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 %
LWM
1651
Laidlaw Wealth Management
New York
$206K -$134K -2,884 -39%
WAAG
1652
Wealth Alliance Advisory Group
Kansas
$206K – – –
TFCP
1653
Twin Focus Capital Partners
Massachusetts
$206K +$206K +4,441 New
CAC
1654
Cowen and Company
New York
$205K -$855K -18,444 -81%
GAM
1655
Gould Asset Management
California
$205K -$130K -2,804 -39%
IWN
1656
Independent Wealth Network
Iowa
$205K +$205K +3,940 New
CCFCSB
1657
Cape Cod Five Cents Savings Bank
Massachusetts
$205K +$205K +4,425 New
BAM
1658
Brave Asset Management
New Jersey
$204K -$92.7K -2,000 -31%
AIM
1659
Arcadia Investment Management
Michigan
$204K – – –
BWP
1660
Bernardo Wealth Planning
Pennsylvania
$203K +$203K +4,375 New
RA
1661
Riversedge Advisors
Delaware
$203K +$203K +4,375 New
FDS
1662
First Dallas Securities
Texas
$202K -$1.01M -21,806 -83%
ET
1663
Equitable Trust
Tennessee
$202K -$23.1K -500 -10%
ACA
1664
Affinity Capital Advisors
California
$202K -$4.41K -95 -2%
CPWM
1665
Cardinal Point Wealth Management
California
$202K +$202K +4,347 New
RFA
1666
Reilly Financial Advisors
California
$201K -$1.48K -32 -0.7%
FC
1667
Forte Capital
New York
$201K +$201K +4,333 New
S
1668
Seeyond
France
$200K -$2.04K -44 -1%
SIC
1669
Sigma Investment Counselors
Michigan
$200K +$200K +4,312 New
TFS
1670
TrustCore Financial Services
Tennessee
$194K +$5.47K +118 +3%
JWM
1671
Janiczek Wealth Management
Colorado
$194K +$6.26K +135 +3%
TCM
1672
Tradewinds Capital Management
Washington
$193K +$46 +1 +0%
CHC
1673
City Holding Co
West Virginia
$190K -$5.81K -125 -3%
EWM
1674
Edge Wealth Management
New York
$188K – – –
BFC
1675
Bedel Financial Consulting
Indiana
$187K +$604 +13 +0.3%
65 66
67
68 69