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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 %
FCA
1676
FinTrust Capital Advisors
South Carolina
$186K -$47.9K -1,029 -20%
EW
1677
Evoke Wealth
California
$184K -$949K -20,468 -84%
PFA
1678
Professional Financial Advisors
Nebraska
$184K +$742 +16 +0.4%
FPS
1679
Fieldpoint Private Securities
Connecticut
$184K +$3.99K +86 +2%
SSC
1680
Syverson Strege & Co
Iowa
$184K +$26.9K +579 +17%
ARMC
1681
American Research & Management Company
Massachusetts
$183K -$18.5K -400 -9%
CFD
1682
Creative Financial Designs
Indiana
$182K -$1.11K -24 -0.6%
APP
1683
Alpha Paradigm Partners
Illinois
$178K -$11.9K -256 -6%
KTC
1684
Kistler-Tiffany Companies
Pennsylvania
$175K +$5.47K +118 +3%
OC
1685
Oakworth Capital
Alabama
$174K +$4.69K +101 +3%
ACM
1686
AUA Capital Management
Pennsylvania
$171K – – –
PFBT
1687
Parkside Financial Bank & Trust
Missouri
$170K +$15.9K +344 +10%
SC
1688
Sierra Capital
Florida
$169K – – –
FWM
1689
Focused Wealth Management
New York
$169K +$6K +129 +4%
CWC
1690
Carolinas Wealth Consulting
North Carolina
$165K -$38.1K -821 -19%
FCFS
1691
First Command Financial Services
Texas
$160K -$13.9K -300 -8%
FCB
1692
First Command Bank
Texas
$160K -$13.9K -300 -8%
Kayne Anderson Rudnick Investment Management
1693
Kayne Anderson Rudnick Investment Management
California
$158K – – –
ODG
1694
O'Dell Group
Ohio
$154K +$154K +3,315 New
BDWM
1695
Brewin Dolphin Wealth Management
Ireland
$152K – – –
SWM
1696
Sugarloaf Wealth Management
Georgia
$150K -$41.8K -902 -22%
IF
1697
Ironwood Financial
Arizona
$148K +$4.67K +101 +3%
AAP
1698
Arax Advisory Partners
Colorado
$146K -$268K -5,764 -65%
FCM
1699
Firestone Capital Management
Florida
$146K – – –
FF
1700
FourThought Financial
Florida
$145K – – –
66 67
68
69 70