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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 %
AIM
1401
Arcadia Investment Management
Michigan
$159K -$2.36K -100 -1%
CFG
1402
CKW Financial Group
Hawaii
$157K +$35.4K +1,500 +29%
1IA
1403
1834 Investment Advisors
Wisconsin
$154K -$69.5K -2,963 -31%
HR
1404
Howe & Rusling
New York
$153K -$5.34M -226,596 -97%
KTC
1405
Kistler-Tiffany Companies
Pennsylvania
$149K +$26K +1,108 +21%
FHA
1406
Flagship Harbor Advisors
Massachusetts
$144K -$95.3K -4,077 -40%
PFGIA
1407
Patriot Financial Group Insurance Agency
Massachusetts
$144K +$65.1K +2,775 +82%
CCA
1408
Column Capital Advisors
Indiana
$141K +$83.4K +3,550 +145%
TC
1409
Trust Company
Kansas
$139K +$13.8K +586 +11%
ZB
1410
Zions Bancorporation
Utah
$138K -$14.9K -637 -10%
ARMC
1411
American Research & Management Company
Massachusetts
$137K -$20K -850 -13%
FHC
1412
First Horizon Corporation
Tennessee
$136K +$136K +5,821 New
FWM
1413
Focused Wealth Management
New York
$135K +$47.2K +2,001 +54%
SWA
1414
Sutton Wealth Advisors
Florida
$130K -$5.69K -242 -4%
NSB
1415
Norway Savings Bank
Maine
$127K -$43.7K -1,865 -26%
FCFS
1416
First Command Financial Services
Texas
$123K -$33.1K -1,409 -21%
FCB
1417
First Command Bank
Texas
$123K -$33.1K -1,409 -21%
BWA
1418
Burt Wealth Advisors
Maryland
$119K -$516 -22 -0.4%
LB
1419
Legacy Bridge
Iowa
$119K – – –
RIM
1420
Rockbridge Investment Management
New York
$119K +$7.5K +318 +7%
BCA
1421
Berman Capital Advisors
Georgia
$119K +$90.1K +3,846 +311%
WCG
1422
Weaver Consulting Group
California
$118K +$28.1K +1,200 +31%
PMFA
1423
Plante Moran Financial Advisors
Michigan
$114K +$352 +15 +0.3%
PO
1424
Private Ocean
California
$111K +$9.21K +393 +9%
SWM
1425
Sugarloaf Wealth Management
Georgia
$110K -$937 -40 -0.8%
55 56
57
58 59