WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,935 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 715 increasing their positions, 877 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.5%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.68%
New
106
Increased
715
Reduced
877
Closed
107
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$753M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$267M
3
ClearBridge Investments
ClearBridge Investments
New York
+$196M
4
Goldman Sachs
Goldman Sachs
New York
+$151M
5
Victory Capital Management
Victory Capital Management
Texas
+$144M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.59B
2
Capital International Investors
Capital International Investors
California
-$1.18B
3
BlackRock
BlackRock
New York
-$456M
4
BBHC
Brown Brothers Harriman & Co
New York
-$413M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
926
Curi RMB Capital
Illinois
$1.68M -$13.7K -271 -0.8%
CFMC
927
Curbstone Financial Management Corp
New Hampshire
$1.68M +$15.1K +300 +0.9%
BB
928
Busey Bank
Illinois
$1.67M +$141K +2,785 +9%
CS
929
Cannell & Spears
New York
$1.67M -$34.2K -678 -2%
KWM
930
Kingsview Wealth Management
Oregon
$1.67M -$8.32K -165 -0.5%
HBT
931
Hills Bank & Trust
Iowa
$1.67M -$318K -6,307 -16%
SCM
932
SOL Capital Management
Maryland
$1.66M +$64.3K +1,275 +4%
NWM
933
Nicola Wealth Management
British Columbia, Canada
$1.65M – – –
AP
934
Appleton Partners
Massachusetts
$1.65M -$62.2K -1,233 -4%
ODCM
935
Old Dominion Capital Management
Virginia
$1.65M +$1.77K +35 +0.1%
NHC
936
Nicholas Hoffman & Company
Georgia
$1.64M +$175K +3,471 +12%
PI
937
PHH Investments
Texas
$1.63M -$34.7K -687 -2%
PFSC
938
Peoples Financial Services Corp
Pennsylvania
$1.63M +$12.7K +251 +0.8%
FAM
939
Fred Alger Management
New York
$1.62M – – –
AAIM
940
Asset Advisors Investment Management
Georgia
$1.62M +$1.62M +32,200 New
HAG
941
HighPoint Advisor Group
Illinois
$1.62M +$397K +7,337 +32%
TNB
942
Thomasville National Bank
Georgia
$1.61M -$1.1M -21,834 -41%
SDWIA
943
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.6M -$45.6K -903 -3%
CCG
944
Cypress Capital Group
Florida
$1.6M +$180K +3,575 +13%
PFS
945
Prospera Financial Services
Texas
$1.6M +$63.3K +1,256 +4%
LHC
946
Little House Capital
Massachusetts
$1.6M -$2.67K -53 -0.2%
LP
947
LMR Partners
United Kingdom
$1.6M +$1.6M +31,652 New
SBIA
948
Sheaff Brock Investment Advisors
Indiana
$1.59M +$807 +16 +0.1%
MPWT
949
MassMutual Private Wealth & Trust
Connecticut
$1.59M +$195K +3,869 +14%
BWP
950
Baldwin Wealth Partners
Massachusetts
$1.59M -$5.04K -100 -0.3%
36 37
38
39 40