WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,745 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 632 increasing their positions, 816 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
-58
Holders Change %
-3.22%
% of All Funds
35.87%
Holding in Top 10
48
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-36%
% of All Funds
0.99%
New
170
Increased
632
Reduced
816
Closed
211
Calls
$1.82B
Puts
$2.06B
Net Calls
-$239M
Net Calls Change
+$134M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$433M
2
Dodge & Cox
Dodge & Cox
California
+$324M
3
BlackRock
BlackRock
New York
+$304M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.19B
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$451M
3
Franklin Resources
Franklin Resources
California
-$423M
4
Boston Partners
Boston Partners
Massachusetts
-$385M
5
NEAM
New England Asset Management
Connecticut
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
651
Kingsview Wealth Management
Oregon
$2.17M +$686K +26,816 +46%
AP
652
Advisor Partners
California
$2.15M +$304K +11,860 +16%
AWS
653
Arkfeld Wealth Strategies
Nebraska
$2.14M +$271K +10,587 +15%
SCM
654
Schnieders Capital Management
California
$2.14M -$126K -4,932 -6%
GIP
655
Granite Investment Partners
California
$2.13M -$71.5K -2,795 -3%
AC
656
Allstate Corporation
Illinois
$2.12M +$1.78M +69,434 +513%
SCCM
657
Schafer Cullen Capital Management
New York
$2.12M -$83.5M -3,260,951 -98%
NA
658
NewEdge Advisors
Louisiana
$2.11M +$457K +17,843 +28%
BC
659
Burleson & Co
California
$2.1M -$196K -7,802 -9%
V
660
Veritable
Delaware
$2.09M -$1.3M -50,966 -38%
CCMT
661
CMT Capital Markets Trading
Germany
$2.08M -$58.9K -2,300 -3%
SSG
662
Summit Securities Group
New York
$2.08M +$1.41M +55,000 +210%
PA
663
Profund Advisors
Maryland
$2.06M +$139K +5,442 +7%
CPO
664
Cerity Partners OCIO
New York
$2.05M +$1.81M +70,685 +751%
VI
665
Vestcor Inc
New Brunswick, Canada
$2.04M -$65.1K -2,544 -3%
KS
666
Karpas Strategies
Connecticut
$2.04M +$1.59K +62 +0.1%
EWM
667
Evercore Wealth Management
New York
$2.03M -$255K -9,947 -11%
LDB
668
Lee, Danner & Bass
Tennessee
$2.02M -$144K -5,624 -7%
LI
669
Lafayette Investments
Maryland
$2M -$576K -22,514 -22%
DDC
670
DF Dent & Co
Maryland
$1.99M +$600K +23,456 +43%
AAM
671
Advisors Asset Management
Colorado
$1.98M -$83K -3,240 -4%
NSEDCP
672
NJ State Employees Deferred Compensation Plan
New Jersey
$1.97M -$256K -10,000 -11%
SS
673
Sunbelt Securities
Texas
$1.97M +$88.2K +3,447 +5%
CG
674
Colony Group
Massachusetts
$1.96M -$3.18M -124,101 -62%
WKWM
675
Walter & Keenan Wealth Management
Indiana
$1.96M +$1.64M +64,074 +512%
25 26
27
28 29