WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,935 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 715 increasing their positions, 877 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.5%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.68%
New
106
Increased
715
Reduced
877
Closed
107
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$753M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$267M
3
ClearBridge Investments
ClearBridge Investments
New York
+$196M
4
Goldman Sachs
Goldman Sachs
New York
+$151M
5
Victory Capital Management
Victory Capital Management
Texas
+$144M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.59B
2
Capital International Investors
Capital International Investors
California
-$1.18B
3
BlackRock
BlackRock
New York
-$456M
4
BBHC
Brown Brothers Harriman & Co
New York
-$413M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
676
Jones Financial Companies
Missouri
$3.97M +$1.03M +20,388 +35%
CEI
677
Clark Estates Inc
New York
$3.96M -$21.3M -421,595 -84%
FCMT
678
Founders Capital Management (Texas)
Texas
$3.94M – – –
CI
679
Conning Inc
Connecticut
$3.87M -$68K -1,348 -2%
LA
680
LVW Advisors
New York
$3.84M +$969K +19,221 +34%
PI
681
PFS Investments
Georgia
$3.84M +$1.55M +30,654 +67%
SFA
682
Semmax Financial Advisors
North Carolina
$3.83M +$554K +10,984 +17%
APP
683
Avantax Planning Partners
Iowa
$3.82M +$832K +16,494 +28%
LNWWM
684
Laird Norton Wetherby Wealth Management
California
$3.8M +$98.3K +1,949 +3%
CIC
685
Canal Insurance Company
South Carolina
$3.78M – – –
MCM
686
Maryland Capital Management
Maryland
$3.78M +$273K +5,416 +8%
AWM
687
Avior Wealth Management
Nebraska
$3.75M -$50.6K -1,004 -1%
GRP
688
Global Retirement Partners
California
$3.73M +$770K +15,261 +26%
CCM
689
Cadence Capital Management
Massachusetts
$3.72M -$291K -5,765 -7%
SPIA
690
Steward Partners Investment Advisory
New York
$3.71M +$48.2K +955 +1%
GI
691
GS Investments
Minnesota
$3.69M – – –
CL
692
CPWM LLC
Washington
$3.67M -$74.7K -1,482 -2%
PWLP
693
Prio Wealth Limited Partnership
Massachusetts
$3.67M -$48.3K -958 -1%
SSG
694
Summit Securities Group
New York
$3.65M +$2.6M +51,600 +249%
EH
695
Employers Holdings
Nevada
$3.64M +$2.38M +47,275 +190%
GIM
696
Grassi Investment Management
California
$3.63M – – –
SAMC
697
Spectrum Asset Management (California)
California
$3.61M +$229K +4,540 +7%
BS
698
Boenning & Scattergood
Pennsylvania
$3.6M -$6.31K -125 -0.2%
HCM
699
Hutner Capital Management
Vermont
$3.6M -$49.4K -980 -1%
TSS
700
Two Sigma Securities
New York
$3.6M +$1.91M +37,937 +114%
26 27
28
29 30