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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 %
YWP
1251
YorkBridge Wealth Partners
New York
$270K -$103K -4,378 -28%
GWS
1252
Glassman Wealth Services
Virginia
$270K -$51.4K -2,184 -16%
RCG
1253
Rock Creek Group
District of Columbia
$270K -$9.66K -411 -3%
BTW
1254
Boston Trust Walden
Massachusetts
$270K -$1.18K -50 -0.4%
S
1255
Surevest
California
$269K – – –
CAM
1256
Columbia Asset Management
Michigan
$268K -$143K -6,075 -35%
AWS
1257
AJ Wealth Strategies
New York
$267K -$88.6K -3,771 -25%
LWM
1258
Liberty Wealth Management
California
$267K +$267K +11,353 New
LA
1259
Lynch & Associates
Indiana
$266K -$2.91M -123,604 -92%
PCI
1260
Pacifica Capital Investments
Texas
$266K – – –
MBTD
1261
Mechanics Bank - Trust Department
California
$262K -$95.3K -4,045 -27%
PTP
1262
Platform Technology Partners
New York
$262K -$42K -1,788 -14%
VPIM
1263
Vanguard Personalized Indexing Management
California
$262K +$13.4K +569 +5%
MCCP
1264
Mission Creek Capital Partners
California
$260K -$85.1K -3,619 -25%
HT
1265
HighTower Trust
Texas
$259K -$358K -15,252 -58%
CWP
1266
Capital Wealth Planning
Florida
$259K -$55K -2,334 -18%
CCG
1267
Ceeto Capital Group
Florida
$259K – – –
SCA
1268
Snowden Capital Advisors
New York
$258K +$34.6K +1,471 +15%
SFA
1269
Sequoia Financial Advisors
Ohio
$258K -$112K -4,761 -30%
AFS
1270
Axiom Financial Strategies
Indiana
$258K +$50.5K +2,149 +24%
GAM
1271
Gould Asset Management
California
$257K +$11.8K +502 +5%
RCM
1272
Requisite Capital Management
Texas
$256K -$47K -2,000 -15%
CBA
1273
Coastal Bridge Advisors
Connecticut
$256K -$37.4K -1,588 -13%
BCA
1274
Bay Colony Advisors
Massachusetts
$255K -$217K -9,211 -46%
CIA
1275
CSat Investment Advisory
Michigan
$255K +$24.3K +1,031 +11%
49 50
51
52 53