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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 %
MCM
876
Monarch Capital Management
Indiana
$764K -$90.1K -3,836 -11%
DPIM
877
Duff & Phelps Investment Management
Illinois
$763K – – –
Cetera Investment Advisers
878
Cetera Investment Advisers
Illinois
$759K +$60.1K +2,559 +9%
WAMC
879
Western Asset Management Company
California
$758K – – –
SACTSONJ
880
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$757K – – –
NIC
881
Northwest Investment Counselors
Oregon
$753K -$313K -13,324 -29%
WSFS
882
Wilmington Savings Fund Society
Delaware
$751K -$4.67M -198,885 -86%
MAWCM
883
Mine & Arao Wealth Creation & Management
California
$745K -$49K -2,081 -6%
Lido Advisors
884
Lido Advisors
California
$736K -$3.75M -159,412 -84%
DSC
885
Duncker Streett & Co
Missouri
$725K -$214K -9,091 -23%
FMTC
886
Farmers & Merchants Trust Company
California
$725K -$4.82K -205 -0.7%
CM
887
Columbus Macro
Pennsylvania
$721K -$199K -8,484 -22%
PA
888
PSI Advisors
Florida
$721K +$14.1K +601 +2%
RAM
889
Roanoke Asset Management
New Jersey
$719K +$47 +2 +0%
VIM
890
Vista Investment Management
Pennsylvania
$716K +$17.3K +735 +2%
CFA
891
Carroll Financial Associates
North Carolina
$712K -$123K -5,242 -15%
AWE
892
Avidian Wealth Enterprises
Texas
$712K +$56.1K +2,386 +9%
BBNA
893
Bremer Bank National Association
Minnesota
$711K -$40.2K -1,709 -5%
SC
894
Sepio Capital
Utah
$710K -$2.62M -111,643 -79%
FFBTD
895
First Financial Bank - Trust Division
Ohio
$710K -$111K -4,733 -14%
HCM
896
Hutchinson Capital Management
California
$705K -$10.5M -447,176 -94%
BOC
897
Barbara Oil Co
Illinois
$705K – – –
ICM
898
IMS Capital Management
Oregon
$704K +$2.35K +100 +0.3%
GFP
899
Gryphon Financial Partners
Ohio
$704K +$272K +11,532 +63%
IMC Chicago
900
IMC Chicago
Illinois
$701K -$1.99M -84,691 -74%
34 35
36
37 38