WFC icon

Wells Fargo
WFC

Overview Fund Activity

2,091 hedge funds and large institutions have $169B invested in Wells Fargo in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 707 increasing their positions, 883 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,091
Holders Change
+156
Holders Change %
+8.06%
% of All Funds
41.29%
Holding in Top 10
131
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.38%
% of All Funds
2.59%
New
264
Increased
707
Reduced
883
Closed
80
Calls
$2.19B
Puts
$2.99B
Net Calls
-$795M
Net Calls Change
-$811M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$741M
3
AAMU
Amundi Asset Management US
Massachusetts
+$416M
4
Millennium Management
Millennium Management
New York
+$389M
5
Morgan Stanley
Morgan Stanley
New York
+$308M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.97B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$680M
3
Franklin Resources
Franklin Resources
California
-$544M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$522M
5
BlackRock
BlackRock
New York
-$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
DILIC
351
Dai-ichi Life Insurance Company
Japan
$19.1M -$3.01K -56 -0%
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$19M -$288K -5,356 -1%
LCM
353
Logan Capital Management
Pennsylvania
$19M -$744K -13,835 -4%
VCM
354
Voleon Capital Management
California
$18.9M +$18.9M +352,000 New
GIA
355
Guyasuta Investment Advisors
Pennsylvania
$18.8M +$1.13M +20,934 +6%
FLII
356
First Long Island Investors
New York
$18.7M +$1.15M +21,404 +7%
CCMIC
357
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$18.5M +$140K +2,595 +0.8%
6M
358
6 Meridian
Kansas
$18.5M +$168K +3,118 +0.9%
GC
359
Guggenheim Capital
Illinois
$18M +$1.75M +32,527 +11%
HCM
360
Hutchinson Capital Management
California
$17.9M +$22.1K +411 +0.1%
Diamond Hill Capital Management
361
Diamond Hill Capital Management
Ohio
$17.7M -$11.7M -217,990 -40%
PF
362
Phoenix Financial
Israel
$17.3M – – –
PR
363
Payden & Rygel
California
$17M +$16.9M +314,900 +17,494%
WSFS
364
Wilmington Savings Fund Society
Delaware
$17M +$1.95M +36,323 +13%
SP
365
Sarasin & Partners
United Kingdom
$16.9M -$14.1M -262,671 -46%
DWM
366
Doyle Wealth Management
Florida
$16.8M +$596K +11,079 +4%
SBWIC
367
Schaper Benz & Wise Investment Counsel
Wisconsin
$16.6M +$324K +6,025 +2%
VWM
368
Valley Wealth Managers
New Jersey
$16.5M -$4.09K -76 -0%
MNBTD
369
Moody National Bank Trust Division
Texas
$16.4M +$1.35K +25 +0%
BT
370
Brandywine Trust
Delaware
$16.3M -$311K -5,772 -2%
SMDAM
371
Sumitomo Mitsui DS Asset Management
Japan
$16.2M -$413K -7,669 -2%
LFAS
372
Level Four Advisory Services
Texas
$16.2M +$642K +2,223 +4%
WT
373
Whittier Trust
California
$16.2M +$1.83K +34 +0%
DADC
374
D.A. Davidson & Co
Montana
$16.1M +$1.38M +25,610 +9%
NMERB
375
New Mexico Educational Retirement Board
New Mexico
$16.1M -$694K -12,900 -4%
13 14
15
16 17