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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 %
CIA
826
Choate Investment Advisors
Massachusetts
$867K -$86.6K -3,683 -9%
AMM
827
American Money Management
California
$861K -$22.2K -942 -3%
NCM
828
Northwest Capital Management
Oregon
$861K – – –
WT
829
Washington Trust
Rhode Island
$858K -$457K -19,441 -35%
CSM
830
CAMG Solamere Management
North Carolina
$858K – – –
MAM
831
Marotta Asset Management
Virginia
$856K – – –
BWCS
832
Beirne Wealth Consulting Services
Connecticut
$855K +$855K +36,362 New
SDWIA
833
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$853K +$9.42K +401 +1%
MFW
834
Meristem Family Wealth
Minnesota
$851K -$35.2K -1,500 -4%
LNC
835
Lincoln National Corp
Pennsylvania
$851K -$17.1K -730 -2%
MCAI
836
Members Capital Advisors Inc
Wisconsin
$849K +$849K +36,100 New
BC
837
Bartlett & Co
Ohio
$844K -$205K -8,700 -20%
SC
838
Sawyer & Company
Massachusetts
$844K -$54K -2,300 -6%
BCWM
839
Bartlett & Co Wealth Management
Ohio
$844K -$205K -8,700 -20%
LWAC
840
Laurel Wealth Advisors (California)
California
$843K -$133K -5,664 -14%
BPA
841
Beacon Pointe Advisors
California
$843K +$15.3K +651 +2%
RC
842
RegentAtlantic Capital
New Jersey
$840K -$2.94K -125 -0.3%
IFWM
843
Institute for Wealth Management
Colorado
$839K +$596K +25,366 +246%
AAM
844
Auxier Asset Management
Oregon
$836K +$19.4K +825 +2%
RIA
845
Realta Investment Advisors
Delaware
$836K +$25.6K +1,088 +3%
AWM
846
Altium Wealth Management
New York
$835K +$147K +6,250 +21%
GT
847
Glenview Trust
Kentucky
$834K -$500K -21,276 -37%
CF
848
Centaurus Financial
California
$833K +$393K +16,725 +89%
ERM
849
Elm Ridge Management
New York
$831K +$831K +35,340 New
SAM
850
Selway Asset Management
$828K +$77.6K +3,300 +10%
32 33
34
35 36