WFC icon

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 %
CT
1826
Clearstead Trust
Maine
$26K +$26K +570 New
BCPWM
1827
Bradley & Co Private Wealth Management
Florida
$25K – – –
LPWM
1828
Lake Point Wealth Management
Texas
$25K – – –
TAIM
1829
TD Ameritrade Investment Management
Nebraska
$24K -$6.46K -278 -21%
TFM
1830
TFC Financial Management
Massachusetts
$23K +$7.87K +166 +52%
TVWM
1831
Tower View Wealth Management
Wisconsin
$23K +$23K +500 New
BWM
1832
Baystate Wealth Management
Massachusetts
$21K +$10.2K +223 +95%
SIS
1833
Sound Income Strategies
Florida
$20K – – –
TCWM
1834
Total Clarity Wealth Management
Illinois
$20K +$20K +435 New
PAI
1835
Pittenger & Anderson Inc
Nebraska
$19K – – –
TIM
1836
Tortoise Investment Management
New York
$19K – – –
T2I
1837
Turim 21 Investimentos
Brazil
$19K – – –
IRAG
1838
Investment Research & Advisory Group
Georgia
$19K – – –
SFP
1839
Sterling Financial Planning
New Jersey
$19K – – –
OCM
1840
Orion Capital Management
California
$19K – – –
KA
1841
Kozak & Associates
Colorado
$19K +$19K +367 New
RTL
1842
Red Tortoise LLC
Georgia
$18K +$18K +431 New
HF
1843
Halpern Financial
Virginia
$17.1K – – –
SCA
1844
Stuart Chaussee & Associates
California
$17K – – –
CFFP
1845
Center for Financial Planning
Michigan
$17K – – –
KIG
1846
Kowal Investment Group
Wisconsin
$17K +$17K +376 New
CG
1847
Cutler Group
California
$16K -$6.83M -155,359 -100%
AFIA
1848
America First Investment Advisors
Nebraska
$16K – – –
VIMU
1849
Veritas Investment Management (UK)
United Kingdom
$16K – – –
MS
1850
Mizuho Securities
Japan
$13K -$52K -1,140 -80%
72 73
74
75 76