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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 %
GFA
601
Gifford Fong Associates
California
$3.44M – – –
ISL
602
Ingalls & Snyder LLC
New York
$3.42M -$183K -4,693 -5%
MFS
603
Mirabella Financial Services
United Kingdom
$3.41M +$3.41M +87,350 New
UAM
604
Unison Asset Management
Florida
$3.39M +$103K +2,634 +3%
MPIM
605
McGinn Penninger Investment Management
Virginia
$3.39M +$11.4K +291 +0.3%
AC
606
Asio Capital
Kentucky
$3.38M +$3.38M +86,570 New
WCM
607
Weik Capital Management
Pennsylvania
$3.38M +$19.5K +500 +0.6%
LOPW
608
Live Oak Private Wealth
North Carolina
$3.38M +$310K +7,935 +10%
Mirae Asset Global Investments
609
Mirae Asset Global Investments
South Korea
$3.36M -$5.16M -132,026 -61%
PWM
610
Perigon Wealth Management
California
$3.35M +$1.35M +34,585 +68%
ST
611
Spinnaker Trust
Maine
$3.34M -$195 -5 -0%
PAM
612
Private Asset Management
California
$3.33M -$128K -3,279 -4%
HAI
613
Hennessy Advisors Inc
California
$3.32M -$4.11M -105,200 -55%
SBH
614
Segall Bryant & Hamill
Illinois
$3.32M -$54.6K -1,394 -2%
SCM
615
Snow Capital Management
Pennsylvania
$3.28M +$1.4M +35,813 +74%
BTWM
616
Baker Tilly Wealth Management
Wisconsin
$3.27M +$2.61M +66,826 +396%
IAA
617
Independent Advisor Alliance
North Carolina
$3.25M +$746K +19,100 +30%
SS
618
Sunbelt Securities
Texas
$3.22M -$1.05M -26,959 -25%
ASN
619
Advisory Services Network
Georgia
$3.19M +$242K +6,205 +8%
SCI
620
S&CO Inc
Massachusetts
$3.14M – – –
IMOV
621
Investment Management of Virginia
Virginia
$3.13M +$44K +1,126 +1%
DC
622
Davenport & Co
Virginia
$3.1M +$13.4K +343 +0.4%
KCM
623
Kanawha Capital Management
Virginia
$3.09M -$628K -16,087 -17%
ICM
624
Invenomic Capital Management
Massachusetts
$3.08M +$449K +11,493 +17%
Holocene Advisors
625
Holocene Advisors
New York
$3.06M -$239K -6,125 -7%
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