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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 %
NWS
1101
Newport Wealth Strategies
California
$680K -$196K -5,013 -22%
JFA
1102
JNBA Financial Advisors
Minnesota
$680K +$8.36K +214 +1%
EFS
1103
Essex Financial Services
Connecticut
$679K +$33.8K +866 +5%
CFG
1104
Citizens Financial Group
Rhode Island
$678K +$207K +5,284 +44%
SG
1105
Stonnington Group
California
$678K +$678K +14,865 New
HCM
1106
Hutner Capital Management
Vermont
$673K +$39 +1 +0%
PSUF
1107
People's United Financial
Connecticut
$672K -$94K -2,406 -12%
S
1108
SignatureFD
Georgia
$672K +$116K +2,964 +21%
MMPW
1109
Mitchell McLeod Pugh & Williams
Alabama
$671K +$19.1K +490 +3%
SM
1110
SG3 Management
Puerto Rico
$668K +$668K +17,105 New
JSL
1111
JT Stratford LLC
Georgia
$664K -$16.2K -414 -2%
TI
1112
Telemetry Investments
New York
$664K – – –
NSAM
1113
North Star Asset Management
Wisconsin
$663K +$9.38K +240 +1%
LCP
1114
Legacy Capital Partners
Wisconsin
$662K +$18.6K +475 +3%
SC
1115
SouthState Corp
Florida
$660K -$97.7K -2,500 -13%
QPWM
1116
Quadrant Private Wealth Management
Pennsylvania
$658K -$44.3K -1,133 -6%
KA
1117
Kovack Advisors
Florida
$658K +$120K +3,061 +22%
CWM
1118
Centric Wealth Management
Illinois
$654K +$586K +15,003 +858%
XF
1119
XML Financial
Maryland
$653K -$46K -1,178 -7%
AFP
1120
Ausdal Financial Partners
Iowa
$652K -$6.65K -170 -1%
JCM
1121
Jacobi Capital Management
Pennsylvania
$652K +$9.23K +236 +1%
HIA
1122
Harbor Investment Advisory
Maryland
$652K +$15.6K +399 +2%
JIP
1123
Jaffetilchin Investment Partners
Florida
$651K -$135K -3,457 -17%
CCM
1124
Coldstream Capital Management
Washington
$650K +$135K +3,465 +26%
WA1
1125
Wimmer Associates 1
California
$646K – – –
43 44
45
46 47