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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 %
WAS
1726
Winch Advisory Services
Wisconsin
$115K +$508 +11 +0.4%
ITFISA
1727
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$113K – – –
DWMG
1728
DB Wealth Management Group
California
$112K – – –
MGIM
1729
M&G Investment Management
United Kingdom
$111K +$10.3K +223,745 +10%
SFFS
1730
Stonehage Fleming Financial Services
Jersey
$108K – – –
WPA
1731
West Paces Advisors
Georgia
$108K -$5.94K -128 -5%
CWA
1732
Clearview Wealth Advisors
Oregon
$107K +$93 +2 +0.1%
SNT
1733
Security National Trust
West Virginia
$105K – – –
APC
1734
Aspire Private Capital
North Carolina
$103K -$68K -1,460 -40%
SBL
1735
Sargent Bickham Lagudis
Colorado
$100K -$16.7K -359 -14%
AIC
1736
Archer Investment Corporation
Indiana
$98.6K +$18.4K +396 +23%
AWM
1737
Atticus Wealth Management
Florida
$97K – – –
AFS
1738
Annapolis Financial Services
Maryland
$97K +$92 +2 +0.1%
BWA
1739
BDO Wealth Advisors
Florida
$96K -$9.07K -196 -9%
SIM
1740
Sonora Investment Management
Arizona
$96K +$11.3K +243 +13%
GFPC
1741
Global Financial Private Client
Florida
$95K – – –
FFC
1742
First Financial Corp
Indiana
$95K – – –
TFIPS
1743
Towarzystwo Funduszy Inwestycyjnych PZU SA
$92.8K – – –
GWSG
1744
GPS Wealth Strategies Group
Colorado
$91K -$106K -2,280 -54%
EWM
1745
Evermay Wealth Management
Virginia
$90K -$98.2K -2,125 -52%
GI
1746
Gradient Investments
Minnesota
$90K -$787 -17 -0.9%
JGIA
1747
Jackson Grant Investment Advisers
Connecticut
$90K – – –
LTI
1748
Laffer Tengler Investments
Tennessee
$88.3K +$88.3K +1,903 New
EWM
1749
Endurance Wealth Management
Rhode Island
$88K – – –
PIA
1750
Powell Investment Advisors
Florida
$87K – – –
68 69
70
71 72