WFC icon

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 %
TF
1301
Tompkins Financial
New York
$241K -$9.41K -400 -4%
PCM
1302
Palisade Capital Management
New Jersey
$241K – – –
FSA
1303
Fort Sheridan Advisors
Illinois
$240K -$159K -6,766 -40%
LC
1304
Lindbrook Capital
California
$239K -$42.9K -1,821 -15%
PAIM
1305
Punch & Associates Investment Management
Minnesota
$239K – – –
PNC
1306
Park National Corp
Ohio
$238K -$76.1K -3,242 -24%
GWAG
1307
Garrett Wealth Advisory Group
Texas
$238K -$26.9K -1,142 -10%
KWA
1308
KCS Wealth Advisory
California
$238K -$19.4K -826 -8%
FPB
1309
First PREMIER Bank
South Dakota
$237K -$155K -6,595 -40%
CAW
1310
Cornerstone Advisors (Washington)
Washington
$237K -$54.4K -2,315 -19%
FA
1311
FCG Advisors
New Jersey
$237K -$53.4K -2,270 -18%
PPP
1312
Private Portfolio Partners
New Jersey
$236K +$27.5K +1,171 +13%
CA
1313
Cornerstone Advisory
Maryland
$236K -$71.8K -3,057 -23%
VST
1314
Van Strum & Towne
California
$236K -$24.1K -1,025 -9%
CIC
1315
Crawford Investment Counsel
Georgia
$235K -$166K -7,079 -41%
JWM
1316
Jupiter Wealth Management
Colorado
$235K -$36K -1,530 -13%
SHGA
1317
Sand Hill Global Advisors
California
$235K -$1.46K -62 -0.6%
JI
1318
Jeereddi Investments
California
$235K +$235K +10,000 New
GLA
1319
Good Life Advisors
Pennsylvania
$234K -$47.1K -2,012 -17%
ZIG
1320
Zuckerman Investment Group
Illinois
$234K -$46.9K -2,000 -17%
SVWAG
1321
Sound View Wealth Advisors Group
Georgia
$234K -$20.6K -879 -8%
CC
1322
Cedar Capital
Illinois
$234K +$234K +9,942 New
MWM
1323
Meridian Wealth Management
Kentucky
$234K +$234K +9,968 New
VC
1324
Vicus Capital
Pennsylvania
$233K -$18.5K -785 -7%
CIM
1325
CIM Investment Management
Pennsylvania
$233K -$2.59K -110 -1%
51 52
53
54 55