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Wells Fargo
WFC

Overview Fund Activity

1,864 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 243 funds opening new positions, 675 increasing their positions, 714 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+115
Holders Change %
+6.58%
% of All Funds
32.82%
Holding in Top 10
104
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.3%
% of All Funds
1.83%
New
243
Increased
675
Reduced
714
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$267M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$877M
3
DZ Bank
DZ Bank
Germany
+$510M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
5
American Century Companies
American Century Companies
Missouri
+$370M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.02B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$743M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$390M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$370M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
1226
Stokes Family Office
Louisiana
$501K +$7.3K +187 +1%
FLI
1227
Family Legacy Inc
South Carolina
$500K -$3.91K -100 -0.8%
AWA
1228
Arete Wealth Advisors
Illinois
$500K +$57.7K +1,550 +13%
AFS
1229
Axiom Financial Strategies
Indiana
$500K +$70.8K +1,813 +17%
PWA
1230
Providence Wealth Advisors
Illinois
$499K +$23.4K +599 +5%
VIA
1231
Vident Investment Advisory
Georgia
$495K -$2.11K -54 -0.4%
TBA
1232
Tower Bridge Advisors
Pennsylvania
$494K -$375K -9,594 -43%
OQS
1233
Occudo Quantitative Strategies
Florida
$494K -$179K -4,576 -27%
DTL
1234
Dynamic Technology Lab
Singapore
$494K -$131K -3,358 -21%
KFC
1235
Klingenstein Fields & Co
New York
$492K -$94.5K -2,420 -16%
CWM
1236
Cornerstone Wealth Management
Missouri
$492K -$22.2K -568 -4%
GJIC
1237
Gamble Jones Investment Counsel
California
$491K -$12.9K -330 -3%
AC
1238
Abbrea Capital
California
$491K +$98.2K +2,511 +25%
FSA
1239
Fort Sheridan Advisors
Illinois
$488K +$108K +2,756 +28%
PWM
1240
Purus Wealth Management
California
$487K +$1.29K +33 +0.3%
SFA
1241
Sequoia Financial Advisors
Ohio
$487K +$21.5K +550 +5%
CA
1242
Claro Advisors
Massachusetts
$487K +$49.9K +1,277 +11%
CG
1243
Cutler Group
California
$485K -$2.06M -52,900 -81%
OPCM
1244
Osborne Partners Capital Management
California
$482K -$1.53M -39,240 -76%
MWM
1245
MorganRosel Wealth Management
Colorado
$482K +$215K +5,502 +80%
GWS
1246
Glassman Wealth Services
Virginia
$481K +$16.2K +414 +3%
GSC
1247
G&S Capital
Colorado
$480K -$43.9K -1,125 -8%
DBIA
1248
Dumont & Blake Investment Advisors
New Jersey
$479K -$8.78K -225 -2%
GSEP
1249
Golden State Equity Partners
California
$476K -$98.6K -2,524 -17%
PCM
1250
Penserra Capital Management
California
$474K +$104K +2,672 +28%
48 49
50
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