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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 %
HFS
1626
Hantz Financial Services
Michigan
$221K -$5.19K -112 -2%
MVP
1627
Miller Value Partners
Florida
$220K -$137K -2,950 -38%
BCA
1628
Biltmore Capital Advisors
New Jersey
$220K -$790 -17 -0.4%
FAG
1629
Financial Advisory Group
Texas
$220K – – –
AIM
1630
Acropolis Investment Management
Missouri
$219K -$12K -264 -5%
PAM
1631
Premier Asset Management
Illinois
$218K – – –
DA
1632
DSC Advisors
Illinois
$218K +$218K +4,692 New
WWM
1633
Wolff Wiese Magana
California
$217K -$11.6K -250 -5%
W
1634
Wealthquest
Ohio
$217K – – –
SAMT
1635
Select Asset Management & Trust
Pennsylvania
$216K – – –
HWMG
1636
Hurlow Wealth Management Group
Indiana
$216K – – –
MCM
1637
Marathon Capital Management
Maryland
$216K +$216K +4,634 New
LG
1638
Leuthold Group
Minnesota
$216K +$216K +4,645 New
RIM
1639
Rockbridge Investment Management
New York
$215K +$3.81K +82 +2%
AWM
1640
Altavista Wealth Management
North Carolina
$214K -$74.1K -1,600 -26%
LW
1641
Linscomb Wealth
Texas
$214K -$60.8K -1,308 -22%
CCA
1642
Catalyst Capital Advisors
New York
$214K – – –
EIG
1643
Ellenbecker Investment Group
Wisconsin
$214K +$880 +19 +0.4%
FA
1644
Fermata Advisors
California
$214K +$4.26K +92 +2%
WAS
1645
Wealth Advisory Solutions
Indiana
$213K -$89.7K -1,931 -30%
FPIS
1646
Financial Planning & Information Services
Wisconsin
$213K +$213K +4,590 New
BMWM
1647
Brown Miller Wealth Management
Virginia
$212K +$212K +4,574 New
LJHT
1648
Laurie J. Hall Trustee
$211K – – –
SCM
1649
Silvant Capital Management
Georgia
$210K – – –
MPWT
1650
MassMutual Private Wealth & Trust
Connecticut
$207K +$92.7K +1,998 +81%
64 65
66
67 68