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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 %
SIGI
1951
Susquehanna International Group (Ireland)
Ireland
– -$552K -12,182 Closed
LBD
1952
Landsberg Bennett & Dubbaneh
Florida
– -$532K -11,867 Closed
MSA
1953
Marino Stram & Associates
Massachusetts
– -$528K -11,657 Closed
JPG
1954
Jordan Park Group
California
– -$451K -9,968 Closed
RFG
1955
Range Financial Group
Oregon
– -$444K -9,807 Closed
BOS
1956
Bingham Osborn & Scarborough
California
– -$442K -9,760 Closed
SCM
1957
Southport Capital Management
Tennessee
– -$417K -9,213 Closed
AI
1958
AXS Investments
New York
– -$411K -9,076 Closed
LSAG
1959
Lake Street Advisors Group
New Hampshire
– -$444K -8,681 Closed
WAM
1960
Wolverine Asset Management
Illinois
– -$387K -8,564 Closed
FA
1961
Fagan Associates
New York
– -$223K -8,541 Closed
JCM
1962
Janney Capital Management
Pennsylvania
– -$370K -8,171 Closed
ER
1963
Enlightenment Research
Florida
– -$367K -8,100 Closed
LOAMS
1964
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$347K -7,665 Closed
RIM
1965
Reliant Investment Management
Tennessee
– -$345K -7,620 Closed
WW
1966
Westshore Wealth
California
– -$335K -7,394 Closed
JF
1967
Jump Financial
Illinois
– -$328K -7,244 Closed
BWM
1968
BigSur Wealth Management
Florida
– -$317K -7,000 Closed
TA
1969
Tectonic Advisors
Texas
– -$306K -6,752 Closed
EWM
1970
Empirical Wealth Management
Washington
– -$304K -6,707 Closed
TC
1971
Telemus Capital
Michigan
– -$286K -6,305 Closed
DWM
1972
Destination Wealth Management
California
– -$274K -6,040 Closed
II
1973
Ibex Investors
Colorado
– -$268K -5,916 Closed
WJA
1974
Willis Johnson & Associates
Texas
– -$256K -5,656 Closed
MIM
1975
MTM Investment Management
South Carolina
– -$254K -5,609 Closed
77 78
79
80 81