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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 %
PWM
1701
Prentice Wealth Management
New York
$142K – – –
VCM
1702
Vigilant Capital Management
Maine
$141K +$10.9K +234 +8%
GKWIM
1703
Gerber Kawasaki Wealth & Investment Management
California
$140K -$285K -6,173 -67%
LC
1704
Lindbrook Capital
California
$139K -$273K -5,909 -66%
AP
1705
Arlington Partners
Alabama
$139K -$19.2K -416 -12%
NFSG
1706
Newbridge Financial Services Group
Florida
$139K +$11.6K +250 +9%
OIA
1707
Optimum Investment Advisors
Illinois
$138K -$23.2K -500 -14%
RCG
1708
Rock Creek Group
District of Columbia
$137K -$151K -3,255 -52%
PWMG
1709
Prestige Wealth Management Group
New Jersey
$136K -$163K -3,508 -55%
CYG
1710
Clean Yield Group
Vermont
$132K – – –
MHR
1711
Matthew Hamilton Rosenberg
$132K +$58.7K +1,709 +80%
TAM
1712
Tucker Asset Management
Colorado
$132K +$9.62K +188 +8%
EAM
1713
Eukles Asset Management
Ohio
$131K +$42.1K +907 +47%
CCA
1714
Column Capital Advisors
Indiana
$127K – – –
CIR
1715
Clear Investment Research
Georgia
$127K – – –
CAL
1716
Capital Analysts LLC
Pennsylvania
$127K +$13.8K +300 +12%
AssetMark Inc
1717
AssetMark Inc
California
$125K +$52.2K +1,125 +72%
TWA
1718
TCI Wealth Advisors
Arizona
$124K -$233 -5 -0.2%
CB
1719
CNB Bank
Pennsylvania
$122K -$14.6K -315 -11%
HC
1720
Hoese & Co
Minnesota
$119K -$97.5K -2,100 -45%
APW
1721
Acima Private Wealth
Virginia
$119K – – –
JEST
1722
JTC Employer Solutions Trustee
Jersey
$118K – – –
MUMSS
1723
Mitsubishi UFJ Morgan Stanley Securities
Japan
$117K +$78.5K +1,690 +204%
1IA
1724
1834 Investment Advisors
Wisconsin
$116K -$125K -2,693 -52%
LPIC
1725
LeJeune Puetz Investment Counsel
Michigan
$115K – – –
67 68
69
70 71