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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 %
WF
576
Welch & Forbes
Massachusetts
$3.9M -$180K -4,609 -4%
AMAL
577
Asset Management Advisors LLC
Oklahoma
$3.9M -$1.41K -36 -0%
BCM
578
Brookmont Capital Management
Texas
$3.89M +$1.46M +37,293 +60%
RIM
579
Redpoint Investment Management
Australia
$3.88M +$632K +16,182 +19%
BCM
580
Banyan Capital Management
Georgia
$3.86M -$60.2K -1,541 -2%
FG
581
Fiduciary Group
Georgia
$3.85M -$278K -6,174 -7%
EWA
582
EP Wealth Advisors
California
$3.79M +$1.55M +39,695 +69%
TCA
583
Transcend Capital Advisors
New Jersey
$3.77M +$230K +5,880 +6%
WDC
584
Woodward Diversified Capital
California
$3.75M -$39.2K -1,003 -1%
ECM
585
ExodusPoint Capital Management
New York
$3.75M +$1.86M +47,531 +98%
CWM
586
Concentric Wealth Management
California
$3.74M +$90.7K +2,320 +2%
WC
587
Winmill & Co
New York
$3.71M – – –
SFI
588
Siemens Fonds Invest
Germany
$3.71M -$130K -3,326 -3%
GAM
589
Gotham Asset Management
New York
$3.69M -$4.68M -119,885 -56%
CG
590
Colony Group
Massachusetts
$3.67M +$3.06M +78,206 +496%
WS
591
Wedbush Securities
California
$3.66M +$988K +25,287 +37%
PAM
592
Panagora Asset Management
Massachusetts
$3.65M -$809K -20,698 -18%
FP
593
Factorial Partners
New York
$3.59M -$391K -10,000 -10%
AI
594
Atria Investments
North Carolina
$3.59M +$558K +14,280 +18%
WFC
595
Western Financial Corp
California
$3.59M -$39.1K -1,000 -1%
CAN
596
Cetera Advisor Networks
California
$3.56M -$197K -5,048 -5%
CK
597
Cohen Klingenstein
New York
$3.55M – – –
KWM
598
Kingsview Wealth Management
Oregon
$3.54M +$578K +14,585 +19%
MFM
599
MD Financial Management
Ontario, Canada
$3.53M +$3.53M +90,270 +85,971%
MHIC
600
Marble Harbor Investment Counsel
Massachusetts
$3.53M +$78.1K +2,000 +2%
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