WFC icon

Wells Fargo
WFC

Overview Fund Activity

2,091 hedge funds and large institutions have $169B invested in Wells Fargo in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 707 increasing their positions, 883 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,091
Holders Change
+156
Holders Change %
+8.06%
% of All Funds
41.29%
Holding in Top 10
131
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.38%
% of All Funds
2.59%
New
264
Increased
707
Reduced
883
Closed
80
Calls
$2.19B
Puts
$2.99B
Net Calls
-$795M
Net Calls Change
-$811M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$741M
3
AAMU
Amundi Asset Management US
Massachusetts
+$416M
4
Millennium Management
Millennium Management
New York
+$389M
5
Morgan Stanley
Morgan Stanley
New York
+$308M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.97B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$680M
3
Franklin Resources
Franklin Resources
California
-$544M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$522M
5
BlackRock
BlackRock
New York
-$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
951
TRUE Private Wealth Advisors
Oregon
$1.85M +$169K +3,144 +10%
SBIA
952
Sheaff Brock Investment Advisors
Indiana
$1.85M +$152K +2,821 +9%
ZIC
953
ZWJ Investment Counsel
Georgia
$1.85M +$721K +13,408 +64%
OFS
954
Oldfather Financial Services
Nebraska
$1.85M +$1.85M +39,034 New
AW
955
ACG Wealth
Georgia
$1.84M -$208K -3,863 -10%
RAM
956
Roanoke Asset Management
New Jersey
$1.84M -$529K -9,835 -22%
OWD
957
Osborn Williams & Donohoe
Ohio
$1.83M -$581K -10,806 -24%
CC
958
Cadinha & Co
Hawaii
$1.82M – – –
SRC
959
Sage Rhino Capital
California
$1.81M +$603K +11,483 +50%
RPC
960
Rossmore Private Capital
Connecticut
$1.8M +$144K +2,673 +9%
ESB
961
Essex Savings Bank
Connecticut
$1.8M +$3.23K +60 +0.2%
ST
962
Smithfield Trust
Pennsylvania
$1.79M -$16.8K -313 -0.9%
LHC
963
Little House Capital
Massachusetts
$1.79M +$85.3K +1,585 +5%
CRC
964
Curi RMB Capital
Illinois
$1.79M -$4.47K -83 -0.2%
CFMC
965
Curbstone Financial Management Corp
New Hampshire
$1.79M – – –
CCM
966
Chilton Capital Management
Texas
$1.78M -$84.7K -1,575 -5%
CCG
967
Cypress Capital Group
Florida
$1.78M +$69.9K +1,299 +4%
LOPW
968
Live Oak Private Wealth
North Carolina
$1.78M +$1.78M +33,000 New
WCM
969
Wunderlich Capital Managemnt
Tennessee
$1.77M +$144K +2,680 +9%
SCM
970
SOL Capital Management
Maryland
$1.76M -$12.6K -235 -0.7%
PIG
971
Pantheon Investment Group
California
$1.76M +$1.76M +32,741 New
QCG
972
Quadrant Capital Group
Ohio
$1.75M +$247K +4,681 +16%
RM
973
Resource Management
Louisiana
$1.75M +$112K +2,082 +7%
NHC
974
Nicholas Hoffman & Company
Georgia
$1.75M -$2.48K -46 -0.1%
CS
975
Comerica Securities
Michigan
$1.75M +$99.7K +1,853 +6%
37 38
39
40 41