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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 %
ETI
801
Enterprise Trust & Investment
California
$1.61M -$23.4K -600 -1%
AF
802
Allworth Financial
California
$1.61M +$106K +2,721 +7%
SWM
803
Spire Wealth Management
Virginia
$1.6M +$1.6M +40,791 New
CIA
804
Cohen Investment Advisors
New Hampshire
$1.6M +$24.5K +617 +2%
MPIA
805
Mountain Pacific Investment Advisers
Idaho
$1.6M -$7.39K -189 -0.5%
APC
806
Aristotle Pacific Capital
California
$1.59M – – –
DT
807
Diversified Trust
Tennessee
$1.59M -$10.4K -266 -0.7%
CAM
808
Carret Asset Management
New York
$1.58M -$27.7K -710 -2%
CS
809
Cannell & Spears
New York
$1.58M – – –
GC
810
Gilbert & Cook
Iowa
$1.58M +$8.63K +221 +0.6%
NRS
811
Neville Rodie & Shaw
New York
$1.58M -$84K -2,150 -5%
CL
812
CPWM LLC
Washington
$1.58M -$56K -1,434 -3%
FHB
813
First Hawaiian Bank
Hawaii
$1.57M +$36.7K +940 +2%
TCOT
814
Trust Company of Toledo
Ohio
$1.56M +$164K +4,199 +12%
HBWM
815
Hollow Brook Wealth Management
New York
$1.55M +$1.55M +39,659 New
CIC
816
Carnegie Investment Counsel
Ohio
$1.54M -$12.7K -325 -0.8%
BPM
817
Bowling Portfolio Management
Ohio
$1.54M -$86.1K -2,205 -5%
TSWM
818
Triangle Securities Wealth Management
North Carolina
$1.53M +$3.91K +100 +0.3%
SCM
819
Schnieders Capital Management
California
$1.53M +$737K +18,875 +93%
PP
820
Paloma Partners
Connecticut
$1.53M -$6.2M -158,742 -80%
CAM
821
Cresset Asset Management
Illinois
$1.53M +$354K +9,053 +30%
SC
822
Sovarnum Capital
New York
$1.51M -$2.56M -65,500 -63%
OCM
823
One Capital Management
California
$1.5M +$9.57K +245 +0.6%
CIP
824
Cornerstone Investment Partners
Georgia
$1.49M +$35.9K +920 +2%
MIM
825
Miller Investment Management
Pennsylvania
$1.49M – – –
31 32
33
34 35