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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 %
FMBTD
1076
First Midwest Bank Trust Division
Illinois
$409K -$118K -5,019 -22%
WB
1077
Webster Bank
Connecticut
$409K -$28.2K -1,200 -6%
TFA
1078
Teamwork Financial Advisors
Texas
$407K -$233K -9,907 -36%
CB
1079
Community Bank
New York
$407K -$193K -8,215 -32%
AFA
1080
Arlington Financial Advisors
California
$407K -$21.1K -900 -5%
BOH
1081
Bank of Hawaii
Hawaii
$406K -$566K -24,084 -58%
HCM
1082
Hutner Capital Management
Vermont
$405K -$1.05M -44,860 -72%
JCM
1083
Jacobi Capital Management
Pennsylvania
$405K -$232K -9,867 -36%
FFA
1084
First Foundation Advisors
California
$405K -$56.6K -2,406 -12%
WAP
1085
Wealthcare Advisory Partners
Pennsylvania
$405K -$5.29K -225 -1%
KMWM
1086
Keudell/Morrison Wealth Management
Oregon
$403K +$11.5K +489 +3%
AC
1087
Athanor Capital
New York
$402K -$2M -85,035 -83%
MIAN
1088
Mariner Independent Advisor Network
Kansas
$401K -$71.1K -3,026 -15%
WA1
1089
Wimmer Associates 1
California
$401K -$34.4K -1,460 -8%
ISB
1090
Iowa State Bank
Iowa
$400K -$2.1M -89,494 -84%
RC
1091
RBF Capital
California
$400K -$2.08M -88,364 -84%
PFM
1092
Parsec Financial Management
North Carolina
$400K -$388K -16,475 -49%
IWM
1093
IHT Wealth Management
Illinois
$400K +$13.4K +568 +3%
BG
1094
Bollard Group
Massachusetts
$399K +$799 +34 +0.2%
SG
1095
StoneX Group
New York
$399K +$203K +8,628 +103%
MAFM
1096
Mid Atlantic Financial Management
Pennsylvania
$397K -$226K -9,305 -36%
CIAS
1097
Capital Investment Advisory Services
North Carolina
$397K -$38.3K -1,632 -9%
NSAM
1098
North Star Asset Management
Wisconsin
$397K +$470 +20 +0.1%
HSA
1099
HBK Sorce Advisory
Pennsylvania
$391K +$8.44K +359 +2%
MMA
1100
Miracle Mile Advisors
California
$390K -$2.97M -126,407 -88%
42 43
44
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