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Wells Fargo
WFC

Overview Fund Activity

1,611 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 540 increasing their positions, 816 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-134
Holders Change %
-7.68%
% of All Funds
32.59%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
102
Increased
540
Reduced
816
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$649M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$422M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$367M
5
Citadel Advisors
Citadel Advisors
Florida
+$346M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.59B
2
LP
Longview Partners
Guernsey
-$663M
3
Franklin Resources
Franklin Resources
California
-$357M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$316M
5
Deutsche Bank
Deutsche Bank
Germany
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
801
ExodusPoint Capital Management
New York
$938K -$2.56M -108,733 -73%
FCI
802
Financial Counselors Inc
Kansas
$938K -$207K -8,799 -18%
IIC
803
Ironwood Investment Counsel
Arizona
$936K +$64K +2,723 +7%
RSVP
804
Ramsay Stattman Vela & Price
Colorado
$931K -$152K -6,450 -14%
IA
805
IFP Advisors
Florida
$931K -$63.7K -2,710 -6%
FHB
806
First Hawaiian Bank
Hawaii
$928K +$43.6K +1,854 +5%
LNWWM
807
Laird Norton Wetherby Wealth Management
California
$926K -$174K -7,399 -16%
CLOS
808
Compagnie Lombard Odier SCmA
Switzerland
$916K -$234K -9,955 -20%
BPCA
809
Bank Pictet & Cie (Asia)
Singapore
$912K -$16.4K -700 -2%
MHS
810
M Holdings Securities
Oregon
$906K +$11.8K +504 +1%
Fiera Capital (Canada)
811
Fiera Capital (Canada)
Quebec, Canada
$903K -$124K -5,276 -12%
MIM
812
Miller Investment Management
Pennsylvania
$898K -$541 -23 -0.1%
AA
813
AF Advisors
California
$894K -$212K -9,000 -19%
CG
814
Caprock Group
Idaho
$892K -$175K -7,458 -16%
TCOT
815
Trust Company of Toledo
Ohio
$889K -$66K -2,808 -7%
ZCA
816
Zeke Capital Advisors
Pennsylvania
$888K +$180K +7,669 +25%
BMA
817
Brooks Moore & Associates
Tennessee
$887K +$207K +8,809 +30%
HCP
818
Holt Capital Partners
Texas
$885K +$23.5K +1,000 +3%
SAM
819
Silvercrest Asset Management
New York
$884K -$449K -19,103 -34%
LOAME
820
Lombard Odier Asset Management (Europe)
United Kingdom
$882K – – –
PWLP
821
Prio Wealth Limited Partnership
Massachusetts
$881K -$125K -5,300 -12%
CA
822
Cullinan Associates
Kentucky
$878K -$25.8K -1,100 -3%
LIM
823
Leavell Investment Management
Alabama
$875K -$115K -4,887 -12%
PCAP
824
Pratt Collard Advisory Partners
New York
$870K -$81.3K -3,460 -9%
GIA
825
Gateway Investment Advisers
Ohio
$869K -$167K -7,091 -16%
31 32
33
34 35