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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 %
CAAS
1101
Capital Asset Advisory Services
Michigan
$390K -$21.4K -913 -5%
EAM
1102
Eagle Asset Management
Florida
$387K -$2.69M -116,109 -87%
EFS
1103
Essex Financial Services
Connecticut
$386K -$14.5K -616 -4%
DA
1104
Doliver Advisors
Texas
$380K +$7.99K +340 +2%
CCM
1105
Coldstream Capital Management
Washington
$379K -$75.7K -3,221 -17%
MAM
1106
Meeder Asset Management
Ohio
$378K -$1.41M -60,160 -79%
AC
1107
Abbrea Capital
California
$378K -$184K -7,821 -33%
VHAM
1108
Van Hulzen Asset Management
California
$378K -$40.9K -1,743 -10%
NIM
1109
Nexus Investment Management
Ontario, Canada
$378K – – –
MFG
1110
Magnus Financial Group
New York
$378K +$120K +5,126 +47%
TFO
1111
Tarbox Family Office
California
$377K +$1.13K +48 +0.3%
CGL
1112
Clarius Group LLC
Washington
$376K -$293K -12,450 -44%
TAM
1113
Troy Asset Management
United Kingdom
$376K – – –
NSIM
1114
North Star Investment Management
Illinois
$376K – – –
JJ
1115
JDC-JSC
New York
$376K +$103K +4,400 +38%
FNBT
1116
FineMark National Bank & Trust
Florida
$373K -$126K -5,353 -25%
EW
1117
Element Wealth
Mississippi
$373K +$74.5K +3,168 +25%
FCFC
1118
First Citizens Financial Corp
Iowa
$372K +$19.4K +825 +6%
WANY
1119
Wealthspire Advisors (New York)
New York
$368K -$152K -6,465 -29%
MRCM
1120
M&R Capital Management
New Jersey
$366K -$99.2K -4,224 -21%
DAS
1121
Dynamic Advisor Solutions
Arizona
$365K +$87.3K +3,713 +31%
GJIC
1122
Gamble Jones Investment Counsel
California
$364K -$56.6K -2,411 -13%
NIM
1123
Northeast Investment Management
Massachusetts
$364K +$143K +6,105 +65%
BC
1124
Burney Company
Virginia
$363K -$72.4K -3,080 -17%
NPA
1125
Nichols & Pratt Advisers
Massachusetts
$363K -$18.8K -800 -5%
43 44
45
46 47