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Wells Fargo
WFC

Overview Fund Activity

1,745 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 632 increasing their positions, 816 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
-58
Holders Change %
-3.22%
% of All Funds
35.87%
Holding in Top 10
48
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-36%
% of All Funds
0.99%
New
170
Increased
632
Reduced
816
Closed
211
Calls
$1.82B
Puts
$2.06B
Net Calls
-$239M
Net Calls Change
+$134M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$433M
2
Dodge & Cox
Dodge & Cox
California
+$324M
3
BlackRock
BlackRock
New York
+$304M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.19B
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$451M
3
Franklin Resources
Franklin Resources
California
-$423M
4
Boston Partners
Boston Partners
Massachusetts
-$385M
5
NEAM
New England Asset Management
Connecticut
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
ER
976
Enlightenment Research
Florida
$724K +$724K +28,300 New
SA
977
Strategic Advisors
New York
$723K -$557K -21,229 -44%
AW
978
ACG Wealth
Georgia
$721K -$65.9K -2,574 -8%
P
979
Pitcairn
Pennsylvania
$720K -$124K -4,831 -15%
Fisher Asset Management
980
Fisher Asset Management
Washington
$719K -$1.88M -73,603 -72%
DLG
981
Daniel L. Goodwin
$719K -$12.8K -500 -2%
IC
982
Intersect Capital
California
$717K +$19.7K +770 +3%
JHCP
983
Jackson Hole Capital Partners
Oklahoma
$715K +$147K +5,742 +26%
AWE
984
Avidian Wealth Enterprises
Texas
$714K +$171K +6,670 +31%
ST
985
Smithfield Trust
Pennsylvania
$712K -$34K -1,326 -5%
AA
986
Argent Advisors
Louisiana
$707K +$46.5K +1,820 +7%
SIA
987
Soltis Investment Advisors
Utah
$706K -$304K -11,876 -30%
IC
988
Investment Counsel
Michigan
$704K -$268K -10,458 -28%
LW
989
Linscomb Wealth
Texas
$703K -$2.15M -84,016 -75%
HAG
990
HighPoint Advisor Group
Illinois
$703K +$52K +2,073 +8%
DT
991
Diversified Trust
Tennessee
$701K -$54.8K -2,141 -7%
PAM
992
Premier Asset Management
Illinois
$700K -$51.2K -2,000 -7%
PCM
993
Penserra Capital Management
California
$700K +$648K +25,375 +1,254%
NICM
994
Neo Ivy Capital Management
New York
$698K +$692K +27,059 +12,412%
IWC
995
Integrated Wealth Concepts
Massachusetts
$698K +$698K +27,251 New
TFA
996
Teamwork Financial Advisors
Texas
$697K +$697K +27,238 New
JCM
997
Jacobi Capital Management
Pennsylvania
$693K -$240K -9,396 -26%
PFP
998
Pinnacle Financial Partners
Tennessee
$685K -$924K -36,060 -57%
RCM
999
Radnor Capital Management
Pennsylvania
$685K -$19.7K -783 -3%
PA
1000
Parallel Advisors
California
$683K +$59.9K +2,338 +10%
38 39
40
41 42