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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 %
AWS
1276
AJ Wealth Strategies
New York
$445K +$156 +4 +0%
PCM
1277
Parsons Capital Management
Rhode Island
$444K -$391 -10 -0.1%
LNWTC
1278
Laird Norton Wetherby Trust Company
Washington
$442K -$68.8K -2,280 -13%
FAM
1279
Formidable Asset Management
Ohio
$441K +$32.9K +830 +8%
SRSA
1280
S.R. Schill & Associates
Washington
$440K +$440K +11,266 New
CAM
1281
CenterStar Asset Management
Illinois
$439K – – –
CPA
1282
Clear Perspective Advisors
Illinois
$438K +$438K +11,222 New
EI
1283
Ethic Inc
New York
$437K -$1.17K -30 -0.3%
YWP
1284
YorkBridge Wealth Partners
New York
$435K +$36.5K +934 +9%
VVP
1285
Venture Visionary Partners
Ohio
$434K -$80.8K -2,068 -16%
AP
1286
Atwood & Palmer
Missouri
$432K -$2.5K -64 -0.6%
LCAM
1287
London & Capital Asset Management
United Kingdom
$432K +$29.3K +750 +7%
LCM
1288
Leisure Capital Management
California
$431K -$86.8K -2,223 -17%
PSC
1289
Prentiss Smith & Co
Vermont
$431K -$17.2K -440 -4%
TA
1290
Tiedemann Advisors
New York
$430K +$45.9K +1,174 +12%
CMO
1291
Covenant Multifamily Offices
Texas
$429K +$429K +10,991 New
WDL
1292
Well Done LLC
Michigan
$427K +$161K +4,121 +61%
QVT
1293
Quantitative Value Technologies
Kansas
$427K +$427K +10,935 New
FAIM
1294
Financial Advocates Investment Management
Washington
$426K -$27K -643 -6%
GVAG
1295
Great Valley Advisor Group
Delaware
$425K +$425K +10,858 New
CTA
1296
Colonial Trust Advisors
South Carolina
$423K +$423K +10,827 New
BFO
1297
Biltmore Family Office
North Carolina
$422K -$54.7K -1,400 -11%
NAS
1298
Nicolet Advisory Services
Wisconsin
$422K -$469 -12 -0.1%
FWP
1299
FAS Wealth Partners
Kansas
$422K +$1.05K +27 +0.3%
FCIM
1300
Fairview Capital Investment Management
California
$421K -$31.3K -803 -7%
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