WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,859 hedge funds and large institutions have $209B invested in Wells Fargo in 2017 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 650 increasing their positions, 909 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,859
Holders Change
-48
Holders Change %
-2.52%
% of All Funds
46.42%
Holding in Top 10
213
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.25%
% of All Funds
5.32%
New
83
Increased
650
Reduced
909
Closed
116
Calls
$2.32B
Puts
$3.01B
Net Calls
-$686M
Net Calls Change
-$247M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.17B
2
Bank of America
Bank of America
North Carolina
+$488M
3
BlackRock
BlackRock
New York
+$469M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$401M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$293M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.77B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$574M
3
TCIM
TIAA CREF Investment Management
New York
-$407M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$291M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1126
Neumann Capital Management
California
$1.63M -$38.6K -700 -2%
JWM
1127
Jacobus Wealth Management
Wisconsin
$1.61M +$55.2K +1,000 +4%
SHGA
1128
Sand Hill Global Advisors
California
$1.61M +$501K +9,089 +45%
GVT
1129
Genesee Valley Trust
New York
$1.61M -$16.5K -299 -1%
RIL
1130
Rothschild Investment LLC
Illinois
$1.6M +$121K +2,194 +8%
JSL
1131
JT Stratford LLC
Georgia
$1.6M +$4.91K +89 +0.3%
FHA
1132
First Horizon Advisors
Tennessee
$1.6M -$75K -1,355 -4%
BGC
1133
Blue Granite Capital
South Carolina
$1.59M +$1.59M +28,907 New
DLG
1134
Daniel L. Goodwin
$1.59M -$66.2K -1,200 -4%
BWAM
1135
Boyd Watterson Asset Management
Ohio
$1.59M +$112K +2,022 +8%
ACS
1136
Archford Capital Strategies
Illinois
$1.58M -$72.4K -1,312 -4%
PCMM
1137
Private Capital Management (Minnesota)
Minnesota
$1.58M +$2.76K +50 +0.2%
RHAM
1138
Round Hill Asset Management
California
$1.57M – – –
BP
1139
Ballentine Partners
Massachusetts
$1.57M +$235K +4,262 +18%
RCAG
1140
Rehmann Capital Advisory Group
Michigan
$1.57M +$21.7K +393 +1%
CEP
1141
Chicago Equity Partners
Illinois
$1.57M +$28.1K +510 +2%
KA
1142
KLCM Advisors
Wisconsin
$1.56M -$84.5K -1,532 -5%
MMPW
1143
Mitchell McLeod Pugh & Williams
Alabama
$1.55M -$5.52K -100 -0.4%
HW
1144
Hedeker Wealth
Illinois
$1.55M +$61.6K +1,117 +4%
DWA
1145
Douglass Winthrop Advisors
New York
$1.55M +$44.4K +805 +3%
CG
1146
Caprock Group
Idaho
$1.55M +$97.4K +1,766 +7%
B
1147
Bellecapital
Switzerland
$1.55M -$39.4K -715 -2%
NCM
1148
Northside Capital Management
Oregon
$1.55M – – –
TW
1149
Transform Wealth
Colorado
$1.53M +$1.53M +27,700 New
RCM
1150
Radnor Capital Management
Pennsylvania
$1.52M – – –
44 45
46
47 48