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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 %
FA
1651
Fagan Associates
New York
$223K +$223K +8,541 New
TFA
1652
Tranquilli Financial Advisor
New Jersey
$222K +$222K +4,892 New
HFS
1653
Hantz Financial Services
Michigan
$221K -$5M -110,480 -96%
ET
1654
Equitable Trust
Tennessee
$221K -$22.7K -500 -9%
WA
1655
WESPAC Advisors
California
$221K +$221K +4,879 New
5L
1656
55I LLC
Massachusetts
$221K +$221K +4,879 New
WPC
1657
Waters Parkerson & Co
Louisiana
$221K +$221K +4,883 New
LWM
1658
Lyell Wealth Management
California
$221K +$221K +4,891 New
MIC
1659
Means Investment Company
Maine
$219K +$219K +4,837 New
PCIA
1660
Prime Capital Investment Advisors
Kansas
$219K +$219K +4,844 New
UBV
1661
United Bank (Virginia)
Virginia
$218K -$63.3K -1,400 -23%
GSWM
1662
Golden State Wealth Management
California
$218K +$218K +4,820 New
WOC
1663
West Oak Capital
California
$217K – – –
PCMC
1664
Private Capital Management (Colorado)
Colorado
$216K +$216K +4,779 New
FAG
1665
Financial Advisory Group
Texas
$215K +$215K +4,742 New
BCA
1666
Biltmore Capital Advisors
New Jersey
$215K +$215K +4,749 New
SSWM
1667
Smith Salley Wealth Management
North Carolina
$215K +$215K +4,756 New
ARC
1668
Advisor Resource Council
Texas
$214K +$214K +4,717 New
CF
1669
Copperwynd Financial
Arizona
$213K +$213K +4,699 New
PAM
1670
Premier Asset Management
Illinois
$213K +$213K +4,702 New
FAM
1671
Formidable Asset Management
Ohio
$212K -$294K -6,465 -58%
PT
1672
Plimoth Trust
Massachusetts
$212K -$57.1K -1,261 -21%
HWMG
1673
Hurlow Wealth Management Group
Indiana
$211K -$140K -3,085 -40%
SAMT
1674
Select Asset Management & Trust
Pennsylvania
$211K -$34K -750 -14%
HC
1675
Hoese & Co
Minnesota
$211K +$20.4K +450 +11%
65 66
67
68 69