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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 %
EP
1376
Eudaimonia Partners
Tennessee
$202K +$23.1K +982 +13%
EI
1377
Ethic Inc
New York
$202K +$202K +8,592 New
JCM
1378
Janney Capital Management
Pennsylvania
$201K -$353K -15,068 -64%
HHGA
1379
Halbert Hargrove Global Advisors
California
$201K +$1.91K +81 +1%
B
1380
Bellecapital
Switzerland
$200K -$176K -7,490 -47%
BW
1381
Bison Wealth
Georgia
$199K +$21.1K +900 +12%
AF
1382
Arrow Financial
New York
$196K -$31.3K -1,325 -14%
POIA
1383
Pin Oak Investment Advisors
Texas
$196K +$4.67K +198 +2%
MMG
1384
Monetary Management Group
Missouri
$195K – – –
ME
1385
McIlrath & Eck
Washington
$191K +$47 +2 +0%
SNT
1386
Security National Trust
West Virginia
$189K -$129K -5,505 -41%
TFS
1387
TrustCore Financial Services
Tennessee
$188K +$4.61K +196 +3%
FFA
1388
Founders Financial Alliance
North Carolina
$188K +$188K +7,986 New
AII
1389
AGF Investments Inc
Ontario, Canada
$182K +$36.4K +1,552 +25%
PP
1390
PrairieView Partners
Minnesota
$181K -$16K -681 -8%
PB
1391
Pinnacle Bancorp
Nebraska
$177K -$10.7K -453 -6%
PFO
1392
Pathstone Family Office
New Jersey
$175K +$9.11K +385 +5%
AW
1393
Avion Wealth
Texas
$174K +$5.72K +243 +3%
PCM
1394
Penserra Capital Management
California
$173K -$471K -20,039 -73%
LJHT
1395
Laurie J. Hall Trustee
$173K +$173K +7,339 New
BCA
1396
Bray Capital Advisors
Florida
$168K +$71 +3 +0%
HFRG
1397
Houlihan Financial Resource Group
Virginia
$167K +$167K +6,885 New
WAM
1398
Wolverine Asset Management
Illinois
$166K -$88K -3,763 -35%
EAM
1399
Erste Asset Management
Austria
$160K +$160K +6,883 New
OIA
1400
Optimum Investment Advisors
Illinois
$160K -$107K -4,543 -40%
54 55
56
57 58