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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 %
FBT
1076
First Bank & Trust
South Dakota
$742K +$29.1K +744 +4%
CAG
1077
Csenge Advisory Group
Florida
$737K +$106K +2,628 +17%
CC
1078
Courier Capital
New York
$727K -$3.83K -98 -0.5%
RG
1079
Rathbones Group
United Kingdom
$726K +$20.9K +535 +3%
IAN
1080
Integrated Advisors Network
Texas
$723K +$172K +4,403 +31%
FWM
1081
Foresight Wealth Management
Utah
$721K -$23.5K -601 -3%
KMWM
1082
Keudell/Morrison Wealth Management
Oregon
$720K +$28.9K +739 +4%
AWA
1083
Arkadios Wealth Advisors
Georgia
$719K +$572K +14,667 +390%
AP
1084
Adero Partners
California
$714K +$714K +18,268 New
BWAM
1085
Boyd Watterson Asset Management
Ohio
$713K -$1.17K -30 -0.2%
SCM
1086
Sterneck Capital Management
Missouri
$712K -$40.1K -1,026 -5%
WIC
1087
Woodmont Investment Counsel
Tennessee
$711K -$103K -2,645 -13%
BO
1088
BRR OpCo
Ohio
$711K -$38.4K -984 -5%
ROTUOC
1089
Regents of the University of California
California
$707K – – –
CT
1090
Cambridge Trust
Massachusetts
$701K +$3.36K +86 +0.5%
SIA
1091
Soltis Investment Advisors
Utah
$700K -$406K -10,385 -37%
SAM
1092
Sequent Asset Management
Texas
$697K -$519K -13,282 -43%
CC
1093
Chicago Capital
Illinois
$697K -$6.64K -170 -0.9%
TPMI
1094
Tilden Park Management I
New York
$696K +$696K +17,809 New
PFO
1095
Pathstone Family Office
New Jersey
$695K +$123K +3,146 +21%
WWM
1096
Western Wealth Management
Colorado
$694K +$10.6K +270 +2%
ESB
1097
Essex Savings Bank
Connecticut
$690K -$18K -497 -3%
PFM
1098
Parsec Financial Management
North Carolina
$690K +$26.1K +667 +4%
TCPWM
1099
Traverso Chambers Private Wealth Management
California
$682K +$156K +4,001 +30%
MGWM
1100
Marks Group Wealth Management
Minnesota
$681K +$97.8K +2,515 +17%
42 43
44
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