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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
$582M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.62B
5
Boston Partners
Boston Partners
Massachusetts
$728M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$21.8B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$356M
3
Capital Research Global Investors
Capital Research Global Investors
California
$0
4
American Century Companies
American Century Companies
Missouri
$386M
5
BlackRock
BlackRock
New York
$13.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
1801
Old Second National Bank of Aurora
Illinois
$37K – – –
BIA
1802
Bell Investment Advisors
California
$37K +$37K +787 New
KPCM
1803
Kings Point Capital Management
New York
$36K -$46.9K -999 -57%
LFG
1804
Larson Financial Group
Missouri
$35K -$28K -607 -44%
GAM
1805
Gemmer Asset Management
California
$35K +$1.76K +38 +5%
AWM
1806
Activest Wealth Management
Florida
$34K -$131K -2,780 -79%
PH
1807
Pinnacle Holdings
Oklahoma
$34K +$34K +732 New
BA
1808
Bellwether Advisors
Nebraska
$33K – – –
CHA
1809
Carmichael Hill & Associates
Maryland
$33K +$140 +3 +0.4%
HDIM
1810
Hanson & Doremus Investment Management
Vermont
$33K +$2.16K +46 +7%
HWA
1811
HHM Wealth Advisors
Tennessee
$32K -$15.3K -332 -32%
TCCM
1812
Timber Creek Capital Management
Massachusetts
$32K – – –
NOI
1813
Newton One Investments
Delaware
$32K – – –
HWM
1814
Holloway Wealth Management
Florida
$30K -$29K – –
UAML
1815
US Asset Management LLC
Pennsylvania
$30K +$30K +637 New
CMA
1816
Cedar Mountain Advisors
Oregon
$29K -$3.1K -66 -10%
RIA
1817
RPG Investment Advisory
California
$29K – – –
IPW
1818
IronBridge Private Wealth
Texas
$29K – – –
GM
1819
GeoWealth Management
Illinois
$29K +$1.16K +25 +4%
PCH
1820
Polar Capital Holdings
United Kingdom
$28.2K -$5.99K -129,156 -18%
M
1821
MOTCO
Texas
$28K -$391K -8,357 -93%
AWM
1822
AllSquare Wealth Management
New York
$28K -$56K -1,200 -67%
CIA
1823
Cascade Investment Advisors
Oregon
$27.8K -$13.9K -300 -33%
TF
1824
TimeScale Financial
Massachusetts
$27K +$94 +2 +0.3%
CA
1825
Centerpoint Advisors
Massachusetts
$26K – – –
71 72
73
74 75