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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 %
VFM
1126
Vivid Financial Management
California
$363K +$24 +1 +0%
SAM
1127
Summit Asset Management
Tennessee
$360K +$44.4K +1,892 +14%
IFG
1128
Investors Financial Group
Minnesota
$358K -$124K -5,263 -26%
HWA
1129
HCR Wealth Advisors
California
$357K -$22.7K -1,000 -6%
NERM
1130
New England Research & Management
Illinois
$356K -$36.4K -1,550 -9%
S
1131
SignatureFD
Georgia
$354K -$167K -7,119 -32%
RI
1132
Ridgewood Investments
New Jersey
$354K -$42.1K -1,788 -11%
KFC
1133
Klingenstein Fields & Co
New York
$353K -$98.7K -4,200 -22%
VDI
1134
Vaughan David Investments
Illinois
$353K -$14.1K -600 -4%
AIA
1135
AIMZ Investment Advisors
California
$351K – – –
SCM
1136
Southport Capital Management
Tennessee
$349K +$76K +3,233 +28%
PFS
1137
Prospera Financial Services
Texas
$348K -$4.07M -173,074 -92%
JFA
1138
JNBA Financial Advisors
Minnesota
$347K +$7.06K +300 +2%
CPO
1139
Cerity Partners OCIO
New York
$346K -$1.54M -65,369 -82%
LD
1140
Lipe & Dalton
New York
$345K – – –
MFG
1141
Menard Financial Group
Texas
$344K -$84.9K -3,607 -20%
KPW
1142
Kore Private Wealth
New York
$344K +$259 +11 +0.1%
CWM
1143
Cornerstone Wealth Management
Missouri
$342K -$56.8K -2,413 -14%
RAM
1144
Redmond Asset Management
Virginia
$341K -$155K -6,599 -31%
BMC
1145
Beaton Management Company
Massachusetts
$341K +$44.7K +1,900 +15%
HCP
1146
Hexagon Capital Partners
Arkansas
$341K +$341K +15,573 New
IB
1147
Intrust Bank
Kansas
$340K -$237K -10,065 -41%
BI
1148
Ballast Inc
Kentucky
$340K +$727 +31 +0.2%
QCG
1149
Quadrant Capital Group
Ohio
$340K +$18.6K +792 +6%
MAA
1150
Mraz Amerine & Associates
California
$339K -$20.5K -870 -6%
44 45
46
47 48