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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 %
FPS
1701
Fieldpoint Private Securities
Connecticut
$193K +$24.8K +500 +15%
GWSG
1702
GPS Wealth Strategies Group
Colorado
$192K -$2.22K -49 -1%
CHC
1703
City Holding Co
West Virginia
$191K – – –
SWM
1704
Sugarloaf Wealth Management
Georgia
$188K +$3.36K +74 +2%
TCM
1705
Tradewinds Capital Management
Washington
$188K +$27.3K +604 +17%
ACA
1706
Atlas Capital Advisors
Wyoming
$187K +$6.16K +136 +3%
APP
1707
Alpha Paradigm Partners
Illinois
$186K +$186K +4,096 New
Q
1708
QVR
California
$185K +$185K +4,094 New
TFS
1709
TrustCore Financial Services
Tennessee
$184K +$45 +1 +0%
EWM
1710
Evermay Wealth Management
Virginia
$184K +$184K +4,072 New
EWM
1711
Edge Wealth Management
New York
$183K -$124K -2,752 -40%
JWM
1712
Janiczek Wealth Management
Colorado
$183K +$8.14K +180 +5%
BFC
1713
Bedel Financial Consulting
Indiana
$182K +$272 +6 +0.1%
HR
1714
Howe & Rusling
New York
$180K -$271 -6 -0.2%
CFD
1715
Creative Financial Designs
Indiana
$179K -$3.71K -82 -2%
PFA
1716
Professional Financial Advisors
Nebraska
$177K +$359 +8 +0.2%
WP
1717
WealthShield Partners
North Carolina
$177K +$34.9K +770 +25%
VCM
1718
Versant Capital Management
Arizona
$174K +$42.9K +944 +33%
FCB
1719
First Command Bank
Texas
$169K – – –
FCFS
1720
First Command Financial Services
Texas
$169K – – –
ACM
1721
AUA Capital Management
Pennsylvania
$167K -$45.4K -1,000 -21%
OC
1722
Oakworth Capital
Alabama
$166K -$11.3K -249 -6%
APC
1723
Aspire Private Capital
North Carolina
$166K -$859 -19 -0.5%
KTC
1724
Kistler-Tiffany Companies
Pennsylvania
$166K +$2.5K +55 +2%
SC
1725
Sierra Capital
Florida
$165K – – –
67 68
69
70 71