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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 %
LWP
1776
Lumature Wealth Partners
Georgia
$60K +$9.19K +199 +18%
CWM
1777
Cranbrook Wealth Management
Michigan
$59K – – –
KFI
1778
Key Financial Inc
Pennsylvania
$59K +$3.55K +77 +6%
Nisa Investment Advisors
1779
Nisa Investment Advisors
Missouri
$56.3K +$2.95K +63,543 +6%
EWA
1780
Evolution Wealth Advisors
Florida
$56K -$181K -3,901 -76%
ME
1781
McIlrath & Eck
Washington
$56K – – –
KFS
1782
Kelly Financial Services
Massachusetts
$54.9K -$2.43M -52,282 -98%
PO
1783
Private Ocean
California
$52K -$108K -2,320 -68%
MWC
1784
MBM Wealth Consultants
Missouri
$52K – – –
NC
1785
NewSquare Capital
Pennsylvania
$51K +$1.29K +28 +3%
AWM
1786
Accel Wealth Management
Iowa
$49K -$12.7K -276 -21%
DOA
1787
D'Orazio & Associates
Virginia
$48K -$71.9K -1,536 -60%
CFO
1788
CVA Family Office
Colorado
$47K -$103K -4,392 -69%
FGAM
1789
Financial Gravity Asset Management
Texas
$46K -$2.68K -6 -6%
WAM
1790
Westport Asset Management
Connecticut
$46K – – –
WCA
1791
Windsor Creek Advisors
Vermont
$46K +$46K +1,000 New
SWM
1792
Selective Wealth Management
Virginia
$44K -$21.7K -464 -33%
MCA
1793
Mercer Capital Advisers
New Jersey
$44K – – –
VC
1794
Veracity Capital
Georgia
$42K -$7.28K -158 -15%
AA
1795
AlphaMark Advisors
Kentucky
$42K +$9.33K +200 +29%
ETC
1796
Exchange Traded Concepts
Oklahoma
$41K -$5.24M -112,111 -99%
BWL
1797
Bogart Wealth LLC
Virginia
$39K -$49.8K -1,077 -56%
TC
1798
Truvestments Capital
Florida
$38K +$2.4K +52 +7%
CH
1799
Canton Hathaway
Rhode Island
$38K +$38K +815 New
CAM
1800
Costello Asset Management
Pennsylvania
$37K – – –
70 71
72
73 74