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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 %
VFM
1226
Vivid Financial Management
California
$395K +$395K +15,439 New
SC
1227
SouthState Corp
Florida
$394K -$133K -5,195 -25%
PCG
1228
Private Capital Group
Connecticut
$393K -$16.5K -647 -4%
TP
1229
Truvvo Partners
New York
$393K +$99K +3,864 +34%
SIC
1230
Samalin Investment Counsel
New York
$393K +$149K +5,833 +61%
MAA
1231
Mraz Amerine & Associates
California
$391K -$5.12K -200 -1%
SLF
1232
Sun Life Financial
Ontario, Canada
$390K +$3.74K +146 +1%
AFP
1233
Ausdal Financial Partners
Iowa
$390K +$56.6K +2,212 +17%
MBTD
1234
Mechanics Bank - Trust Department
California
$388K -$50.8K -1,986 -12%
AWS
1235
AJ Wealth Strategies
New York
$388K +$388K +15,140 New
PWAP
1236
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$386K – – –
FCFC
1237
First Citizens Financial Corp
Iowa
$384K +$16.6K +649 +5%
DI
1238
Diligent Investors
California
$384K +$68.1K +2,665 +22%
AIA
1239
AIMZ Investment Advisors
California
$383K +$20.5K +800 +6%
FFS
1240
Founders Financial Securities
Maryland
$381K -$2.55K -100 -0.7%
CPC
1241
Congress Park Capital
New York
$381K +$381K +14,870 New
FMWA
1242
Forvis Mazars Wealth Advisors
Missouri
$380K -$198K -7,734 -34%
MCCP
1243
Mission Creek Capital Partners
California
$376K +$25.3K +986 +7%
RWA
1244
Redhawk Wealth Advisors
Minnesota
$376K +$376K +14,684 New
LD
1245
Lipe & Dalton
New York
$376K +$376K +14,695 New
KPW
1246
Kore Private Wealth
New York
$374K +$85.5K +3,339 +30%
ADL
1247
Asset Dedication LLC
California
$373K -$107K -4,171 -22%
BFA
1248
Beacon Financial Advisory
Ohio
$373K -$1.69K -66 -0.5%
EWM
1249
Empirical Wealth Management
Washington
$372K +$149K +5,821 +67%
SKK
1250
Shepherd Kaplan Krochuk
Massachusetts
$371K +$371K +14,500 New
48 49
50
51 52