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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 %
IIA
751
IPG Investment Advisors
California
$1.95M +$47.9K +1,225 +3%
BFIM
752
Beese Fulmer Investment Management
Ohio
$1.94M -$142K -3,647 -7%
AF
753
Alerus Financial
North Dakota
$1.93M +$1.37M +35,066 +244%
ICM
754
IMS Capital Management
Oregon
$1.92M -$278K -7,119 -13%
SG
755
Somerset Group
Minnesota
$1.92M -$30.2K -772 -2%
MC
756
Moors & Cabot
Massachusetts
$1.89M +$229K +5,820 +14%
WJWM
757
Williams Jones Wealth Management
New York
$1.89M -$292K -7,483 -13%
KA
758
Kintegral Advisory
New York
$1.89M – – –
CWM
759
Circle Wealth Management
New Jersey
$1.89M +$16.8K +431 +0.9%
EML
760
Eos Management LP
New York
$1.88M – – –
VNIM
761
Vaughan Nelson Investment Management
Texas
$1.86M +$265K +6,775 +17%
FP
762
Financial Perspectives
Minnesota
$1.86M +$1.81M +70,810 +3,807%
BOS
763
Bank of Stockton
California
$1.86M +$17K +434 +0.9%
ED
764
Exane Derivatives
France
$1.86M -$563K -14,397 -23%
MAM
765
Magellan Asset Management
Australia
$1.84M +$48K +1,229 +3%
SC
766
Savant Capital
Illinois
$1.82M +$2.19K +56 +0.1%
IC
767
IEQ Capital
California
$1.82M +$108K +2,761 +6%
IMC Chicago
768
IMC Chicago
Illinois
$1.82M +$1.82M +46,523 New
PBC
769
Pavion Blue Capital
California
$1.81M +$170K +4,349 +10%
LWCFA
770
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.81M +$112K +2,856 +7%
SAMC
771
Spectrum Asset Management (California)
California
$1.8M +$23.4K +598 +1%
BPCA
772
Bank Pictet & Cie (Asia)
Singapore
$1.79M +$122K +3,128 +7%
RIL
773
Rothschild Investment LLC
Illinois
$1.79M -$15.7K -401 -0.9%
NB
774
NBT Bank
New York
$1.79M -$72.5K -1,855 -4%
RHAM
775
Round Hill Asset Management
California
$1.79M – – –
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