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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
$8.5B
2
BlackRock
BlackRock
New York
$13.5B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.36B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.16B
5
Boston Partners
Boston Partners
Massachusetts
$508M

Top Sellers

1
Sanders Capital
Sanders Capital
Florida
$1.34B
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.58B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$60.4M
4
Deutsche Bank
Deutsche Bank
Germany
$458M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
1751
Acima Private Wealth
Virginia
$116K – – –
DOA
1752
D'Orazio & Associates
Virginia
$116K +$45 +1 +0%
SBL
1753
Sargent Bickham Lagudis
Colorado
$114K +$12.4K +274 +12%
WAS
1754
Winch Advisory Services
Wisconsin
$112K -$11K -244 -9%
MPWT
1755
MassMutual Private Wealth & Trust
Connecticut
$112K +$31.8K +699 +40%
LPIC
1756
LeJeune Puetz Investment Counsel
Michigan
$112K +$112K +2,475 New
WPA
1757
West Paces Advisors
Georgia
$111K – – –
CAL
1758
Capital Analysts LLC
Pennsylvania
$111K -$362 -8 -0.3%
ITFISA
1759
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$110K – – –
DWMG
1760
DB Wealth Management Group
California
$109K – – –
TAM
1761
Tucker Asset Management
Colorado
$108K +$1.04K +23 +1%
SNT
1762
Security National Trust
West Virginia
$105K -$12.5K -275 -11%
SFFS
1763
Stonehage Fleming Financial Services
Jersey
$105K – – –
CWA
1764
Clearview Wealth Advisors
Oregon
$104K +$90 +2 +0.1%
MA
1765
Modus Advisors
Minnesota
$104K +$104K +2,305 New
BWA
1766
BDO Wealth Advisors
Florida
$103K -$150K -3,300 -59%
MGIM
1767
M&G Investment Management
United Kingdom
$98.8K +$31.5K +700,623 +47%
MHR
1768
Matthew Hamilton Rosenberg
$97K – – –
AWM
1769
Atticus Wealth Management
Florida
$95K – – –
AFS
1770
Annapolis Financial Services
Maryland
$95K +$45 +1 +0%
FFC
1771
First Financial Corp
Indiana
$93K – – –
GFPC
1772
Global Financial Private Client
Florida
$91.8K – – –
TFIPS
1773
Towarzystwo Funduszy Inwestycyjnych PZU SA
$90.6K – – –
GI
1774
Gradient Investments
Minnesota
$89K -$265K -5,848 -75%
JGIA
1775
Jackson Grant Investment Advisers
Connecticut
$87K +$3.47K +77 +4%
69 70
71
72 73