WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,745 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 632 increasing their positions, 816 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
-58
Holders Change %
-3.22%
% of All Funds
35.87%
Holding in Top 10
48
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-36%
% of All Funds
0.99%
New
170
Increased
632
Reduced
816
Closed
211
Calls
$1.82B
Puts
$2.06B
Net Calls
-$239M
Net Calls Change
+$134M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$433M
2
Dodge & Cox
Dodge & Cox
California
+$324M
3
BlackRock
BlackRock
New York
+$304M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.19B
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$451M
3
Franklin Resources
Franklin Resources
California
-$423M
4
Boston Partners
Boston Partners
Massachusetts
-$385M
5
NEAM
New England Asset Management
Connecticut
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1301
RB Capital Management
Nevada
$333K +$22K +858 +7%
SIM
1302
Stratos Investment Management
Ohio
$333K +$333K +12,996 New
PTP
1303
Platform Technology Partners
New York
$331K +$14.6K +571 +5%
SMG
1304
Spectrum Management Group
Indiana
$330K -$3.89K -152 -1%
RCM
1305
Requisite Capital Management
Texas
$330K +$330K +12,905 New
AIA
1306
Arbor Investment Advisors
North Carolina
$329K -$105K -4,107 -24%
BFO
1307
Biltmore Family Office
North Carolina
$329K – – –
NGA
1308
Naples Global Advisors
Florida
$328K +$78.2K +3,050 +31%
IA
1309
Icon Advisers
Colorado
$325K -$143K -5,600 -31%
EW
1310
Element Wealth
Mississippi
$325K +$92.6K +3,619 +40%
GI
1311
Gradient Investments
Minnesota
$323K -$5.72M -223,267 -95%
PIA
1312
Perennial Investment Advisors
California
$322K -$67.6K -2,640 -17%
BMC
1313
Beaton Management Company
Massachusetts
$322K +$28.1K +1,100 +10%
GP
1314
Girard Partners
Pennsylvania
$321K -$55.8K -2,184 -15%
BIA
1315
BHK Investment Advisors
Alabama
$321K +$26.3K +1,028 +9%
WI
1316
WrapManager Inc
California
$321K +$79.2K +3,097 +33%
Lazard Asset Management
1317
Lazard Asset Management
New York
$320K -$5.12M -200,022 -94%
CST
1318
Charles Schwab Trust
Nevada
$319K -$4.3K -168 -1%
CBA
1319
Coastal Bridge Advisors
Connecticut
$319K +$2.77K +108 +0.9%
BIC
1320
Beach Investment Counsel
Pennsylvania
$318K -$84.4K -3,300 -21%
CAW
1321
Cornerstone Advisors (Washington)
Washington
$317K -$11.6K -455 -4%
SMC
1322
Smith, Moore & Co
Missouri
$316K -$12.6K -490 -4%
FA
1323
FCG Advisors
New Jersey
$316K +$3.22K +126 +1%
BCM
1324
BTR Capital Management
California
$315K -$39.6K -1,550 -11%
FNBTCON
1325
First National Bank & Trust Co of Newtown
Pennsylvania
$313K +$7.68K +300 +3%
51 52
53
54 55