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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 %
VIMU
1876
Veritas Investment Management (UK)
United Kingdom
$16K – – –
CFFP
1877
Center for Financial Planning
Michigan
$16K – – –
MFM
1878
MD Financial Management
Ontario, Canada
$15K -$4.09M -90,045 -100%
AFIA
1879
America First Investment Advisors
Nebraska
$15K -$5.63K -128 -27%
HDIM
1880
Hanson & Doremus Investment Management
Vermont
$15K -$983 -43 -6%
FI
1881
FormulaFolio Investments
Michigan
$15K – – –
CCM
1882
Cribstone Capital Management
Maine
$15K – – –
FPW
1883
Flagship Private Wealth
Massachusetts
$14.2K – – –
TFM
1884
TFC Financial Management
Massachusetts
$14K – – –
CBT
1885
Central Bank & Trust
Kentucky
$14K +$6.64K +149 +90%
SIAP
1886
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K – – –
TFGT
1887
TS Financial Group (TSFG)
Illinois
$11K – – –
BWM
1888
Baystate Wealth Management
Massachusetts
$11K +$5.85K +125 +114%
AA
1889
Addison Advisors
Vermont
$11K +$11K +241 New
CB
1890
Community Bank
New York
$11K +$11K +250 New
RBC
1891
Roble Belko & Company
Pennsylvania
$10K – – –
GG
1892
Gleason Group
Kentucky
$10K +$47 +1 +0.5%
PGWM
1893
Parisi Gray Wealth Management
New Jersey
$10K +$10K +225 New
AL
1894
ADE LLC
Maryland
$10K +$10K +229 New
FNBOSM
1895
First National Bank of South Miami
Florida
$9K – – –
WQ
1896
Wealth Quarterback
New Jersey
$9K +$9K +188 New
CAL
1897
Capital Advisors Ltd
Ohio
$8K – – –
JPLA
1898
Joseph P. Lucia & Associates
New York
$7K – – –
GWMIA
1899
Global Wealth Management Investment Advisory
Florida
$7K – – –
RAM
1900
Riggs Asset Management
Pennsylvania
$6K – – –
74 75
76
77 78