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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 %
AIC
1326
Ameritas Investment Company
Nebraska
$233K – – –
OA
1327
Oxbow Advisors
Texas
$233K +$14.7K +622 +7%
ECM
1328
ETrade Capital Management
Virginia
$233K +$233K +9,922 New
MVP
1329
Miller Value Partners
Florida
$233K +$233K +9,930 New
FCIM
1330
Fairview Capital Investment Management
California
$232K -$43.1K -1,833 -16%
RC
1331
Roundview Capital
New Jersey
$232K -$42.6K -1,814 -16%
FNBOH
1332
First National Bank of Hutchinson
Kansas
$232K – – –
HFM
1333
Hartford Financial Management
Connecticut
$230K -$6.56K -279 -3%
BFM
1334
Boothbay Fund Management
New York
$230K +$28.3K +1,207 +14%
OCM
1335
Osterweis Capital Management
California
$229K – – –
TCM
1336
Traynor Capital Management
Pennsylvania
$229K +$229K +9,861 New
MCM
1337
Manchester Capital Management
Vermont
$228K -$270K -11,517 -54%
AWA
1338
Arete Wealth Advisors
Illinois
$228K -$201K -8,393 -47%
NGA
1339
Naples Global Advisors
Florida
$226K -$74.9K -3,185 -25%
SC
1340
Schulhoff & Co
Ohio
$226K -$19.8K -845 -8%
EF
1341
Exeter Financial
Arizona
$223K -$14.4K -615 -6%
TCM
1342
Tributary Capital Management
Nebraska
$221K -$11.8K -500 -5%
AWM
1343
Apollon Wealth Management
South Carolina
$221K +$17.2K +730 +8%
AWA
1344
Acorn Wealth Advisors
Michigan
$221K +$24K +1,021 +12%
BONST
1345
Bank of Nova Scotia Trust
Ontario, Canada
$219K -$400K -17,008 -65%
GW
1346
GW & Wade
Massachusetts
$218K -$5.87M -250,041 -96%
MSAM
1347
Moloney Securities Asset Management
Missouri
$218K -$54.7K -2,326 -20%
WC
1348
Woodstock Corp
Massachusetts
$218K -$23.5K -1,000 -10%
ACM
1349
Alpha Capital Management
Texas
$217K +$24 +1 +0%
AAP
1350
Arax Advisory Partners
Colorado
$217K +$1.98K +84 +0.9%
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