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Wells Fargo
WFC

Overview Fund Activity

1,864 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 243 funds opening new positions, 675 increasing their positions, 714 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+115
Holders Change %
+6.58%
% of All Funds
32.82%
Holding in Top 10
104
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.3%
% of All Funds
1.83%
New
243
Increased
675
Reduced
714
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$267M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$877M
3
DZ Bank
DZ Bank
Germany
+$510M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
5
American Century Companies
American Century Companies
Missouri
+$370M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.02B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$743M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$390M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$370M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
501
Inverness Counsel
New York
$5.39M +$5.39M +137,941 New
DY
502
Dowling & Yahnke
California
$5.38M +$215K +5,491 +4%
HHII
503
H&H International Investment
California
$5.31M – – –
BMSSC
504
B. Metzler seel. Sohn & Co
Germany
$5.26M +$2.08M +53,220 +65%
FFA
505
Fragasso Financial Advisors
Pennsylvania
$5.25M +$227K +5,801 +5%
SCP
506
Stamos Capital Partners
California
$5.22M – – –
WT
507
Whittier Trust
California
$5.19M +$364K +9,315 +8%
MFG
508
Monte Financial Group
Connecticut
$5.17M +$82.4K +2,110 +2%
CA
509
Continental Advisors
Utah
$5.16M +$391K +10,000 +8%
AIM
510
ARGA Investment Management
Connecticut
$5.12M -$1.06M -27,246 -17%
HI
511
Harbour Investments
Wisconsin
$5.11M +$5.11M +130,782 New
TIM
512
Thompson Investment Management
Wisconsin
$5.06M +$79.3K +2,030 +2%
PTB
513
Pioneer Trust Bank
Oregon
$5.05M -$68.1K -1,743 -1%
IRF
514
IBM Retirement Fund
New York
$5.04M -$401K -10,268 -7%
IFAM
515
Institutional & Family Asset Management
Colorado
$5.03M -$309K -7,918 -6%
BC
516
Brookfield Corp
Ontario, Canada
$5M +$1.87M +47,982 +60%
NB
517
Norinchukin Bank
Japan
$4.99M +$220K +5,619 +5%
RE
518
RBC Europe
United Kingdom
$4.97M +$58.9K +1,508 +1%
BSW
519
Buckingham Strategic Wealth
Missouri
$4.95M +$500K +12,793 +11%
B
520
BP
United Kingdom
$4.93M -$962K -24,620 -16%
CFB
521
Cullen/Frost Bankers
Texas
$4.92M +$1.57M +40,154 +47%
DIA
522
Dana Investment Advisors
Wisconsin
$4.86M +$4.29M +109,861 +752%
BBI
523
Baxter Bros Inc
Connecticut
$4.85M -$82.1K -2,101 -2%
UCI
524
Uncommon Cents Investing
Wisconsin
$4.83M -$203K -5,200 -4%
DWM
525
Dorchester Wealth Management
Quebec, Canada
$4.83M +$167K +4,276 +4%
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