WFC icon

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 %
NB
976
Nicolet Bankshares
Wisconsin
$998K – – –
CF
977
Centaurus Financial
California
$994K -$374K -9,565 -27%
ANRIA
978
American National Registered Investment Advisor
Texas
$994K – – –
CA
979
Cumberland Advisors
Florida
$992K +$117K +3,000 +13%
PWLP
980
Prio Wealth Limited Partnership
Massachusetts
$990K -$301K -7,709 -23%
HCM
981
Hutchinson Capital Management
California
$989K -$4.61K -118 -0.5%
PTC
982
Private Trust Company
Ohio
$987K -$46.8K -1,198 -5%
VAS
983
Vestmark Advisory Solutions
Massachusetts
$987K +$317K +8,113 +47%
SBIA
984
Sheaff Brock Investment Advisors
Indiana
$983K +$54.6K +1,398 +6%
BCM
985
Boltwood Capital Management
California
$981K -$195K -4,980 -17%
AIM
986
Achmea Investment Management
Netherlands
$981K – – –
GC
987
Gruss & Co
Florida
$977K -$586K -15,000 -38%
CC
988
Cadinha & Co
Hawaii
$976K – – –
GRP
989
Global Retirement Partners
California
$974K -$39.5K -1,010 -4%
CBT
990
CoreFirst Bank & Trust
Kansas
$972K -$20.7K -530 -2%
TCM
991
Telos Capital Management
California
$971K -$1.52K -39 -0.2%
TAM
992
Tealwood Asset Management
Minnesota
$959K – – –
EW
993
Evoke Wealth
California
$955K -$76.4K -1,956 -7%
WTB
994
Washington Trust Bank
Washington
$955K -$31.9K -817 -3%
CIP
995
Convergence Investment Partners
Florida
$955K +$21.6K +552 +2%
SEC
996
Seven Eight Capital
New York
$954K – – –
GC
997
GFG Capital
Florida
$947K -$35.7K -913 -4%
MYLI
998
Meiji Yasuda Life Insurance
Japan
$943K +$89.9K +2,300 +11%
CCM
999
Cullen Capital Management
New York
$942K +$942K +24,112 New
GIA
1000
Gladstone Institutional Advisory
Florida
$939K +$939K +24,038 New
38 39
40
41 42