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Wells Fargo
WFC

Overview Fund Activity

1,745 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 632 increasing their positions, 816 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
-58
Holders Change %
-3.22%
% of All Funds
35.87%
Holding in Top 10
48
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-36%
% of All Funds
0.99%
New
170
Increased
632
Reduced
816
Closed
211
Calls
$1.82B
Puts
$2.06B
Net Calls
-$239M
Net Calls Change
+$134M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$433M
2
Dodge & Cox
Dodge & Cox
California
+$324M
3
BlackRock
BlackRock
New York
+$304M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.19B
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$451M
3
Franklin Resources
Franklin Resources
California
-$423M
4
Boston Partners
Boston Partners
Massachusetts
-$385M
5
NEAM
New England Asset Management
Connecticut
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOT
851
Trust Company of Toledo
Ohio
$1.04M -$34K -1,327 -3%
PTC
852
Private Trust Company
Ohio
$1.04M -$140K -5,525 -12%
CIA
853
Choate Investment Advisors
Massachusetts
$1.04M -$183K -7,137 -15%
CS
854
Cannell & Spears
New York
$1.04M +$69.7K +2,722 +7%
PCAP
855
Pratt Collard Advisory Partners
New York
$1.04M +$137K +5,355 +15%
Jones Financial Companies
856
Jones Financial Companies
Missouri
$1.03M +$16.6K +650 +2%
PBC
857
Pavion Blue Capital
California
$1.03M +$69.1K +2,697 +7%
CAM
858
Carret Asset Management
New York
$1.02M +$102K +3,965 +11%
DSC
859
Duncker Streett & Co
Missouri
$1.02M +$7.58K +296 +0.7%
BPCA
860
Bank Pictet & Cie (Asia)
Singapore
$1.01M +$316K +12,362 +46%
IWP
861
Icon Wealth Partners
Texas
$1M +$1M +39,225 New
CM
862
Columbus Macro
Pennsylvania
$1M -$57.7K -2,254 -5%
EH
863
Equitable Holdings
New York
$1M +$516K +20,144 +106%
GC
864
Gilbert & Cook
Iowa
$1M -$45.9K -1,793 -4%
LCM
865
Logan Capital Management
Pennsylvania
$999K -$7.18M -280,370 -88%
FQ
866
First Quadrant
California
$998K +$967K +37,783 +3,149%
WTB
867
Washington Trust Bank
Washington
$997K +$123K +4,801 +14%
CA
868
Cullinan Associates
Kentucky
$985K +$87.1K +3,400 +10%
FSCM
869
Front Street Capital Management
Montana
$978K -$92.2K -3,605 -9%
SC
870
Sawyer & Company
Massachusetts
$978K -$16.6K -650 -2%
MIM
871
Miller Investment Management
Pennsylvania
$978K – – –
MHS
872
M Holdings Securities
Oregon
$974K +$490K +19,134 +101%
MFW
873
Meristem Family Wealth
Minnesota
$965K +$16.2K +634 +2%
FHB
874
First Hawaiian Bank
Hawaii
$964K -$688K -26,866 -42%
AMM
875
American Money Management
California
$962K -$1.84M -71,686 -66%
33 34
35
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