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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 %
QP
726
Quilter Plc
United Kingdom
$2.13M -$108K -2,754 -5%
RA
727
RFG Advisory
Alabama
$2.12M +$1.1M +28,285 +109%
MWM
728
Mission Wealth Management
California
$2.12M +$20.7K +529 +1%
HWM
729
HighMark Wealth Management
Minnesota
$2.12M +$1.96M +50,128 +1,249%
FG
730
Foster Group
Iowa
$2.11M -$73K -1,868 -3%
CA
731
Cetera Advisors
Colorado
$2.1M -$55.7K -1,427 -3%
NA
732
NewEdge Advisors
Louisiana
$2.08M +$443K +11,330 +27%
BC
733
Brio Consultants
California
$2.08M – – –
TNA
734
True North Advisors
Texas
$2.06M -$4.26K -109 -0.2%
SGCA
735
Steel Grove Capital Advisors
Tennessee
$2.05M – – –
OIA
736
OneDigital Investment Advisors
Kansas
$2.05M +$192K +4,915 +10%
B
737
Barings
North Carolina
$2.01M +$276K +7,069 +16%
SSG
738
Summit Securities Group
New York
$2.01M -$1M -25,600 -33%
VFA
739
Valeo Financial Advisors
Indiana
$2M -$22.3K -572 -1%
ZCA
740
Zeke Capital Advisors
Pennsylvania
$2M +$279K +7,140 +16%
KLCM
741
KG&L Capital Management
Louisiana
$2M -$301K -7,710 -13%
CANC
742
Culbertson A N & Co
Virginia
$1.99M -$113K -2,885 -5%
AFS
743
Aft Forsyth & Sober
Florida
$1.99M +$1.34M +34,200 +204%
Qube Research & Technologies (QRT)
744
Qube Research & Technologies (QRT)
United Kingdom
$1.97M +$1.4M +35,962 +247%
CM
745
Columbus Macro
Pennsylvania
$1.97M -$416K -10,635 -17%
CBT
746
Capital Bank & Trust
California
$1.96M -$155K -3,954 -7%
LCOV
747
London Company of Virginia
Virginia
$1.96M +$223K +5,704 +13%
ACP
748
Aviance Capital Partners
Florida
$1.96M – – –
CWS
749
Cypress Wealth Services
California
$1.95M -$113K -2,890 -5%
IR
750
IAT Reinsurance
New York
$1.95M – – –
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