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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
1
Fidelity Investments
Massachusetts
$8.5B
2
BlackRock
2
BlackRock
New York
$13.5B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$1.36B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.16B
5
Boston Partners
5
Boston Partners
Massachusetts
$508M

Top Sellers

1
Sanders Capital
1
Sanders Capital
Florida
$1.34B
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$1.58B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$60.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$458M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOO
2001
Trust Company of Oklahoma
Oklahoma
– -$254K -6,500 Closed
DAM
2002
Deltec Asset Management
New York
– -$237K -6,060 Closed
C
2003
Certuity
Florida
– -$237K -6,058 Closed
ICP
2004
Interchange Capital Partners
Pennsylvania
– -$244K -6,045 Closed
OPA
2005
Old Port Advisors
Maine
– -$227K -5,807 Closed
IMF
2006
Infini Master Fund
Hong Kong
– -$222K -5,600 Closed
ICM
2007
Infini Capital Management
Hong Kong
– -$222K -5,600 Closed
OWA
2008
Opal Wealth Advisors
New York
– -$215K -5,503 Closed
AC
2009
Athanor Capital
New York
– -$213K -5,460 Closed
FM
2010
Family Management
New York
– -$202K -5,173 Closed
NQWM
2011
Northwest Quadrant Wealth Management
Oregon
– -$202K -5,164 Closed
GSAM
2012
Grant Street Asset Management
Pennsylvania
– -$176K -4,503 Closed
ACM
2013
Allred Capital Management
Texas
– -$135K -3,467 Closed
GC
2014
Garde Capital
Washington
– -$135K -3,464 Closed
AIL
2015
AGF Investments LLC
Ontario, Canada
– -$114K -2,914 Closed
SLF
2016
Sun Life Financial
Ontario, Canada
– -$95K -2,438 Closed
AIM
2017
Axiom Investment Management
New York
– -$88K -2,259 Closed
VBCG
2018
Valley Brook Capital Group
Pennsylvania
– -$80K -2,050 Closed
AWC
2019
Abundance Wealth Counselors
Pennsylvania
– -$78K -2,000 Closed
MS
2020
Maven Securities
Jersey
– -$77K -1,966 Closed
ADIM
2021
Alpha DNA Investment Management
Maryland
– -$75K -1,954 Closed
LTI
2022
Laffer Tengler Investments
Tennessee
– -$74.4K -1,903 Closed
MWM
2023
Mascoma Wealth Management
New Hampshire
– -$66K -1,689 Closed
RWB
2024
RMR Wealth Builders
New Jersey
– -$61K -1,550 Closed
GAM
2025
Grandview Asset Management
Pennsylvania
– -$47K -1,202 Closed
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