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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 %
POIA
1376
Pin Oak Investment Advisors
Texas
$351K – – –
IHWM
1377
Iron Horse Wealth Management
Iowa
$351K +$8.4K +215 +2%
KPW
1378
Kore Private Wealth
New York
$350K -$76.7K -1,962 -18%
CA
1379
Continuum Advisory
Idaho
$350K +$36.2K +858 +12%
PCG
1380
Private Capital Group
Connecticut
$347K -$71.8K -1,835 -17%
SMG
1381
Spectrum Management Group
Indiana
$347K -$55.3K -1,417 -14%
SVWAG
1382
Sound View Wealth Advisors Group
Georgia
$347K +$8.02K +205 +2%
LC
1383
Lindbrook Capital
California
$345K +$44.2K +1,131 +15%
RWA
1384
River Wealth Advisors
Pennsylvania
$344K -$3.75K -96 -1%
Financial Engines Advisors
1385
Financial Engines Advisors
California
$341K +$33.9K +868 +11%
VDI
1386
Vaughan David Investments
Illinois
$340K -$109K -2,799 -24%
CWP
1387
Concord Wealth Partners
Virginia
$340K -$79.5K -2,033 -19%
SFG
1388
SNS Financial Group
Minnesota
$340K -$11.3K -289 -3%
BCV
1389
Banque Cantonale Vaudoise
Switzerland
$339K -$14.2K -362 -4%
FFA
1390
Founders Financial Alliance
North Carolina
$339K -$3.15K -70 -0.9%
WAP
1391
Wealthcare Advisory Partners
Pennsylvania
$339K +$339K +8,684 New
M
1392
MOTCO
Texas
$338K -$9.51K -243 -3%
RFM
1393
Royal Fund Management
Florida
$337K -$6.56K -168 -2%
SC
1394
Schulhoff & Co
Ohio
$335K -$11.7K -299 -3%
EP
1395
Eudaimonia Partners
Tennessee
$335K +$117 +3 +0%
KNW
1396
Kesler Norman & Wride
Utah
$334K +$7.11K +182 +2%
LD
1397
Lipe & Dalton
New York
$334K +$54.7K +1,400 +20%
ARTA
1398
A.R.T. Advisors
New York
$334K +$334K +8,541 New
AI
1399
AXS Investments
New York
$334K +$334K +8,554 New
Aristotle Capital Management
1400
Aristotle Capital Management
California
$332K +$332K +8,500 New
54 55
56
57 58