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Wells Fargo
WFC

Overview Fund Activity

1,864 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 243 funds opening new positions, 675 increasing their positions, 714 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+115
Holders Change %
+6.58%
% of All Funds
32.82%
Holding in Top 10
104
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.3%
% of All Funds
1.83%
New
243
Increased
675
Reduced
714
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$267M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$877M
3
DZ Bank
DZ Bank
Germany
+$510M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
5
American Century Companies
American Century Companies
Missouri
+$370M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.02B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$743M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$390M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$370M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDS
901
First Dallas Securities
Texas
$1.21M -$1.23M -31,452 -50%
UHC
902
Union Heritage Capital
Michigan
$1.21M +$1.21M +30,970 New
Point72 Asset Management
903
Point72 Asset Management
Connecticut
$1.2M +$1.2M +30,800 New
BAM
904
Belpointe Asset Management
Nevada
$1.2M -$207K -5,290 -15%
WGAM
905
Wilkinson Global Asset Management
New York
$1.2M +$1.2M +30,600 New
MCM
906
Monarch Capital Management
Indiana
$1.19M – – –
RM
907
Resource Management
Louisiana
$1.19M +$381K +9,761 +47%
FNT
908
First National Trust
Pennsylvania
$1.19M -$684K -17,505 -37%
BCWM
909
Bartlett & Co Wealth Management
Ohio
$1.18M -$41K -1,050 -3%
BC
910
Bartlett & Co
Ohio
$1.18M -$41K -1,050 -3%
FA
911
FDx Advisors
Illinois
$1.18M +$257K +6,586 +28%
FWM
912
Frontier Wealth Management
Missouri
$1.18M -$34.6K -885 -3%
VCA
913
Verdence Capital Advisors
Maryland
$1.18M +$587K +15,014 +100%
MIM
914
Marco Investment Management
Georgia
$1.17M +$34.5K +882 +3%
NNP
915
Nachman Norwood & Parrott
South Carolina
$1.16M +$60.5K +1,548 +6%
XWM
916
Xcel Wealth Management
Florida
$1.15M +$1.15M +29,548 New
BJL
917
Brighton Jones LLC
Washington
$1.15M -$171K -4,387 -13%
VCM
918
Virtue Capital Management
Tennessee
$1.15M -$445K -11,391 -28%
FMTC
919
Farmers & Merchants Trust Company
California
$1.15M +$3.75K +96 +0.3%
SP
920
Symmetry Partners
Connecticut
$1.15M +$21K +538 +2%
FCI
921
Financial Counselors Inc
Kansas
$1.14M -$101K -2,577 -8%
FHA
922
First Horizon Advisors
Tennessee
$1.14M +$219K +5,619 +24%
OAM
923
Optimal Asset Management
California
$1.14M +$659K +16,854 +137%
VNA
924
Valley National Advisers
Pennsylvania
$1.14M +$61.7K +1,579 +6%
FFN
925
Focus Financial Network
Minnesota
$1.13M -$1.22M -31,307 -52%
35 36
37
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