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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 %
EWM
776
Evercore Wealth Management
New York
$1.78M -$417K -10,682 -19%
DILIC
777
Dai-ichi Life Insurance Company
Japan
$1.78M +$91.8K +2,350 +5%
EHC
778
Everett Harris & Co
California
$1.77M -$1.21M -30,960 -41%
Two Sigma Investments
779
Two Sigma Investments
New York
$1.74M -$262M -6,709,108 -99%
QSS
780
Quantitative Systematic Strategies
Florida
$1.73M +$243K +6,208 +16%
Bessemer Group
781
Bessemer Group
New Jersey
$1.73M -$137K -3,506 -7%
SW
782
SVB Wealth
Massachusetts
$1.73M +$41.1K +1,051 +2%
BUB
783
BBVA USA Bancshares
Texas
$1.72M +$47.1K +1,206 +3%
LNWWM
784
Laird Norton Wetherby Wealth Management
California
$1.71M -$54.9K -1,404 -3%
SA
785
SRH Advisors
Kansas
$1.7M +$24.4K +625 +1%
DA
786
Denali Advisors
California
$1.69M -$5.27M -134,800 -76%
AT
787
Arden Trust
Delaware
$1.68M +$73.6K +1,885 +5%
BMA
788
Brooks Moore & Associates
Tennessee
$1.68M +$209K +5,360 +14%
AWM
789
Altium Wealth Management
New York
$1.68M +$134K +3,428 +9%
NEI
790
Northwest & Ethical Investments
Ontario, Canada
$1.67M -$73.5K -1,880 -4%
CICI
791
Capital Investment Counsel Inc
North Carolina
$1.67M -$98.8K -2,528 -6%
PAM
792
Palisade Asset Management
Minnesota
$1.67M -$515K -13,186 -24%
PAM
793
Peak Asset Management
Colorado
$1.66M +$264K +6,751 +19%
WHG
794
Westwood Holdings Group
Texas
$1.65M +$257K +6,591 +18%
Fuller & Thaler Asset Management
795
Fuller & Thaler Asset Management
California
$1.63M +$539K +13,800 +49%
IA
796
IFP Advisors
Florida
$1.63M +$121K +3,088 +8%
APP
797
Avantax Planning Partners
Iowa
$1.62M -$552K -14,120 -25%
NAM
798
NorthCoast Asset Management
Connecticut
$1.62M +$1.3M +33,204 +402%
MWP
799
Meridian Wealth Partners
Pennsylvania
$1.62M +$26.5K +678 +2%
SG
800
Swarthmore Group
Pennsylvania
$1.61M +$1.61M +41,266 New
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