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Wells Fargo
WFC

Overview Fund Activity

1,611 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 540 increasing their positions, 816 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-134
Holders Change %
-7.68%
% of All Funds
32.59%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
102
Increased
540
Reduced
816
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$649M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$422M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$367M
5
Citadel Advisors
Citadel Advisors
Florida
+$346M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.59B
2
LP
Longview Partners
Guernsey
-$663M
3
Franklin Resources
Franklin Resources
California
-$357M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$316M
5
Deutsche Bank
Deutsche Bank
Germany
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
1001
Franklin Street Advisors
North Carolina
$520K -$19.2K -817 -4%
RCAG
1002
Rehmann Capital Advisory Group
Michigan
$518K -$65.2K -2,775 -11%
QCIG
1003
Quad-Cities Investment Group
Iowa
$516K +$69.7K +2,964 +16%
TAM
1004
Trust Asset Management
Texas
$515K +$198K +8,410 +62%
IRC
1005
Investors Research Corp
Georgia
$512K -$8.23K -350 -2%
TI
1006
Truehand Inc
New Hampshire
$512K -$1.55K -66 -0.3%
LCP
1007
Legacy Capital Partners
Wisconsin
$511K -$525K -22,337 -51%
AC
1008
Avenir Corporation
Virginia
$506K – – –
TIM
1009
Triad Investment Management
California
$498K – – –
RSWM
1010
Robertson Stephens Wealth Management
California
$498K +$498K +21,222 New
ACM
1011
Alta Capital Management
Utah
$494K -$574K -24,421 -54%
DCM
1012
Donaldson Capital Management
Indiana
$494K -$226K -9,600 -31%
BM
1013
Brandywine Managers
Delaware
$494K +$494K +21,000 New
PSUF
1014
People's United Financial
Connecticut
$491K -$243K -10,335 -33%
PAS
1015
Park Avenue Securities
New York
$491K -$9.01K -383 -2%
HH
1016
Hilltop Holdings
Texas
$490K -$197K -8,398 -29%
MBT
1017
Montecito Bank & Trust
California
$490K -$33.3K -1,416 -6%
TPWA
1018
TRUE Private Wealth Advisors
Oregon
$489K -$76.8K -3,273 -14%
MMHP
1019
Murphy Middleton Hinkle & Parker
Georgia
$489K -$55.1K -2,344 -10%
EMPI
1020
Elo Mutual Pension Insurance
Finland
$484K +$484K +20,596 New
IAMOG
1021
Investors Asset Management of Georgia
Georgia
$483K +$27K +1,150 +6%
AFP
1022
Ausdal Financial Partners
Iowa
$483K +$125K +5,314 +35%
CRC
1023
Curi RMB Capital
Illinois
$481K -$128K -5,437 -21%
WWM
1024
Western Wealth Management
Colorado
$476K +$25.1K +1,068 +6%
ADL
1025
Asset Dedication LLC
California
$476K +$131K +5,511 +38%
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