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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 %
JWM
1001
Jeppson Wealth Management
California
$930K – – –
BMO
1002
Beck Mack & Oliver
New York
$928K -$31.3K -800 -3%
NCM
1003
Neumann Capital Management
California
$924K – – –
QCIG
1004
Quad-Cities Investment Group
Iowa
$909K +$12.2K +313 +1%
TI
1005
Tidal Investments
Wisconsin
$909K +$147K +3,764 +19%
AI
1006
Accredited Investors
Minnesota
$903K -$51.5K -1,317 -5%
CTC
1007
Central Trust Company
Missouri
$897K -$7.43K -190 -0.8%
MA
1008
Mutual Advisors
Nebraska
$893K +$167K +4,263 +23%
SB
1009
Simmons Bank
Arkansas
$890K -$1.22M -31,272 -58%
PWP
1010
Principle Wealth Partners
Connecticut
$886K +$49.4K +1,263 +6%
GLLW
1011
Graves Light Lenhart Wealth
Virginia
$885K +$78 +2 +0%
CL
1012
Choreo LLC
Illinois
$885K +$26.7K +682 +3%
RIA
1013
Realta Investment Advisors
Delaware
$883K +$49.8K +1,275 +6%
NEWAS
1014
N.E.W. Advisory Services
Wisconsin
$881K -$128K -3,243 -13%
HT
1015
HighTower Trust
Texas
$879K +$276K +7,066 +46%
FWCM
1016
Ferguson Wellman Capital Management
Oregon
$876K -$16K -409 -2%
TNB
1017
Thomasville National Bank
Georgia
$875K -$58.8K -2,049 -6%
AIIMS
1018
Analyst IMS Investment Management Services
Israel
$875K -$65K -1,663 -7%
MC
1019
Maverick Capital
Texas
$874K -$52.1K -1,334 -6%
AW
1020
Alaethes Wealth
Nevada
$874K +$874K +22,360 New
WAM
1021
Wakefield Asset Management
Colorado
$873K -$32.2K -824 -4%
AL
1022
Aspiriant LLC
California
$868K +$39 +1 +0%
PAS
1023
Park Avenue Securities
New York
$866K +$78.9K +2,019 +10%
AP
1024
Appleton Partners
Massachusetts
$865K -$40.6K -1,040 -4%
GGS
1025
Galvin Gaustad & Stein
Arizona
$863K +$2.34K +60 +0.3%
39 40
41
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