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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 %
SCA
1126
Sippican Capital Advisors
Massachusetts
$642K -$19.5K -500 -3%
BA
1127
Bristlecone Advisors
Washington
$641K +$6.57K +168 +1%
LJAC
1128
L.J. Altfest & Co
New York
$641K +$22.2K +569 +4%
GIA
1129
GHP Investment Advisors
Colorado
$641K +$30.4K +779 +5%
DAS
1130
Dynamic Advisor Solutions
Arizona
$639K +$74.8K +1,915 +13%
HI
1131
Hudock Inc
Pennsylvania
$637K -$21.1K -541 -3%
GTCM
1132
Gyon Technologies Capital Management
New Jersey
$636K -$48.3K -1,235 -7%
GAG
1133
GM Advisory Group
New York
$635K +$635K +16,250 New
BIA
1134
Biondo Investment Advisors
Pennsylvania
$633K – – –
IFG
1135
Investors Financial Group
Minnesota
$630K +$108K +2,752 +21%
MCM
1136
Manchester Capital Management
Vermont
$628K +$243K +6,229 +63%
SA
1137
Springowl Associates
New York
$625K -$234K -6,000 -27%
NIM
1138
Nexus Investment Management
Ontario, Canada
$624K – – –
RCM
1139
Requisite Capital Management
Texas
$621K +$195K +5,000 +46%
BFEC
1140
Benjamin F. Edwards & Company
Missouri
$617K +$56K +1,433 +10%
ACM
1141
Alta Capital Management
Utah
$617K +$309K +7,902 +100%
DA
1142
Doliver Advisors
Texas
$615K -$17.6K -450 -3%
BHBT
1143
Burke & Herbert Bank & Trust
Virginia
$615K – – –
EW
1144
Element Wealth
Mississippi
$614K -$6.57K -168 -1%
AC
1145
Avestar Capital
New York
$613K -$53.2K -1,180 -8%
RWM
1146
Ritholtz Wealth Management
New York
$610K +$118K +3,028 +24%
HSA
1147
HBK Sorce Advisory
Pennsylvania
$607K +$35.7K +913 +6%
SG
1148
StoneX Group
New York
$606K -$36.8K -941 -6%
QCG
1149
Quadrant Capital Group
Ohio
$606K +$40.6K +1,040 +7%
RAM
1150
Redmond Asset Management
Virginia
$604K -$2.85K -73 -0.5%
44 45
46
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