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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 %
IWM
1201
IHT Wealth Management
Illinois
$421K +$115K +4,490 +38%
WOSD
1202
WFA of San Diego
California
$420K +$420K +8,561 New
GA
1203
Greytown Advisors
Florida
$417K -$211K -8,258 -34%
HSA
1204
HBK Sorce Advisory
Pennsylvania
$417K -$54.8K -2,141 -12%
NPA
1205
Nichols & Pratt Advisers
Massachusetts
$416K – – –
NIM
1206
Nexus Investment Management
Ontario, Canada
$411K +$12K +470 +3%
TAM
1207
Troy Asset Management
United Kingdom
$410K -$8.5M -331,802 -95%
TFO
1208
Tarbox Family Office
California
$410K -$72K -2,810 -15%
NSIM
1209
North Star Investment Management
Illinois
$410K -$31.5K -1,229 -7%
B
1210
Bellecapital
Switzerland
$410K +$67.7K +2,643 +20%
ZIC
1211
ZWJ Investment Counsel
Georgia
$409K -$469K -18,304 -53%
YWP
1212
YorkBridge Wealth Partners
New York
$406K -$335K -13,087 -45%
SSB
1213
Sandy Spring Bank
Maryland
$405K -$142K -5,548 -26%
DA
1214
Doliver Advisors
Texas
$405K +$140K +5,453 +53%
DTL
1215
Dynamic Technology Lab
Singapore
$404K -$314K -12,269 -44%
HA
1216
HC Advisors
Georgia
$404K +$404K +15,767 New
ECM
1217
Evergreen Capital Management
Washington
$403K -$66.1K -2,581 -14%
HIA
1218
Harbor Investment Advisory
Maryland
$403K +$49.8K +1,945 +14%
SFA
1219
Sequoia Financial Advisors
Ohio
$402K +$100K +3,915 +33%
TYCC
1220
Texas Yale Capital Corp
Florida
$401K +$64.1K +2,502 +19%
RWM
1221
Ritholtz Wealth Management
New York
$401K +$123K +4,805 +44%
VDI
1222
Vaughan David Investments
Illinois
$399K -$13.1M -510,746 -97%
FNBSF
1223
First National Bank Sioux Falls
South Dakota
$399K -$36.2K -1,414 -8%
GPA
1224
Garrison Point Advisors
California
$397K -$12.8K -500 -3%
BFA
1225
Bragg Financial Advisors
North Carolina
$396K -$69.8K -2,726 -15%
47 48
49
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