WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,803 hedge funds and large institutions have $87.2B invested in Wells Fargo in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 703 increasing their positions, 831 reducing their positions, and 388 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,803
Holders Change
-288
Holders Change %
-13.77%
% of All Funds
39.83%
Holding in Top 10
75
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-42.75%
% of All Funds
1.66%
New
126
Increased
703
Reduced
831
Closed
388
Calls
$1.27B
Puts
$1.64B
Net Calls
-$373M
Net Calls Change
+$422M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$446M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$437M
3
Charles Schwab
Charles Schwab
California
+$272M
4
Dodge & Cox
Dodge & Cox
California
+$175M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$168M

Top Sellers

1
DAM
Davis Asset Management
California
-$40.2B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
3
CSIA
Charles Schwab Investment Advisory
California
-$444M
4
Capital International Investors
Capital International Investors
California
-$354M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
401
Gradient Investments
Minnesota
$6.77M +$1.45M +50,564 +27%
Wolverine Trading
402
Wolverine Trading
Illinois
$6.59M -$42.7M -1,428,163 -87%
WP
403
WealthSource Partners
California
$6.46M -$561K -19,537 -8%
CAG
404
Crestwood Advisors Group
Massachusetts
$6.43M -$404K -14,072 -6%
ABTD
405
Arvest Bank Trust Division
Oklahoma
$6.43M -$776K -27,044 -11%
BBHC
406
Brown Brothers Harriman & Co
New York
$6.41M -$6.93M -241,520 -52%
WAM
407
World Asset Management
Michigan
$6.35M -$2.08M -72,395 -25%
KCM
408
Kanawha Capital Management
Virginia
$6.3M +$77.2K +2,690 +1%
GW
409
GW & Wade
Massachusetts
$6.29M -$24K -837 -0.4%
CTA
410
Carillon Tower Advisers
Florida
$6.26M -$5.15M -193,766 -45%
CCA
411
Cobblestone Capital Advisors
New York
$6.25M +$2.04M +70,940 +48%
HLCM
412
Hi-Line Capital Management
South Dakota
$6.24M +$1.94M +67,669 +45%
FC
413
FORA Capital
Florida
$6.21M +$5.61M +195,441 +931%
CFB
414
Cullen/Frost Bankers
Texas
$6.15M -$1.34M -46,651 -18%
TF
415
TIAA FSB
Florida
$6.14M -$2.21M -76,971 -26%
CEI
416
Clark Estates Inc
New York
$6.13M +$3.87M +135,000 +172%
BBI
417
Baxter Bros Inc
Connecticut
$6.1M +$862K +30,038 +16%
MCM
418
MAI Capital Management
Ohio
$6.1M -$51.4K -1,790 -0.8%
Lazard Asset Management
419
Lazard Asset Management
New York
$6.1M -$596K -20,762 -9%
GG
420
Gofen & Glossberg
Illinois
$6.08M -$158K -5,514 -3%
FNF
421
Fidelity National Financial
Florida
$6.03M – – –
CAM
422
Chou Associates Management
Ontario, Canada
$6.01M – – –
MWM
423
Madison Wealth Management
Ohio
$5.87M -$257K -8,941 -4%
ST
424
Spinnaker Trust
Maine
$5.85M +$468K +16,324 +9%
KFP
425
Keystone Financial Planning
Ohio
$5.84M +$2.54M +88,392 +77%
15 16
17
18 19