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Wells Fargo
WFC

Overview Fund Activity

1,745 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 632 increasing their positions, 816 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
-58
Holders Change %
-3.22%
% of All Funds
35.87%
Holding in Top 10
48
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-36%
% of All Funds
0.99%
New
170
Increased
632
Reduced
816
Closed
211
Calls
$1.82B
Puts
$2.06B
Net Calls
-$239M
Net Calls Change
+$134M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$433M
2
Dodge & Cox
Dodge & Cox
California
+$324M
3
BlackRock
BlackRock
New York
+$304M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.19B
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$451M
3
Franklin Resources
Franklin Resources
California
-$423M
4
Boston Partners
Boston Partners
Massachusetts
-$385M
5
NEAM
New England Asset Management
Connecticut
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
1376
Providence Wealth Advisors
Illinois
$283K -$12.7K -497 -4%
VST
1377
Van Strum & Towne
California
$283K – – –
JWM
1378
Jupiter Wealth Management
Colorado
$283K +$283K +11,530 New
VIA
1379
Vident Investment Advisory
Georgia
$282K -$404K -15,786 -59%
VSWA
1380
Vontobel Swiss Wealth Advisors
Switzerland
$282K -$71.8K -2,800 -20%
CCG
1381
Ceeto Capital Group
Florida
$282K +$21.4K +834 +8%
MFG
1382
Magnus Financial Group
New York
$281K -$291K -11,340 -51%
SIC
1383
SFE Investment Counsel
California
$281K -$258K -10,070 -48%
BP
1384
Ballentine Partners
Massachusetts
$280K -$184K -7,189 -40%
KWA
1385
KCS Wealth Advisory
California
$280K -$66K -2,580 -19%
AUB
1386
Atlantic Union Bankshares
Virginia
$280K – – –
SVWAG
1387
Sound View Wealth Advisors Group
Georgia
$278K +$17.9K +697 +7%
SIM
1388
SSI Investment Management
California
$278K +$278K +10,829 New
WAM
1389
Wolverine Asset Management
Illinois
$277K +$254K +9,947 +1,092%
MA
1390
MCF Advisors
Kentucky
$276K +$25.6K +999 +10%
WPP
1391
Whalerock Point Partners
Rhode Island
$274K -$63.9K -2,500 -19%
PP
1392
Patten & Patten
Tennessee
$274K +$8.73K +341 +3%
VC
1393
Vicus Capital
Pennsylvania
$273K -$58.1K -2,271 -18%
BAM
1394
Barrett Asset Management
New York
$273K -$41.8K -1,635 -13%
SNBOSCI
1395
Security National Bank of Sioux City Iowa
Iowa
$273K -$31.5K -1,233 -10%
TF
1396
Tompkins Financial
New York
$272K -$2.56K -100 -0.9%
VPIM
1397
Vanguard Personalized Indexing Management
California
$271K +$58.2K +2,274 +27%
Koshinski Asset Management
1398
Koshinski Asset Management
Illinois
$270K -$50.9K -1,991 -16%
TC
1399
Telemus Capital
Michigan
$270K -$28.3K -1,109 -9%
AP
1400
Atwood & Palmer
Missouri
$268K -$50.7K -1,984 -16%
54 55
56
57 58