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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 %
CWA
1876
Carolina Wealth Advisors
South Carolina
$5K – – –
SAM
1877
Strategic Asset Management
Minnesota
$5K +$5K +100 New
CPFP
1878
Clear Perspectives Financial Planning
Ohio
$5K +$5K +109 New
Walleye Capital
1879
Walleye Capital
New York
$4.77K +$913 +19,678 +24%
HA
1880
Herold Advisors
New York
$4K +$4K +100 New
BBHC
1881
Brown Brothers Harriman & Co
New York
$3.93K -$138 -2,977 -3%
BMD
1882
Better Money Decisions
New Mexico
$3K – – –
FWM
1883
Filbrandt Wealth Management
Wisconsin
$3K +$3K +54 New
CCM
1884
Cribstone Capital Management
Maine
$2K -$18.2K -300 -90%
ANBT
1885
American National Bank & Trust
Texas
$2K – – –
SJIM
1886
St. Johns Investment Management
Florida
$2K – – –
CAM
1887
ClariVest Asset Management
California
$2K – – –
VRM
1888
Vectors Research Management
New York
$2K +$1K +25 +100%
SAI
1889
Systematic Alpha Investments
New Jersey
$2K +$2K +44 New
AWMS
1890
Advocacy Wealth Management Services
Georgia
$1K – – –
TFA
1891
Toth Financial Advisory
Virginia
$1K – – –
RCA
1892
Ranch Capital Advisors
Florida
$1K – – –
LAS
1893
Lloyd Advisory Services
Georgia
$1K – – –
DI
1894
Disciplined Investments
Oklahoma
$1K – – –
CI
1895
Cordant Inc
Oregon
$1K +$1K +18 New
TLFA
1896
True Link Financial Advisors
California
$1K +$1K +19 New
WIM
1897
Westside Investment Management
California
$13 – – –
Capital Research Global Investors
1898
Capital Research Global Investors
California
– -$217M -4,796,509 Closed
Two Sigma Investments
1899
Two Sigma Investments
New York
– -$149M -3,284,538 Closed
CA
1900
Capitolis Advisors
New York
– -$137M -3,034,283 Closed
74 75
76
77 78