WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,859 hedge funds and large institutions have $209B invested in Wells Fargo in 2017 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 650 increasing their positions, 909 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,859
Holders Change
-48
Holders Change %
-2.52%
% of All Funds
46.42%
Holding in Top 10
213
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.25%
% of All Funds
5.32%
New
83
Increased
650
Reduced
909
Closed
116
Calls
$2.32B
Puts
$3.01B
Net Calls
-$686M
Net Calls Change
-$247M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.17B
2
Bank of America
Bank of America
North Carolina
+$488M
3
BlackRock
BlackRock
New York
+$469M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$401M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$293M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.77B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$574M
3
TCIM
TIAA CREF Investment Management
New York
-$407M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$291M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1376
Glovista Investments
New Jersey
$758K +$279K +5,061 +58%
FMT
1377
First Mercantile Trust
Tennessee
$756K – – –
PP
1378
PagnatoKarp Partners
Virginia
$745K +$45.4K +823 +6%
GA
1379
Greytown Advisors
Florida
$741K +$224K +4,058 +43%
CWP
1380
Capital Wealth Planning
Florida
$739K -$396K -7,179 -35%
CA
1381
CapWealth Advisors
Tennessee
$739K -$14K -254 -2%
PFS
1382
Physicians Financial Services
North Carolina
$739K – – –
MHS
1383
M Holdings Securities
Oregon
$737K -$73K -1,323 -9%
BTIS
1384
BB&T Investment Services
North Carolina
$736K +$126K +2,303 +21%
IC
1385
InterOcean Capital
Illinois
$734K – – –
IWA
1386
Intercontinental Wealth Advisors
Texas
$727K -$1.16K -21 -0.2%
FNB
1387
Farmers National Bank
Kentucky
$727K +$193K +3,500 +36%
TC
1388
Telemus Capital
Michigan
$723K -$23.5K -425 -3%
4IG
1389
440 Investment Group
Kansas
$722K -$8.49M -153,845 -92%
JDR
1390
Jay D. Rosenbaum
$721K – – –
TIA
1391
Tiemann Investment Advisors
California
$718K -$75.8K -1,373 -10%
MCM
1392
Mengis Capital Management
Oregon
$714K – – –
EAM
1393
Evanson Asset Management
California
$714K +$9.82K +178 +1%
MJRIC
1394
Mogy Joel R Investment Counsel
California
$713K – – –
BW
1395
Bison Wealth
Georgia
$712K +$5.02K +91 +0.7%
FNBSF
1396
First National Bank Sioux Falls
South Dakota
$708K -$71.4K -1,293 -9%
BMC
1397
Beaton Management Company
Massachusetts
$708K – – –
VCM
1398
Vision Capital Management
Oregon
$706K -$50.7K -920 -7%
BWL
1399
Bogart Wealth LLC
Virginia
$705K -$18.9K -342 -3%
JC
1400
Jacobs & Co
California
$704K -$30.3K -550 -4%
54 55
56
57 58