WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,803 hedge funds and large institutions have $87.2B invested in Wells Fargo in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 703 increasing their positions, 831 reducing their positions, and 388 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,803
Holders Change
-288
Holders Change %
-13.77%
% of All Funds
39.83%
Holding in Top 10
75
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-42.75%
% of All Funds
1.66%
New
126
Increased
703
Reduced
831
Closed
388
Calls
$1.27B
Puts
$1.64B
Net Calls
-$373M
Net Calls Change
+$422M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$446M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$437M
3
Charles Schwab
Charles Schwab
California
+$272M
4
Dodge & Cox
Dodge & Cox
California
+$175M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$168M

Top Sellers

1
DAM
Davis Asset Management
California
-$40.2B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
3
CSIA
Charles Schwab Investment Advisory
California
-$444M
4
Capital International Investors
Capital International Investors
California
-$354M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
1176
HBK Sorce Advisory
Pennsylvania
$529K +$71.4K +2,488 +16%
NFG
1177
Next Financial Group
Texas
$529K +$142K +4,966 +37%
CFA
1178
CWS Financial Advisors
Michigan
$528K – – –
1IA
1179
1834 Investment Advisors
Wisconsin
$528K +$238K +8,305 +82%
ECM
1180
Evergreen Capital Management
Washington
$526K -$266K -9,285 -34%
IA
1181
Icon Advisers
Colorado
$525K – – –
CPA
1182
Court Place Advisors
Maryland
$523K -$5.74K -200 -1%
BFA
1183
Bragg Financial Advisors
North Carolina
$522K -$171K -5,961 -25%
BWAM
1184
Boyd Watterson Asset Management
Ohio
$521K – – –
CPIG
1185
Chicago Partners Investment Group
Illinois
$521K +$28.9K +1,019 +6%
BFM
1186
Boston Financial Management
Massachusetts
$520K -$144K -5,011 -22%
ROTUOC
1187
Regents of the University of California
California
$520K – – –
BP
1188
Ballentine Partners
Massachusetts
$519K -$153K -5,336 -23%
CIAS
1189
Capital Investment Advisory Services
North Carolina
$519K +$119K +4,149 +30%
HI
1190
Hudock Inc
Pennsylvania
$517K -$2.95K -103 -0.6%
HCM
1191
Hollencrest Capital Management
California
$516K +$41.5K +1,445 +9%
BCA
1192
Bay Colony Advisors
Massachusetts
$516K +$215K +7,487 +71%
HWA
1193
HCR Wealth Advisors
California
$515K -$137K -4,755 -21%
MGIA
1194
Moneta Group Investment Advisors
Missouri
$509K -$226K -7,878 -31%
FPB
1195
First PREMIER Bank
South Dakota
$508K -$985K -34,247 -66%
FSA
1196
Fort Sheridan Advisors
Illinois
$507K -$12.9K -450 -2%
IAMOG
1197
Investors Asset Management of Georgia
Georgia
$505K +$43.7K +1,525 +9%
CAM
1198
Columbia Asset Management
Michigan
$504K +$84.7K +2,948 +20%
SGK
1199
Steigerwald Gordon & Koch
Virginia
$504K +$504K +17,553 New
AFA
1200
Arlington Financial Advisors
California
$504K +$504K +17,575 New
46 47
48
49 50