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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 %
SIAP
1851
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K +$672 +15 +5%
COCM
1852
Charter Oak Capital Management
New Hampshire
$12K -$15.1K -300 -56%
AA
1853
Addison Advisors
Vermont
$12K +$920 +20 +8%
TFGT
1854
TS Financial Group (TSFG)
Illinois
$11K – – –
GG
1855
Gleason Group
Kentucky
$10K +$47 +1 +0.5%
RA
1856
Rational Advisors
New York
$10K +$10K +222 New
TG
1857
TCW Group
California
$9.84K -$1.3K -27,994 -12%
APWA
1858
Atlas Private Wealth Advisors
New Jersey
$9K -$18.5K -407 -67%
FNBOSM
1859
First National Bank of South Miami
Florida
$9K – – –
WQ
1860
Wealth Quarterback
New Jersey
$9K +$48 +1 +0.5%
CBT
1861
Central Bank & Trust
Kentucky
$8K -$7.22K -149 -47%
JPLA
1862
Joseph P. Lucia & Associates
New York
$8K – – –
CAL
1863
Capital Advisors Ltd
Ohio
$8K – – –
CPC
1864
Consolidated Planning Corp
Georgia
$8K +$8K +165 New
MFT
1865
Moisand Fitzgerald Tamayo
Florida
$7K -$44.1K -945 -86%
GWMIA
1866
Global Wealth Management Investment Advisory
Florida
$7K – – –
BEI
1867
Benjamin Edwards Inc
Missouri
$7K +$7K +160 New
DFCM
1868
Dark Forest Capital Management
Puerto Rico
$6K -$229K -4,924 -97%
SL
1869
Savior LLC
Massachusetts
$6K -$19.9K -421 -77%
RAM
1870
Riggs Asset Management
Pennsylvania
$6K – – –
PGAM
1871
Princeton Global Asset Management
New Jersey
$6K – – –
FMP
1872
Financial Management Professionals
Texas
$6K +$1.1K +24 +22%
MFM
1873
MD Financial Management
Ontario, Canada
$5K -$10.7K -225 -68%
HFS
1874
Horizon Financial Services
North Carolina
$5K – – –
FEG
1875
Financial Enhancement Group
Indiana
$5K – – –
73 74
75
76 77