WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,803 hedge funds and large institutions have $87.2B invested in Wells Fargo in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 703 increasing their positions, 831 reducing their positions, and 388 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,803
Holders Change
-288
Holders Change %
-13.77%
% of All Funds
39.83%
Holding in Top 10
75
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-42.75%
% of All Funds
1.66%
New
126
Increased
703
Reduced
831
Closed
388
Calls
$1.27B
Puts
$1.64B
Net Calls
-$373M
Net Calls Change
+$422M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$446M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$437M
3
Charles Schwab
Charles Schwab
California
+$272M
4
Dodge & Cox
Dodge & Cox
California
+$175M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$168M

Top Sellers

1
DAM
Davis Asset Management
California
-$40.2B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
3
CSIA
Charles Schwab Investment Advisory
California
-$444M
4
Capital International Investors
Capital International Investors
California
-$354M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
851
Columbus Macro
Pennsylvania
$1.19M -$903K -31,467 -43%
SA
852
SRH Advisors
Kansas
$1.19M +$1.13M +39,508 +2,220%
HCM
853
Hodges Capital Management
Texas
$1.18M +$551K +19,183 +87%
SRC
854
Sage Rhino Capital
California
$1.18M +$192K +6,688 +19%
PVWM
855
Point View Wealth Management
New Jersey
$1.18M +$402K +14,022 +52%
GC
856
Gilbert & Cook
Iowa
$1.17M +$8.78K +306 +0.8%
Wealthfront Advisers
857
Wealthfront Advisers
California
$1.16M -$4.05M -141,140 -78%
MWP
858
Meridian Wealth Partners
Pennsylvania
$1.16M +$9.82K +342 +0.9%
AIL
859
AGF Investments LLC
Ontario, Canada
$1.16M -$648K -22,572 -36%
SWMG
860
Signature Wealth Management Group
Georgia
$1.16M +$1.16M +40,528 New
MRCM
861
M&R Capital Management
New Jersey
$1.16M -$95.5K -3,329 -8%
SACTSONJ
862
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.15M – – –
CIC
863
Canal Insurance Company
South Carolina
$1.15M +$1.15M +40,000 New
MCA
864
Mendon Capital Advisors
Florida
$1.15M +$1.15M +40,000 New
ASN
865
Advisory Services Network
Georgia
$1.15M -$128K -4,446 -10%
FFBTD
866
First Financial Bank - Trust Division
Ohio
$1.15M -$68K -2,369 -6%
DCM
867
Donaldson Capital Management
Indiana
$1.15M -$102K -3,552 -8%
CSC
868
Cove Street Capital
California
$1.15M +$1.15M +39,900 New
HT
869
Heritage Trust
Oklahoma
$1.14M -$219K -7,644 -16%
HW
870
Hancock Whitney
Mississippi
$1.14M -$328K -11,412 -22%
Jones Financial Companies
871
Jones Financial Companies
Missouri
$1.14M -$834K -29,046 -42%
DSC
872
Duncker Streett & Co
Missouri
$1.14M +$17.6K +613 +2%
PFS
873
Prospera Financial Services
Texas
$1.14M +$73.2K +2,550 +7%
KLCM
874
KG&L Capital Management
Louisiana
$1.13M -$19.6K -684 -2%
SIA
875
Soltis Investment Advisors
Utah
$1.13M +$133K +4,643 +13%
33 34
35
36 37