WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,907 hedge funds and large institutions have $210B invested in Wells Fargo in 2017 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 744 increasing their positions, 858 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
47.62%
Holding in Top 10
240
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.34%
% of All Funds
5.99%
New
99
Increased
744
Reduced
858
Closed
95
Calls
$1.96B
Puts
$2.4B
Net Calls
-$438M
Net Calls Change
+$90.1M

Top Buyers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$786M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$681M
3
Boston Partners
Boston Partners
Massachusetts
+$617M
4
Capital World Investors
Capital World Investors
California
+$606M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$413M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$971M
2
NEAM
New England Asset Management
Connecticut
-$855M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$649M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$544M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$491M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
1301
Ferris Capital
Massachusetts
$1.1M +$1.1M +19,831 New
FRM
1302
Fox Run Management
Connecticut
$1.1M +$615K +11,100 +128%
IIM
1303
Ipswich Investment Management
Massachusetts
$1.1M +$156K +2,806 +17%
VFPI
1304
Vantage Financial Partners (Illinois)
Illinois
$1.1M +$1.1M +19,800 New
PGIM
1305
Pacific Global Investment Management
California
$1.09M -$112K -2,015 -9%
AWA
1306
Arete Wealth Advisors
Illinois
$1.09M +$470K +8,484 +76%
AIA
1307
Arbor Investment Advisors
North Carolina
$1.09M -$14.9K -269 -1%
CCA
1308
Cobblestone Capital Advisors
New York
$1.08M +$20.8K +376 +2%
PFS
1309
Prospera Financial Services
Texas
$1.08M +$255K +4,587 +31%
AIM
1310
Advantage Investment Management
Iowa
$1.07M -$33.8K -610 -3%
CCM
1311
Coldstream Capital Management
Washington
$1.07M +$112K +2,015 +12%
PWP
1312
Private Wealth Partners
California
$1.07M +$22.5K +405 +2%
FMLI
1313
Fukoku Mutual Life Insurance
Japan
$1.07M – – –
SC
1314
SouthState Corp
Florida
$1.07M -$3.38K -61 -0.3%
SAM
1315
SignalPoint Asset Management
Missouri
$1.06M +$277 +5 +0%
GCM
1316
Glynn Capital Management
California
$1.06M – – –
CCMD
1317
Cypress Capital Management (Delaware)
Delaware
$1.06M +$246K +4,450 +30%
WPA
1318
Winning Points Advisors
Florida
$1.05M -$29.6K -530 -3%
FFA
1319
Fragasso Financial Advisors
Pennsylvania
$1.04M +$50.7K +915 +5%
CG
1320
CFO4Life Group
Texas
$1.04M +$133K +2,405 +15%
PCM
1321
Palisade Capital Management
New Jersey
$1.03M -$35.7K -644 -3%
BIM
1322
Baldwin Investment Management
Pennsylvania
$1.03M -$78.9K -1,425 -7%
PL
1323
Plancorp LLC
Missouri
$1.02M +$55 +1 +0%
JFA
1324
Johanson Financial Advisors
California
$1.02M +$90.4K +1,626 +10%
FIM
1325
Freedom Investment Management
Connecticut
$1.02M -$269K -4,854 -21%
51 52
53
54 55