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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 %
IA
1226
IFG Advisory
Georgia
$286K -$193K -8,248 -40%
ONST
1227
Old North State Trust
North Carolina
$286K +$1.79K +76 +0.6%
DWA
1228
Divergent Wealth Advisors
Utah
$285K -$20.6K -877 -7%
BDS
1229
Banco de Sabadell
Florida
$283K – – –
FWP
1230
FAS Wealth Partners
Kansas
$283K +$2.65K +113 +0.9%
MCM
1231
Maryland Capital Management
Maryland
$282K -$314K -13,356 -53%
AIL
1232
AGF Investments LLC
Ontario, Canada
$282K -$162K -6,880 -36%
BFA
1233
Bragg Financial Advisors
North Carolina
$282K -$81.2K -3,455 -22%
WCM
1234
Weld Capital Management
New York
$281K -$417K -17,754 -60%
SIC
1235
Samalin Investment Counsel
New York
$280K -$81.6K -3,470 -23%
9WM
1236
9258 Wealth Management
Ohio
$278K -$27.8K -1,293 -9%
FNBTCON
1237
First National Bank & Trust Co of Newtown
Pennsylvania
$277K -$10.8K -458 -4%
BP
1238
Ballentine Partners
Massachusetts
$277K +$19.7K +835 +8%
HIIFS
1239
Harel Insurance Investments & Financial Services
Israel
$277K +$261K +11,112 +1,627%
FAM
1240
Formidable Asset Management
Ohio
$276K -$216K -9,050 -44%
BCM
1241
Becker Capital Management
Oregon
$275K -$115K -4,884 -29%
NJBEST
1242
New Jersey Better Educational Savings Trust
New Jersey
$275K – – –
MIP
1243
Marietta Investment Partners
Wisconsin
$275K – – –
PSC
1244
Prentiss Smith & Co
Vermont
$274K -$10.4K -440 -4%
CFA
1245
Capstone Financial Advisors
Illinois
$274K -$7.51K -320 -3%
CWM
1246
Cordatus Wealth Management
Pennsylvania
$274K +$274K +11,659 New
AIM
1247
Aspen Investment Management
Michigan
$273K -$329K -13,993 -55%
HFA
1248
HC Financial Advisors
California
$273K -$242K -10,285 -47%
BP
1249
BBR Partners
New York
$273K +$43.1K +1,835 +19%
GTAM
1250
Global Trust Asset Management
Florida
$271K +$47 +2 +0%
48 49
50
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