WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,864 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 243 funds opening new positions, 675 increasing their positions, 714 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+115
Holders Change %
+6.58%
% of All Funds
32.82%
Holding in Top 10
104
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.3%
% of All Funds
1.83%
New
243
Increased
675
Reduced
714
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$267M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$877M
3
DZ Bank
DZ Bank
Germany
+$510M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
5
American Century Companies
American Century Companies
Missouri
+$370M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.02B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$743M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$390M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$370M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
1351
Cooper Financial Group
California
$376K -$255K -6,532 -40%
HFM
1352
Hartford Financial Management
Connecticut
$375K -$1.95K -50 -0.5%
FPB
1353
First PREMIER Bank
South Dakota
$372K – – –
EF
1354
Exeter Financial
Arizona
$371K – – –
NWM
1355
Northwest Wealth Management
Iowa
$367K -$1.72K -44 -0.5%
CIM
1356
CIM Investment Management
Pennsylvania
$366K -$14.3K -366 -4%
CIC
1357
Crawford Investment Counsel
Georgia
$366K – – –
9WM
1358
9258 Wealth Management
Ohio
$366K +$16K +410 +5%
SAM
1359
S.A. Mason
Michigan
$365K +$193K +4,936 +112%
KFGK
1360
Keystone Financial Group (Kentucky)
Kentucky
$364K -$39.3K -1,006 -10%
MMA
1361
Miracle Mile Advisors
California
$363K -$245K -6,270 -40%
WC
1362
Woodstock Corp
Massachusetts
$362K – – –
CIM
1363
Contravisory Investment Management
Massachusetts
$362K +$362K +9,259 New
Koshinski Asset Management
1364
Koshinski Asset Management
Illinois
$362K +$362K +9,268 New
BCM
1365
Brookstone Capital Management
Illinois
$360K -$17.3K -444 -5%
JC
1366
Jacobs & Co
California
$360K – – –
SCM
1367
Southport Capital Management
Tennessee
$359K -$258K -6,609 -42%
HFG
1368
Heron Financial Group
New York
$359K -$9.32K -235 -3%
AWA
1369
Acorn Wealth Advisors
Michigan
$356K +$3.59K +92 +1%
TCM
1370
Tributary Capital Management
Nebraska
$356K +$11.7K +300 +3%
NIM
1371
Northeast Investment Management
Massachusetts
$355K -$234K -6,000 -40%
NPA
1372
Nichols & Pratt Advisers
Massachusetts
$352K – – –
BWM
1373
BigSur Wealth Management
Florida
$352K +$78.2K +2,000 +29%
AIC
1374
Ameritas Investment Company
Nebraska
$352K +$352K +9,004 New
GBT
1375
Grove Bank & Trust
Florida
$351K – – –
53 54
55
56 57