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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 %
WA
851
WP Advisors
California
$827K -$25.6K -1,088 -3%
WPC
852
White Pine Capital
Minnesota
$827K -$22.9K -975 -3%
VNA
853
Valley National Advisers
Pennsylvania
$826K -$45.2K -1,925 -5%
RHAM
854
Round Hill Asset Management
California
$826K +$9.91K +421 +1%
PPW
855
Parcion Private Wealth
Washington
$824K -$7.96K -332 -1%
CNBTD
856
Citizens National Bank Trust Department
Mississippi
$823K -$35.3K -1,500 -4%
JHCP
857
Jackson Hole Capital Partners
Oklahoma
$819K +$163K +6,917 +25%
AI
858
Accredited Investors
Minnesota
$816K +$71 +3 +0%
OFS
859
Oldfather Financial Services
Nebraska
$809K -$19.2K -827 -2%
FSCM
860
Front Street Capital Management
Montana
$807K -$91K -3,874 -10%
MC
861
Martin & Co
Tennessee
$805K -$73.2K -3,115 -8%
NFG
862
Next Financial Group
Texas
$794K -$35K -1,489 -4%
BCM
863
Boltwood Capital Management
California
$794K -$24.1K -1,025 -3%
MYLI
864
Meiji Yasuda Life Insurance
Japan
$791K -$56.9K -2,419 -7%
EF
865
Empirical Finance
Pennsylvania
$791K +$164K +6,979 +26%
OPCM
866
Osborne Partners Capital Management
California
$789K -$37K -1,576 -4%
AL
867
Aspiriant LLC
California
$789K +$215K +9,125 +37%
HW
868
Hancock Whitney
Mississippi
$784K -$65.4K -2,782 -8%
CFGS
869
Concourse Financial Group Securities
Alabama
$783K +$100K +4,265 +15%
AF
870
Advisornet Financial
Minnesota
$778K -$201K -8,554 -21%
TNB
871
Thomasville National Bank
Georgia
$777K -$50.7K -2,156 -6%
NHC
872
Nicholas Hoffman & Company
Georgia
$776K +$90.4K +3,845 +13%
BJL
873
Brighton Jones LLC
Washington
$773K -$30.4K -1,291 -4%
CIA
874
Cascade Investment Advisors
Oregon
$767K +$11.8K +500 +2%
EH
875
Equitable Holdings
New York
$766K -$155K -6,601 -17%
33 34
35
36 37