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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 %
ZIC
1051
ZWJ Investment Counsel
Georgia
$803K +$176K +4,516 +28%
CRWM
1052
Castle Rock Wealth Management
California
$803K +$261K +6,063 +48%
SIA
1053
SkyView Investment Advisors
New Jersey
$800K +$8.36K +214 +1%
RCAG
1054
Rehmann Capital Advisory Group
Michigan
$799K +$16.9K +429 +2%
PA
1055
Parallel Advisors
California
$791K +$114K +2,928 +17%
Kovitz Investment Group Partners
1056
Kovitz Investment Group Partners
Illinois
$790K -$1.31M -33,430 -62%
SM
1057
Salzhauer Michael
$788K +$276K +7,067 +54%
IC
1058
Intersect Capital
California
$786K -$4.81K -123 -0.6%
FSA
1059
Franklin Street Advisors
North Carolina
$785K – – –
SIC
1060
Salem Investment Counselors
North Carolina
$784K +$221K +5,646 +39%
HA
1061
Harbor Advisors
Florida
$781K – – –
BOC
1062
Barbara Oil Co
Illinois
$781K – – –
LCM
1063
Logan Capital Management
Pennsylvania
$781K +$122K +3,123 +19%
HIMC
1064
Heritage Investors Management Corp
Maryland
$777K -$545K -13,945 -41%
BOTW
1065
Bank of the West
California
$774K -$89.2K -2,282 -10%
HCM
1066
Hodges Capital Management
Texas
$770K -$1.02M -26,226 -57%
MMHP
1067
Murphy Middleton Hinkle & Parker
Georgia
$760K +$2.62K +67 +0.3%
P
1068
Pitcairn
Pennsylvania
$759K +$493K +12,612 +185%
ST
1069
Smithfield Trust
Pennsylvania
$758K -$16.4K -420 -2%
BPA
1070
Beacon Pointe Advisors
California
$755K -$462K -11,848 -38%
HCM
1071
Highlander Capital Management
New Jersey
$755K – – –
EAM
1072
Evanson Asset Management
California
$752K +$8.95K +229 +1%
MGIA
1073
Moneta Group Investment Advisors
Missouri
$751K +$238K +6,101 +46%
GCM
1074
Glynn Capital Management
California
$749K – – –
Capstone Investment Advisors
1075
Capstone Investment Advisors
New York
$745K -$22M -562,984 -97%
41 42
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