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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 %
TFO
1151
Tarbox Family Office
California
$604K +$1.56K +40 +0.3%
PCFFS
1152
Pacific Center for Financial Services
California
$600K -$132K -3,389 -18%
AWM
1153
Apollon Wealth Management
South Carolina
$597K -$748K -19,150 -56%
IWA
1154
IVC Wealth Advisors
Pennsylvania
$597K -$19.4K -496 -3%
ECG
1155
Edge Capital Group
Georgia
$596K -$7.74K -198 -1%
FRM
1156
Fox Run Management
Connecticut
$596K +$596K +15,261 New
AW
1157
ACG Wealth
Georgia
$595K -$403K -10,312 -40%
FMBTD
1158
First Midwest Bank Trust Division
Illinois
$593K -$26.9K -689 -4%
PA
1159
PSI Advisors
Florida
$592K -$426K -10,900 -42%
PCA
1160
Personal Capital Advisors
California
$591K -$40.7K -1,042 -6%
JWA
1161
JFS Wealth Advisors
Pennsylvania
$590K +$58.6K +1,500 +11%
NSIM
1162
North Star Investment Management
Illinois
$585K – – –
Fisher Asset Management
1163
Fisher Asset Management
Washington
$581K -$782K -20,018 -57%
WB
1164
Webster Bank
Connecticut
$581K -$63.1K -1,613 -10%
WAM
1165
Weatherly Asset Management
California
$581K +$78 +2 +0%
AIA
1166
AIMZ Investment Advisors
California
$577K -$8.02K -205 -1%
CCM
1167
Chilton Capital Management
Texas
$575K -$91.6K -2,347 -14%
DIM
1168
Delta Investment Management
California
$571K -$78.2K -2,000 -12%
BAMF
1169
BI Asset Management Fondsmaeglerselskab
Denmark
$571K +$571K +14,621 New
CRC
1170
Curi RMB Capital
Illinois
$569K +$3.9K +100 +0.7%
SW
1171
SteelPeak Wealth
California
$568K -$136K -3,477 -19%
MAA
1172
Mraz Amerine & Associates
California
$567K – – –
QCM
1173
Quest Capital Management
Texas
$566K +$566K +14,483 New
PWW
1174
Pettyjohn Wood & White
Virginia
$565K – – –
WA
1175
Waverly Advisors
Alabama
$561K +$561K +12,267 New
45 46
47
48 49