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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 %
FWM
1726
Focused Wealth Management
New York
$159K – – –
AWM
1727
Activest Wealth Management
Florida
$159K +$6.85K +151 +5%
OIA
1728
Optimum Investment Advisors
Illinois
$157K – – –
PO
1729
Private Ocean
California
$155K -$22.3K -494 -13%
Kayne Anderson Rudnick Investment Management
1730
Kayne Anderson Rudnick Investment Management
California
$155K – – –
AP
1731
Arlington Partners
Alabama
$155K – – –
SSC
1732
Syverson Strege & Co
Iowa
$153K – – –
PFBT
1733
Parkside Financial Bank & Trust
Missouri
$151K -$17.7K -390 -10%
BDWM
1734
Brewin Dolphin Wealth Management
Ireland
$148K +$15.4K +339 +12%
FCM
1735
Firestone Capital Management
Florida
$146K +$91 +2 +0.1%
FF
1736
FourThought Financial
Florida
$141K – – –
IF
1737
Ironwood Financial
Arizona
$140K -$2.4K -53 -2%
Capstone Investment Advisors
1738
Capstone Investment Advisors
New York
$138K -$723K -16,004 -84%
PWM
1739
Prentice Wealth Management
New York
$138K – – –
CB
1740
CNB Bank
Pennsylvania
$134K -$7.22K -159 -5%
Loomis, Sayles & Company
1741
Loomis, Sayles & Company
Massachusetts
$130K +$98.4K +2,180 +312%
CYG
1742
Clean Yield Group
Vermont
$129K +$129K +2,848 New
HBT
1743
Hills Bank & Trust
Iowa
$128K +$3.61K +80 +3%
VCM
1744
Vigilant Capital Management
Maine
$127K – – –
CCA
1745
Column Capital Advisors
Indiana
$124K – – –
NFSG
1746
Newbridge Financial Services Group
Florida
$124K +$45 +1 +0%
CIR
1747
Clear Investment Research
Georgia
$124K +$43.5K +958 +54%
SQA
1748
Simon Quick Advisors
New Jersey
$123K -$25.1K -559 -17%
TWA
1749
TCI Wealth Advisors
Arizona
$121K +$635 +14 +0.5%
JEST
1750
JTC Employer Solutions Trustee
Jersey
$118K +$118K +2,605 New
68 69
70
71 72