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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 %
MS
1801
Mizuho Securities
Japan
$65K +$52K +1,139 +398%
SWM
1802
Selective Wealth Management
Virginia
$64K -$30.6K -672 -32%
PP
1803
Pacifica Partners
Canada
$64K – – –
DWA
1804
Dougherty Wealth Advisers
Minnesota
$63K – – –
LFG
1805
Larson Financial Group
Missouri
$62K +$6.36K +140 +11%
AWM
1806
Accel Wealth Management
Iowa
$61K +$91 +2 +0.1%
EIP
1807
Ellis Investment Partners
Pennsylvania
$60K -$45 -1 -0.1%
HWA
1808
Heritage Wealth Advisors
Virginia
$59.1K – – –
TAIM
1809
TD Ameritrade Investment Management
Nebraska
$59K -$3.47K -77 -6%
FFG
1810
Ford Financial Group
California
$59K +$59K +1,303 New
CWM
1811
Cranbrook Wealth Management
Michigan
$58K -$21.4K -470 -27%
JMF
1812
Johnson Midwest Financial
Iowa
$58K +$5.19K +115 +10%
KFI
1813
Key Financial Inc
Pennsylvania
$55K – – –
ME
1814
McIlrath & Eck
Washington
$55K +$862 +19 +2%
AIG
1815
American International Group
New York
$54.8K -$623 -13,748 -1%
HH
1816
HWG Holdings
Texas
$53K -$487K -10,742 -90%
Nisa Investment Advisors
1817
Nisa Investment Advisors
Missouri
$52K -$1.24K -27,402 -2%
FHC
1818
First Horizon Corporation
Tennessee
$52K -$191K -4,244 -79%
UFF
1819
USA Financial Formulas
Michigan
$52K +$52K +1,150 New
MWC
1820
MBM Wealth Consultants
Missouri
$50K – – –
LWP
1821
Lumature Wealth Partners
Georgia
$50K – – –
MFT
1822
Moisand Fitzgerald Tamayo
Florida
$50K +$36.3K +795 +265%
NC
1823
NewSquare Capital
Pennsylvania
$49K – – –
VC
1824
Veracity Capital
Georgia
$48K -$668K -14,882 -93%
EBA
1825
Eagle Bay Advisors
New York
$48K +$48K +1,030 New
71 72
73
74 75