WFC icon

Wells Fargo
WFC

Overview Fund Activity

2,091 hedge funds and large institutions have $169B invested in Wells Fargo in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 707 increasing their positions, 883 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,091
Holders Change
+156
Holders Change %
+8.06%
% of All Funds
41.29%
Holding in Top 10
131
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.38%
% of All Funds
2.59%
New
264
Increased
707
Reduced
883
Closed
80
Calls
$2.19B
Puts
$2.99B
Net Calls
-$795M
Net Calls Change
-$811M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$741M
3
AAMU
Amundi Asset Management US
Massachusetts
+$416M
4
Millennium Management
Millennium Management
New York
+$389M
5
Morgan Stanley
Morgan Stanley
New York
+$308M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.97B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$680M
3
Franklin Resources
Franklin Resources
California
-$544M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$522M
5
BlackRock
BlackRock
New York
-$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
1301
AIMZ Investment Advisors
California
$761K – – –
RWM
1302
Ritholtz Wealth Management
New York
$757K +$6.78K +126 +0.9%
RWP
1303
RWA Wealth Partners
Massachusetts
$754K +$65.4K +1,216 +10%
VWM
1304
Vigilare Wealth Management
Arizona
$754K +$754K +16,000 New
AFM
1305
Anson Funds Management
Texas
$753K +$753K +14,000 New
JCM
1306
Jacobsen Capital Management
Utah
$752K +$1.4K +26 +0.2%
MPWT
1307
MassMutual Private Wealth & Trust
Connecticut
$751K -$948K -17,629 -56%
SMC
1308
Smith, Moore & Co
Missouri
$751K +$79.5K +1,477 +12%
SW
1309
SteelPeak Wealth
California
$750K +$750K +13,939 New
CIAS
1310
Capital Investment Advisory Services
North Carolina
$749K +$135K +2,518 +22%
NIM
1311
NuWave Investment Management
New Jersey
$748K +$705K +13,092 +1,641%
FI
1312
Fosun International
China
$744K -$54.2K -1,005 -7%
SMFS
1313
Squar Milner Financial Services
California
$743K -$17.8K -332 -2%
AMIM
1314
Aull & Monroe Investment Management
Alabama
$742K – – –
LCM
1315
Leisure Capital Management
California
$740K -$34.4K -639 -4%
PA
1316
PSI Advisors
Florida
$739K +$739K +13,750 New
TIA
1317
Traphagen Investment Advisors
New Jersey
$738K +$3.17K +59 +0.4%
CCWA
1318
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$738K -$71.9K -1,337 -9%
KJWM
1319
Kiley Juergens Wealth Management
Washington
$737K +$108K +2,000 +17%
WLPWM
1320
Walled Lake Planning & Wealth Management
Illinois
$735K +$735K +13,664 New
PWAP
1321
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$734K -$16K -337 -2%
WPP
1322
Whalerock Point Partners
Rhode Island
$732K +$135K +2,500 +23%
DWA
1323
Divergent Wealth Advisors
Utah
$730K -$3.55K -66 -0.5%
FPCG
1324
Fort Pitt Capital Group
Pennsylvania
$729K +$66.4K +1,235 +10%
Cetera Investment Advisers
1325
Cetera Investment Advisers
Illinois
$728K +$49.3K +919 +7%
51 52
53
54 55