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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 %
CA
976
Cambridge Advisors
Nebraska
$1.48M +$303 +6 +0%
DAS
977
Dynamic Advisor Solutions
Arizona
$1.48M -$266K -5,277 -15%
WCM
978
Wisconsin Capital Management
Wisconsin
$1.46M +$1.46M +28,940 New
JCM
979
Jacobi Capital Management
Pennsylvania
$1.46M -$23.7K -469 -2%
DLG
980
Daniel L. Goodwin
$1.45M – – –
TG
981
TCW Group
California
$1.45M +$408K +8,100 +39%
SBA
982
Secrest Blakey & Associates
North Carolina
$1.45M +$11.6K +231 +0.8%
NB
983
Nicolet Bankshares
Wisconsin
$1.45M -$15.6K -309 -1%
RG
984
Rathbones Group
United Kingdom
$1.44M -$1.1M -21,899 -43%
FLI
985
Family Legacy Inc
South Carolina
$1.44M -$113K -2,097 -7%
ICA
986
Infrastructure Capital Advisors
New York
$1.44M +$1.44M +28,527 New
VCM
987
Violich Capital Management
California
$1.43M +$101K +2,000 +8%
HIC
988
Holderness Investments Company
North Carolina
$1.42M +$14.8K +294 +1%
SIAG
989
Signet Investment Advisory Group
Rhode Island
$1.42M -$19.7K -390 -1%
CTC
990
Central Trust Company
Missouri
$1.42M +$70.8K +1,403 +5%
QCG
991
Quadrant Capital Group
Ohio
$1.42M +$487K +9,804 +52%
RCM
992
Radnor Capital Management
Pennsylvania
$1.42M – – –
GIA
993
GHP Investment Advisors
Colorado
$1.41M -$216K -4,275 -13%
WAM
994
Wealthspire Advisors (Maryland)
Maryland
$1.41M +$60.8K +1,205 +5%
VIM
995
Vista Investment Management
Pennsylvania
$1.41M +$40.3K +799 +3%
RHAM
996
Round Hill Asset Management
California
$1.39M – – –
RWA
997
Ropes Wealth Advisors
Massachusetts
$1.38M -$20.3K -402 -1%
KFC
998
Klingenstein Fields & Co
New York
$1.37M -$19.5K -387 -1%
CBU
999
CIBC Bank USA
Illinois
$1.37M -$52K -1,030 -4%
BFM
1000
Boston Financial Management
Massachusetts
$1.37M -$288K -5,705 -17%
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40
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