WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,972 hedge funds and large institutions have $213B invested in Wells Fargo in 2018 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 662 increasing their positions, 973 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
-31
Holders Change %
-1.55%
% of All Funds
45.21%
Holding in Top 10
182
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+10.98%
% of All Funds
4.17%
New
99
Increased
662
Reduced
973
Closed
106
Calls
$2.53B
Puts
$3.52B
Net Calls
-$988M
Net Calls Change
-$177M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.95B
2
Sanders Capital
Sanders Capital
Florida
+$871M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$845M
4
Morgan Stanley
Morgan Stanley
New York
+$829M
5
Ameriprise
Ameriprise
Minnesota
+$458M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$985M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$673M
3
EVM
Eaton Vance Management
Massachusetts
-$612M
4
BlackRock
BlackRock
New York
-$376M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$347M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
1326
Woodstock Corp
Massachusetts
$818K – – –
BIAS
1327
Beacon Investment Advisory Services
New Jersey
$817K +$30.5K +550 +4%
GI
1328
Gradient Investments
Minnesota
$811K -$131K -2,365 -14%
NWP
1329
Northstar Wealth Partners
Connecticut
$811K -$8.92K -161 -1%
MTIM
1330
Marathon Trading Investment Management
Pennsylvania
$810K +$387K +6,979 +92%
MSA
1331
Marino Stram & Associates
Massachusetts
$802K -$191K -3,503 -19%
FAN
1332
Financial Advisors Network
California
$802K +$802K +14,471 New
BFO
1333
Biltmore Family Office
North Carolina
$801K -$187K -3,380 -19%
NG
1334
Northstar Group
New York
$798K -$35.2K -635 -4%
SSWM
1335
Sheets Smith Wealth Management
North Carolina
$796K +$45.2K +815 +6%
LJHT
1336
Laurie J. Hall Trustee
$793K -$11.8K -213 -1%
TH
1337
TCTC Holdings
Texas
$793K – – –
DWA
1338
Divergent Wealth Advisors
Utah
$791K -$2.94K -53 -0.4%
OPTFSNA
1339
Old Point Trust & Financial Services N A
Virginia
$790K -$268K -4,821 -25%
JFA
1340
JNBA Financial Advisors
Minnesota
$790K – – –
MAM
1341
Martingale Asset Management
Massachusetts
$784K -$530K -9,557 -40%
TWA
1342
TCI Wealth Advisors
Arizona
$784K -$10.6K -191 -1%
AWM
1343
Aries Wealth Management
Maine
$783K – – –
PSC
1344
Prentiss Smith & Co
Vermont
$781K -$300K -5,420 -28%
IC
1345
InterOcean Capital
Illinois
$780K +$280K +5,050 +56%
RMAM
1346
Raab & Moskowitz Asset Management
New Jersey
$778K -$57.8K -1,042 -7%
TFS
1347
TrustCore Financial Services
Tennessee
$776K +$23.7K +428 +3%
SWP
1348
Strategic Wealth Partners
Ohio
$773K -$999K -18,023 -56%
HI
1349
Horizon Investments
North Carolina
$773K -$61.6K -1,120 -7%
LJAC
1350
L.J. Altfest & Co
New York
$771K -$139K -2,499 -15%
52 53
54
55 56