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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 %
WLPWM
1176
Walled Lake Planning & Wealth Management
Illinois
$321K – – –
NAS
1177
Nicolet Advisory Services
Wisconsin
$320K -$440K -18,694 -58%
QCM
1178
Quest Capital Management
Texas
$320K +$56.1K +2,386 +21%
JWA
1179
JFS Wealth Advisors
Pennsylvania
$320K +$147K +6,240 +85%
QGA
1180
Q Global Advisors
Texas
$319K – – –
DLA
1181
Douglas Lane & Associates
New York
$318K -$108K -4,598 -25%
MPAM
1182
Murphy Pohlad Asset Management
Minnesota
$317K +$9.39K +400 +3%
CCG
1183
Cypress Capital Group
Florida
$316K -$379K -16,136 -55%
SIM
1184
Sonora Investment Management
Arizona
$316K -$71.6K -3,046 -18%
LA
1185
LexAurum Advisors
Kansas
$316K -$3.44K -146 -1%
CWM
1186
Confluence Wealth Management
Oregon
$315K -$560K -11,118 -64%
GPA
1187
Garrison Point Advisors
California
$315K -$49.8K -2,115 -14%
IIM
1188
Ipswich Investment Management
Massachusetts
$315K -$16.5K -700 -5%
FMLI
1189
Fukoku Mutual Life Insurance
Japan
$315K – – –
GSC
1190
G&S Capital
Colorado
$315K – – –
SSWM
1191
Sheets Smith Wealth Management
North Carolina
$315K +$40.4K +1,719 +15%
CA
1192
Claro Advisors
Massachusetts
$314K -$126K -5,362 -29%
EW
1193
Evoke Wealth
California
$314K +$190K +8,093 +154%
RCM
1194
RB Capital Management
Nevada
$313K -$4.47K -183 -1%
P
1195
Pitcairn
Pennsylvania
$312K -$348K -14,832 -53%
LCM
1196
Leisure Capital Management
California
$312K – – –
T
1197
TOBAM
France
$312K +$312K +13,282 New
NIA
1198
Northstar Investment Advisors
Colorado
$309K -$110K -4,659 -26%
PCG
1199
Private Capital Group
Connecticut
$309K -$52.1K -2,218 -14%
GI
1200
Gradient Investments
Minnesota
$309K +$12.3K +524 +4%
46 47
48
49 50