WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,803 hedge funds and large institutions have $87.2B invested in Wells Fargo in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 703 increasing their positions, 831 reducing their positions, and 388 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,803
Holders Change
-288
Holders Change %
-13.77%
% of All Funds
39.83%
Holding in Top 10
75
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-42.75%
% of All Funds
1.66%
New
126
Increased
703
Reduced
831
Closed
388
Calls
$1.27B
Puts
$1.64B
Net Calls
-$373M
Net Calls Change
+$422M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$446M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$437M
3
Charles Schwab
Charles Schwab
California
+$272M
4
Dodge & Cox
Dodge & Cox
California
+$175M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$168M

Top Sellers

1
DAM
Davis Asset Management
California
-$40.2B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
3
CSIA
Charles Schwab Investment Advisory
California
-$444M
4
Capital International Investors
Capital International Investors
California
-$354M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
951
Bank Julius Baer & Co
Switzerland
$897K +$897K +31,257 New
CCG
952
Cypress Capital Group
Florida
$896K -$53.1K -1,849 -6%
S
953
Seeyond
France
$892K -$381K -13,268 -30%
ICOM
954
Investment Counselors of Maryland
Maryland
$892K -$160K -5,575 -15%
AA
955
Ancora Advisors
Ohio
$890K -$242K -8,435 -21%
AWM
956
Altium Wealth Management
New York
$890K -$220K -7,669 -20%
NHC
957
Nicholas Hoffman & Company
Georgia
$890K -$42K -1,465 -5%
AW
958
ACG Wealth
Georgia
$882K -$98.4K -3,429 -10%
AP
959
Appleton Partners
Massachusetts
$881K -$46.8K -1,630 -5%
DWA
960
Douglass Winthrop Advisors
New York
$881K +$201 +7 +0%
LIM
961
Loudon Investment Management
New Hampshire
$877K -$16.1K -561 -2%
RPC
962
Rossmore Private Capital
Connecticut
$870K -$92.7K -3,228 -10%
OFS
963
Oldfather Financial Services
Nebraska
$870K -$68.7K -2,857 -7%
GC
964
Grimes & Company
Massachusetts
$868K -$17K -593 -2%
FNBT
965
FineMark National Bank & Trust
Florida
$865K +$15.9K +554 +2%
SB
966
Simmons Bank
Arkansas
$863K -$139K -4,837 -14%
SWM
967
SeaCrest Wealth Management
New York
$862K -$48.7K -1,698 -5%
BOC
968
Barbara Oil Co
Illinois
$861K – – –
CC
969
Cadinha & Co
Hawaii
$860K -$112K -3,900 -12%
DTC
970
Davidson Trust Company
Washington
$860K -$3.44K -120 -0.4%
FDS
971
First Dallas Securities
Texas
$860K +$508K +17,700 +144%
TFS
972
Thoroughbred Financial Services
Tennessee
$857K -$252K -8,766 -23%
GIA
973
GHP Investment Advisors
Colorado
$852K +$10.3K +357 +1%
OSNBOA
974
Old Second National Bank of Aurora
Illinois
$849K +$821K +28,595 +2,927%
DT
975
Diversified Trust
Tennessee
$848K -$152K -5,294 -15%
37 38
39
40 41