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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 %
BHWM
1276
Bar Harbor Wealth Management
New Hampshire
$254K -$74.2K -3,155 -23%
FPF
1277
First Pacific Financial
Washington
$254K +$254K +10,797 New
ZIC
1278
ZWJ Investment Counsel
Georgia
$253K -$122K -5,200 -33%
CT
1279
Chicago Trust
Illinois
$253K +$41.9K +1,786 +20%
TIA
1280
Traphagen Investment Advisors
New Jersey
$252K -$22.9K -972 -8%
SMC
1281
Smith, Moore & Co
Missouri
$251K -$38.6K -1,643 -13%
BAM
1282
Barrett Asset Management
New York
$251K – – –
SM
1283
Salzhauer Michael
$250K +$250K +10,610 New
LSAG
1284
Lake Street Advisors Group
New Hampshire
$249K -$87.3K -3,716 -26%
NWP
1285
Northstar Wealth Partners
Connecticut
$248K -$19.7K -839 -7%
LBD
1286
Landsberg Bennett & Dubbaneh
Florida
$248K +$248K +10,644 New
BCM
1287
BTR Capital Management
California
$247K -$42.3K -1,800 -15%
PAS
1288
Partnervest Advisory Services
California
$247K -$26.7K -1,132 -10%
SIM
1289
SSI Investment Management
California
$247K -$6.85K -292 -3%
WPW
1290
Waldron Private Wealth
Pennsylvania
$246K -$24.6K -1,046 -9%
PWA
1291
Providence Wealth Advisors
Illinois
$246K -$14.1K -600 -5%
AP
1292
Atwood & Palmer
Missouri
$246K – – –
MA
1293
MCF Advisors
Kentucky
$245K -$8.78K -373 -3%
OFG
1294
Oxford Financial Group
Indiana
$244K -$30.7K -1,305 -11%
AC
1295
Avestar Capital
New York
$244K -$11.4K -504 -4%
LCAM
1296
London & Capital Asset Management
United Kingdom
$244K +$5.97K +254 +3%
TC
1297
Telemus Capital
Michigan
$242K +$297 +13 +0.1%
KFGK
1298
Keystone Financial Group (Kentucky)
Kentucky
$242K +$51.5K +2,191 +27%
AA
1299
Argent Advisors
Louisiana
$241K -$410K -17,422 -63%
SC
1300
Steph & Co
Wisconsin
$241K -$23.5K -1,000 -9%
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