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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 %
W
1676
Wealthquest
Ohio
$211K +$211K +4,678 New
WPP
1677
Whalerock Point Partners
Rhode Island
$210K +$210K +4,640 New
NG
1678
Northstar Group
New York
$209K +$209K +4,599 New
CCA
1679
Catalyst Capital Advisors
New York
$209K +$209K +4,615 New
CTI
1680
Community Trust & Investment
Kentucky
$209K +$209K +4,619 New
BWA
1681
Bordeaux Wealth Advisors
California
$209K +$209K +4,625 New
CAC
1682
Certified Advisory Corp
Florida
$208K -$78K -1,719 -27%
EIG
1683
Ellenbecker Investment Group
Wisconsin
$208K +$208K +4,603 New
IIC
1684
Integrated Investment Consultants
Michigan
$207K +$207K +4,573 New
RIM
1685
Rockbridge Investment Management
New York
$206K -$31.3K -692 -13%
LJHT
1686
Laurie J. Hall Trustee
$206K -$1.9K -42 -0.9%
VFP
1687
Verus Financial Partners
Virginia
$206K +$206K +4,589 New
SCM
1688
Silvant Capital Management
Georgia
$205K – – –
FA
1689
Fermata Advisors
California
$205K +$205K +4,525 New
HVIA
1690
Hudson Valley Investment Advisors
New York
$202K +$202K +4,465 New
WAAG
1691
Wealth Alliance Advisory Group
Kansas
$201K +$201K +4,433 New
MWM
1692
Modera Wealth Management
New Jersey
$201K +$201K +4,446 New
ACA
1693
Affinity Capital Advisors
California
$201K +$201K +4,447 New
SL
1694
Salomon & Ludwin
Virginia
$200K +$200K +4,423 New
AIM
1695
Arcadia Investment Management
Michigan
$199K – – –
SFSIG
1696
San Francisco Sentry Investment Group
California
$199K +$1.63K +36 +0.8%
RFA
1697
Reilly Financial Advisors
California
$198K -$45 -1 -0%
CWC
1698
Carolinas Wealth Consulting
North Carolina
$198K +$27.2K +602 +16%
ARMC
1699
American Research & Management Company
Massachusetts
$197K -$11.3K -250 -5%
S
1700
Seeyond
France
$197K +$903 +20 +0.5%
66 67
68
69 70