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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 %
HB
951
Homrich & Berg
Georgia
$1.06M +$128K +3,282 +14%
DTC
952
Davidson Trust Company
Washington
$1.06M -$31.3K -803 -3%
EAM
953
Erste Asset Management
Austria
$1.05M +$276K +7,000 +36%
PA
954
PFG Advisors
Arizona
$1.05M -$2.47M -63,162 -70%
BOM
955
Bank of Marin
California
$1.05M +$2.31K +59 +0.2%
GFP
956
Gryphon Financial Partners
Ohio
$1.04M +$9.61K +246 +0.9%
BBNA
957
Bremer Bank National Association
Minnesota
$1.04M -$32.1K -823 -3%
IMA
958
Investment Management Associates
Colorado
$1.04M -$17K -434 -2%
RWA
959
Redhawk Wealth Advisors
Minnesota
$1.04M -$29.7K -761 -3%
NIC
960
Northwest Investment Counselors
Oregon
$1.03M -$113K -2,903 -10%
TPWA
961
TRUE Private Wealth Advisors
Oregon
$1.03M +$161K +4,116 +18%
WANY
962
Wealthspire Advisors (New York)
New York
$1.03M +$292K +7,474 +39%
RPC
963
Rossmore Private Capital
Connecticut
$1.03M – – –
IWC
964
Integrated Wealth Concepts
Massachusetts
$1.03M -$453K -11,585 -31%
NL
965
NVWM LLC
Pennsylvania
$1.02M +$1.02M +26,063 +124,110%
IAIM
966
International Assets Investment Management
Florida
$1.02M +$509K +38,975 +100%
CAC
967
Cowen and Company
New York
$1.02M +$1.02M +26,022 New
CCM
968
Compton Capital Management
Rhode Island
$1.02M -$35.2K -900 -3%
DSC
969
Duncker Streett & Co
Missouri
$1.01M -$83.7K -2,144 -8%
IFWM
970
Institute for Wealth Management
Colorado
$1.01M -$8.98K -230 -0.9%
HIC
971
Holderness Investments Company
North Carolina
$1.01M +$56.5K +1,447 +6%
CIAS
972
Capital Investment Advisory Services
North Carolina
$1.01M +$267K +6,821 +36%
DLG
973
Daniel L. Goodwin
$1.01M – – –
FAM
974
Fulcrum Asset Management
United Kingdom
$1M – – –
Lazard Asset Management
975
Lazard Asset Management
New York
$1M +$238K +6,099 +31%
37 38
39
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