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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 %
CFA
901
Carroll Financial Associates
North Carolina
$909K -$68.9K -2,693 -7%
PHS
902
Pekin Hardy Strauss
Illinois
$907K +$524K +20,465 +137%
BPA
903
Beacon Pointe Advisors
California
$904K +$390K +15,181 +76%
NFG
904
Next Financial Group
Texas
$903K +$431K +16,811 +91%
TNB
905
Thomasville National Bank
Georgia
$902K +$85.5K +3,337 +10%
OPCM
906
Osborne Partners Capital Management
California
$900K -$7.53K -294 -0.8%
FFBTD
907
First Financial Bank - Trust Division
Ohio
$895K -$129K -5,038 -13%
BCM
908
Boltwood Capital Management
California
$890K -$110K -4,310 -11%
AAM
909
Auxier Asset Management
Oregon
$889K +$10.2K +398 +1%
AI
910
Accredited Investors
Minnesota
$889K +$293K +11,448 +49%
RHAM
911
Round Hill Asset Management
California
$888K -$16K -625 -2%
PPW
912
Parcion Private Wealth
Washington
$884K +$206K +8,071 +30%
BAM
913
Belpointe Asset Management
Nevada
$882K -$106K -4,145 -11%
RIA
914
Realta Investment Advisors
Delaware
$882K +$330K +12,886 +60%
SWM
915
SeaCrest Wealth Management
New York
$879K +$111K +4,326 +14%
OFS
916
Oldfather Financial Services
Nebraska
$878K -$14K -568 -2%
ONB
917
Old National Bancorp
Indiana
$876K -$669K -26,135 -43%
BJL
918
Brighton Jones LLC
Washington
$874K -$218K -8,503 -20%
RL
919
Ruffer LLP
United Kingdom
$864K -$797K -29,500 -48%
MAWCM
920
Mine & Arao Wealth Creation & Management
California
$864K +$159K +6,199 +22%
RPC
921
Rossmore Private Capital
Connecticut
$859K +$83.7K +3,269 +11%
PFM
922
Parsec Financial Management
North Carolina
$857K +$162K +6,325 +23%
BOTW
923
Bank of the West
California
$855K -$86.8K -3,389 -9%
BB
924
Busey Bank
Illinois
$853K -$11.5K -448 -1%
CCM
925
Compton Capital Management
Rhode Island
$838K -$169K -6,600 -17%
35 36
37
38 39