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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 %
WT
751
Washington Trust
Rhode Island
$1.44M -$838K -32,595 -37%
GI
752
GS Investments
Minnesota
$1.43M +$4.48K +175 +0.3%
CA
753
Cetera Advisors
Colorado
$1.43M +$149K +5,801 +12%
TM
754
Tiger Management
New York
$1.41M – – –
IMRF
755
Illinois Municipal Retirement Fund
Illinois
$1.41M +$1.41M +54,941 New
CWS
756
Cypress Wealth Services
California
$1.39M +$94.8K +3,704 +7%
FVWA
757
Foster Victor Wealth Advisors
South Carolina
$1.39M +$398K +15,542 +40%
NEI
758
Northwest & Ethical Investments
Ontario, Canada
$1.38M -$1.13M -44,176 -45%
CWM
759
Circle Wealth Management
New Jersey
$1.38M +$781K +30,487 +130%
PAM
760
Peak Asset Management
Colorado
$1.37M -$1.83M -71,361 -57%
SGCA
761
Steel Grove Capital Advisors
Tennessee
$1.36M +$70.7K +2,761 +5%
BC
762
Brio Consultants
California
$1.36M -$16.6K -648 -1%
WTC
763
WhitTier Trust Company
Nevada
$1.36M -$1.57M -61,241 -54%
SCM
764
SOL Capital Management
Maryland
$1.36M +$390K +15,255 +40%
SAMC
765
Spectrum Asset Management (California)
California
$1.36M +$87.5K +3,420 +7%
ETI
766
Enterprise Trust & Investment
California
$1.35M -$20.5K -800 -1%
AG
767
Algert Global
California
$1.35M +$1.35M +52,694 New
IWA
768
Intercontinental Wealth Advisors
Texas
$1.34M +$231K +9,010 +21%
OPS
769
Orion Portfolio Solutions
Nebraska
$1.33M +$54K +2,108 +4%
SIP
770
Stoneridge Investment Partners
Pennsylvania
$1.32M -$1.83M -71,271 -58%
FIM
771
Freedom Investment Management
Connecticut
$1.31M -$219K -8,559 -14%
JIC
772
Johnson Investment Counsel
Ohio
$1.31M -$154K -6,018 -11%
QF
773
QVT Financial
New York
$1.31M – – –
1SB
774
1ST Source Bank
Indiana
$1.31M -$46.3K -1,810 -3%
PCTC
775
Perkins Coie Trust Company
Washington
$1.31M +$204K +7,970 +18%
29 30
31
32 33