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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 %
HPC
676
HM Payson & Co
Maine
$2.53M -$93.4K -2,391 -4%
OFA
677
Oak Family Advisors
Illinois
$2.52M +$2.52M +64,543 New
MLIC
678
Mandatum Life Insurance Company
Finland
$2.52M – – –
WKWM
679
Walter & Keenan Wealth Management
Indiana
$2.52M -$96.3K -2,466 -4%
AG
680
Algert Global
California
$2.5M -$1.37M -34,998 -35%
PAG
681
Private Advisory Group
Washington
$2.5M +$2.5M +63,954 New
RMC
682
Resources Management Corp
Connecticut
$2.5M -$177K -4,535 -7%
SWP
683
Stratos Wealth Partners
Ohio
$2.49M +$13.4K +343 +0.5%
CCP
684
Corient Capital Partners
California
$2.48M -$718K -18,383 -22%
FNBSF
685
First National Bank Sioux Falls
South Dakota
$2.46M +$207K +5,300 +9%
V
686
Veritable
Delaware
$2.45M -$86.6K -2,217 -3%
SJL
687
Shayne & Jacobs LLC
Tennessee
$2.45M +$251K +6,422 +11%
ATC
688
Argent Trust Co
Tennessee
$2.44M -$153K -3,921 -6%
HNB
689
Huntington National Bank
Ohio
$2.44M -$78K -1,996 -3%
SP
690
SWS Partners
Ohio
$2.44M -$20K -511 -0.8%
CIA
691
Capital Investment Advisors
Georgia
$2.4M +$155K +3,958 +7%
AC
692
Alexandria Capital
Virginia
$2.39M +$889K +22,765 +59%
ACM
693
Argyle Capital Management
Pennsylvania
$2.39M – – –
LFAS
694
Level Four Advisory Services
Texas
$2.38M +$1.2M +30,820 +102%
EIM
695
Essex Investment Management
Massachusetts
$2.37M +$2.37M +60,684 New
LI
696
Lafayette Investments
Maryland
$2.36M -$39.1K -1,000 -2%
SIM
697
Sterling Investment Management
Arizona
$2.34M -$135K -3,461 -5%
CS
698
Capital Square
Tennessee
$2.34M – – –
SPC
699
Sigma Planning Corp
Michigan
$2.33M +$79.1K +2,025 +4%
KPWS
700
Kestra Private Wealth Services
Texas
$2.33M +$105K +2,677 +5%
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