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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 %
BWL
1776
Bogart Wealth LLC
Virginia
$87K +$18.1K +400 +26%
EAM
1777
Eukles Asset Management
Ohio
$87K +$57.6K +1,269 +196%
EWM
1778
Endurance Wealth Management
Rhode Island
$85K – – –
PIA
1779
Powell Investment Advisors
Florida
$85K – – –
FP
1780
Financial Perspectives
Minnesota
$84.2K -$3.21M -70,810 -97%
SIM
1781
Sonora Investment Management
Arizona
$83K -$442K -9,730 -84%
RA
1782
Resolute Advisors
California
$83K +$33K +677 +66%
GCM
1783
Gables Capital Management
Florida
$82K – – –
AWM
1784
AllSquare Wealth Management
New York
$82K +$13.7K +300 +20%
FMTCOCP
1785
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80K – – –
EARNEST Partners
1786
EARNEST Partners
Georgia
$80K – – –
KPCM
1787
Kings Point Capital Management
New York
$80K +$1.99K +44 +3%
SB
1788
Strategic Blueprint
Georgia
$80K +$80K +1,772 New
SWA
1789
SOA Wealth Advisors
New York
$79K +$4.41K +98 +6%
AIC
1790
Archer Investment Corporation
Indiana
$78.3K – – –
FCMT
1791
Founders Capital Management (Texas)
Texas
$77K – – –
LWA
1792
Lenox Wealth Advisors
New York
$77K +$6.67K +147 +9%
ATC
1793
Adirondack Trust Company
New York
$76K -$10.8K -237 -12%
BAM
1794
Bellevue Asset Management
Washington
$75K – – –
FFA
1795
Freedman Financial Associates
Massachusetts
$75K – – –
CTB
1796
Country Trust Bank
Illinois
$75K – – –
ADL
1797
Asset Dedication LLC
California
$74K +$9.94K +212 +16%
AssetMark Inc
1798
AssetMark Inc
California
$71K +$71K +1,570 New
CFN
1799
Cordasco Financial Network
Florida
$68K – – –
SGAM
1800
Smith Group Asset Management
Texas
$67K -$19K -420 -22%
70 71
72
73 74