228K +$228K +4,918 New
WSFS
1621
Wilmington Savings Fund Society
Delaware
$227K -$13.9K -300 -6%
VFP
1622
Verus Financial Partners
Virginia
$226K -$593 -12 -0.3%
MIC
1623
Means Investment Company
Maine
$225K +$649 +14 +0.3%
UBV
1624
United Bank (Virginia)
Virginia
$224K – – –
WOC
1625
West Oak Capital
California
$223K – – –
63 64
65
66 67