WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,803 hedge funds and large institutions have $87.2B invested in Wells Fargo in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 703 increasing their positions, 831 reducing their positions, and 388 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,803
Holders Change
-288
Holders Change %
-13.77%
% of All Funds
39.83%
Holding in Top 10
75
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-42.75%
% of All Funds
1.66%
New
126
Increased
703
Reduced
831
Closed
388
Calls
$1.27B
Puts
$1.64B
Net Calls
-$373M
Net Calls Change
+$422M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$446M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$437M
3
Charles Schwab
Charles Schwab
California
+$272M
4
Dodge & Cox
Dodge & Cox
California
+$175M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$168M

Top Sellers

1
DAM
Davis Asset Management
California
-$40.2B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
3
CSIA
Charles Schwab Investment Advisory
California
-$444M
4
Capital International Investors
Capital International Investors
California
-$354M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1251
Coldstream Capital Management
Washington
$428K -$242K -8,423 -36%
FMLI
1252
Fukoku Mutual Life Insurance
Japan
$428K -$66.1K -2,300 -13%
IIM
1253
Ipswich Investment Management
Massachusetts
$428K -$24.4K -850 -5%
OPPTF
1254
OPSEU Pension Plan Trust Fund
Ontario, Canada
$428K +$428K +15,840 New
PFBT
1255
Parkside Financial Bank & Trust
Missouri
$427K -$4.65K -162 -1%
PNC
1256
Park National Corp
Ohio
$426K -$119K -4,159 -22%
GWS
1257
Glassman Wealth Services
Virginia
$424K -$118K -4,103 -22%
GP
1258
Girard Partners
Pennsylvania
$423K -$25.4K -886 -6%
BFA
1259
Beacon Financial Advisory
Ohio
$420K -$40.4K -1,411 -9%
QCG
1260
Quadrant Capital Group
Ohio
$418K -$535K -18,626 -56%
JFA
1261
JNBA Financial Advisors
Minnesota
$418K +$11.5K +400 +3%
Cetera Investment Advisers
1262
Cetera Investment Advisers
Illinois
$418K +$28.3K +984 +7%
WPW
1263
Waldron Private Wealth
Pennsylvania
$417K -$771K -26,854 -65%
9WM
1264
9258 Wealth Management
Ohio
$417K -$97.7K -3,441 -19%
ITIM
1265
Indiana Trust & Investment Management
Indiana
$417K -$6.6K -230 -2%
PWAP
1266
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$416K -$11K -400 -3%
TIA
1267
Traphagen Investment Advisors
New Jersey
$415K +$21.4K +747 +5%
EWA
1268
ERTS Wealth Advisors
Michigan
$415K -$87K -3,032 -17%
MC
1269
Middleton & Co
Massachusetts
$415K -$35K -1,222 -8%
AIIMS
1270
Analyst IMS Investment Management Services
Israel
$413K -$53.3K -1,859 -11%
FCFC
1271
First Citizens Financial Corp
Iowa
$412K -$45.7K -1,590 -10%
XF
1272
XML Financial
Maryland
$412K +$180K +6,262 +77%
SW
1273
SteelPeak Wealth
California
$411K +$10.7K +373 +3%
TW
1274
Transform Wealth
Colorado
$407K +$60.4K +2,105 +17%
AIA
1275
AIMZ Investment Advisors
California
$406K – – –
49 50
51
52 53