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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 %
AIA
1201
Arbor Investment Advisors
North Carolina
$308K +$6.23K +265 +2%
DIA
1202
Dana Investment Advisors
Wisconsin
$307K +$20.9K +888 +7%
FLI
1203
Family Legacy Inc
South Carolina
$306K -$155K -6,600 -34%
MGIA
1204
Moneta Group Investment Advisors
Missouri
$306K -$128K -5,461 -30%
DBIA
1205
Dumont & Blake Investment Advisors
New Jersey
$305K -$6.32K -269 -2%
FMC
1206
First Merchants Corp
Indiana
$304K -$264K -11,259 -47%
SSB
1207
Sandy Spring Bank
Maryland
$304K -$67.3K -2,869 -18%
JIC
1208
Johnson Investment Counsel
Ohio
$303K -$903K -38,367 -75%
SMG
1209
Spectrum Management Group
Indiana
$303K -$636 -27 -0.2%
ECM
1210
Evergreen Capital Management
Washington
$302K -$68.2K -2,900 -18%
BCCM
1211
Bridge Creek Capital Management
Massachusetts
$301K -$300K -12,750 -50%
BFO
1212
Biltmore Family Office
North Carolina
$301K -$352 -15 -0.1%
BCM
1213
Brookstone Capital Management
Illinois
$299K -$1.78M -75,803 -86%
ITIM
1214
Indiana Trust & Investment Management
Indiana
$299K -$25.1K -1,069 -8%
BA
1215
Bristlecone Advisors
Washington
$298K +$298K +12,670 New
BWP
1216
Baldwin Wealth Partners
Massachusetts
$294K -$328K -13,966 -53%
KA
1217
Kovack Advisors
Florida
$293K +$24K +1,018 +9%
PCA
1218
Personal Capital Advisors
California
$293K +$54K +2,294 +23%
SWA
1219
Stratos Wealth Advisors
Ohio
$292K -$35.3K -1,502 -11%
BIC
1220
Beach Investment Counsel
Pennsylvania
$292K – – –
FPCG
1221
Fort Pitt Capital Group
Pennsylvania
$290K -$209K -8,911 -42%
AMIM
1222
Aull & Monroe Investment Management
Alabama
$289K +$10.7K +455 +4%
VIA
1223
Vident Investment Advisory
Georgia
$289K +$30.4K +1,294 +12%
RWM
1224
Ritholtz Wealth Management
New York
$287K -$80.6K -3,430 -22%
CA
1225
Cambridge Advisors
Nebraska
$286K -$322K -13,702 -53%
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