WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,935 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 715 increasing their positions, 877 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.5%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.68%
New
106
Increased
715
Reduced
877
Closed
107
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$753M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$267M
3
ClearBridge Investments
ClearBridge Investments
New York
+$196M
4
Goldman Sachs
Goldman Sachs
New York
+$151M
5
Victory Capital Management
Victory Capital Management
Texas
+$144M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.59B
2
Capital International Investors
Capital International Investors
California
-$1.18B
3
BlackRock
BlackRock
New York
-$456M
4
BBHC
Brown Brothers Harriman & Co
New York
-$413M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIIMS
1201
Analyst IMS Investment Management Services
Israel
$842K -$55K -1,124 -6%
ISL
1202
Ingalls & Snyder LLC
New York
$840K +$160K +3,170 +24%
DT
1203
Diversified Trust
Tennessee
$832K -$43.8K -868 -5%
WSTAM
1204
Wilbanks Smith & Thomas Asset Management
Virginia
$831K -$381K -7,549 -31%
FRA
1205
Front Row Advisors
California
$830K +$7.06K +140 +0.9%
CC
1206
Chicago Capital
Illinois
$827K +$63.1K +1,250 +8%
TAIM
1207
TD Ameritrade Investment Management
Nebraska
$826K +$130K +2,581 +19%
FPFS
1208
First Personal Financial Services
North Carolina
$825K -$24.7K -489 -3%
FNBSF
1209
First National Bank Sioux Falls
South Dakota
$821K -$25.5K -506 -3%
NWP
1210
Northstar Wealth Partners
Connecticut
$814K -$32.2K -638 -4%
IA
1211
IFG Advisory
Georgia
$812K -$446K -8,854 -35%
CI
1212
Clal Insurance
Israel
$807K – – –
NJBEST
1213
New Jersey Better Educational Savings Trust
New Jersey
$807K – – –
VC
1214
Vicus Capital
Pennsylvania
$805K +$28.4K +562 +4%
AAP
1215
Arax Advisory Partners
Colorado
$803K +$39.5K +784 +5%
RCM
1216
Requisite Capital Management
Texas
$802K – – –
BCM
1217
BTR Capital Management
California
$802K +$12.3K +244 +2%
AWM
1218
Altavista Wealth Management
North Carolina
$801K +$13.5K +268 +2%
PWAP
1219
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$798K -$244K -4,831 -23%
IIM
1220
Ipswich Investment Management
Massachusetts
$795K -$2.52K -50 -0.3%
PCM
1221
Parsons Capital Management
Rhode Island
$795K +$3.08K +61 +0.4%
QCM
1222
Quest Capital Management
Texas
$794K -$114K -2,253 -13%
BIC
1223
Beach Investment Counsel
Pennsylvania
$794K -$8.48K -168 -1%
FMLI
1224
Fukoku Mutual Life Insurance
Japan
$792K – – –
ICM
1225
IMS Capital Management
Oregon
$781K -$217K -4,314 -22%
47 48
49
50 51