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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 %
PFP
1026
Pinnacle Financial Partners
Tennessee
$861K -$6.11K -174 -0.7%
ALAM
1027
Asahi Life Asset Management
Japan
$857K -$230K -5,880 -21%
CCM
1028
Carlson Capital Management
Minnesota
$853K -$28.8K -738 -3%
CAAS
1029
Capital Asset Advisory Services
Michigan
$853K +$90.1K +2,307 +12%
SRC
1030
Sage Rhino Capital
California
$851K +$4.14K +106 +0.5%
TI
1031
Truehand Inc
New Hampshire
$850K – – –
NCM
1032
Narwhal Capital Management
Georgia
$847K +$293K +7,508 +53%
NFG
1033
Next Financial Group
Texas
$846K -$54.7K -1,399 -6%
Jones Financial Companies
1034
Jones Financial Companies
Missouri
$846K +$199K +5,107 +31%
IAMOG
1035
Investors Asset Management of Georgia
Georgia
$844K +$158K +4,050 +23%
LWANC
1036
Laurel Wealth Advisors (North Carolina)
North Carolina
$841K -$128K -3,280 -13%
PFSC
1037
Peoples Financial Services Corp
Pennsylvania
$839K -$23.5K -600 -3%
IWM
1038
IHT Wealth Management
Illinois
$836K +$260K +6,652 +45%
ACS
1039
Archford Capital Strategies
Illinois
$832K -$1.45M -34,407 -64%
ICG
1040
InterOcean Capital Group
Tennessee
$832K -$105K -2,682 -11%
GIM
1041
Greylin Investment Management
Virginia
$830K -$10.7K -275 -1%
EH
1042
Equitable Holdings
New York
$826K +$312K +7,990 +61%
BB
1043
Busey Bank
Illinois
$818K +$3.05K +78 +0.4%
MHS
1044
M Holdings Securities
Oregon
$817K +$37.1K +951 +5%
PWPS
1045
Pinnacle Wealth Planning Services
Ohio
$814K +$120K +3,078 +17%
XS
1046
XR Securities
Illinois
$811K +$355K +9,088 +78%
AWMT
1047
AAFMAA Wealth Management & Trust
North Carolina
$810K -$4.3M -110,159 -84%
JGGDR
1048
JGP Global Gestao de Recursos
Brazil
$810K +$810K +20,744 New
DWA
1049
Douglass Winthrop Advisors
New York
$809K – – –
IRC
1050
Investors Research Corp
Georgia
$806K +$32.7K +838 +4%
40 41
42
43 44