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Wells Fargo
WFC

Overview Fund Activity

1,745 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 632 increasing their positions, 816 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
-58
Holders Change %
-3.22%
% of All Funds
35.87%
Holding in Top 10
48
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-36%
% of All Funds
0.99%
New
170
Increased
632
Reduced
816
Closed
211
Calls
$1.82B
Puts
$2.06B
Net Calls
-$239M
Net Calls Change
+$134M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$433M
2
Dodge & Cox
Dodge & Cox
California
+$324M
3
BlackRock
BlackRock
New York
+$304M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.19B
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$451M
3
Franklin Resources
Franklin Resources
California
-$423M
4
Boston Partners
Boston Partners
Massachusetts
-$385M
5
NEAM
New England Asset Management
Connecticut
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1151
Shoker Investment Counsel
Ohio
$471K -$8.59K -336 -2%
FAIM
1152
Financial Advocates Investment Management
Washington
$471K +$169K +6,605 +56%
GFP
1153
Gryphon Financial Partners
Ohio
$470K -$57.4K -2,243 -11%
QPWM
1154
Quadrant Private Wealth Management
Pennsylvania
$469K +$132K +5,138 +39%
AFA
1155
Arlington Financial Advisors
California
$467K +$16.6K +649 +4%
MFG
1156
Menard Financial Group
Texas
$466K +$466K +18,220 New
DLA
1157
Douglas Lane & Associates
New York
$464K -$60.1K -2,347 -11%
CPA
1158
Court Place Advisors
Maryland
$464K -$2.56K -100 -0.5%
ROTUOC
1159
Regents of the University of California
California
$464K – – –
GJIC
1160
Gamble Jones Investment Counsel
California
$458K -$104K -4,072 -19%
AWA
1161
Arete Wealth Advisors
Illinois
$458K +$268K +10,473 +141%
VHAM
1162
Van Hulzen Asset Management
California
$457K +$67.3K +2,626 +17%
WA1
1163
Wimmer Associates 1
California
$457K +$457K +18,498 New
NIA
1164
Northstar Investment Advisors
Colorado
$456K +$98K +3,824 +27%
AIM
1165
Acropolis Investment Management
Missouri
$450K +$88.8K +3,468 +25%
TBA
1166
Tower Bridge Advisors
Pennsylvania
$449K -$97.3K -3,800 -18%
IG
1167
ING Group
Netherlands
$449K -$1.05M -41,058 -70%
FMT
1168
First Mercantile Trust
Tennessee
$448K -$135K -5,265 -23%
HI
1169
Hudock Inc
Pennsylvania
$448K -$13.2K -518 -3%
CAM
1170
Columbia Asset Management
Michigan
$447K -$1.87K -73 -0.4%
WAP
1171
Wealthcare Advisory Partners
Pennsylvania
$447K +$112K +4,376 +33%
CA
1172
Calton & Associates
Florida
$446K +$61.3K +2,393 +16%
CWM
1173
Confluence Wealth Management
Oregon
$445K -$93.8K -3,661 -17%
CAAS
1174
Capital Asset Advisory Services
Michigan
$445K +$32.7K +1,288 +8%
CCWA
1175
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$445K +$445K +17,369 New
45 46
47
48 49