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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 %
HHGA
1401
Halbert Hargrove Global Advisors
California
$331K -$7.55K -193 -2%
AA
1402
Argent Advisors
Louisiana
$331K +$28.5K +728 +9%
PIA
1403
Perennial Investment Advisors
California
$331K +$62K +1,588 +23%
DP
1404
Denver PWM
Colorado
$330K -$2.35K -100 -0.7%
CA
1405
Calton & Associates
Florida
$328K -$843K -21,541 -72%
HWA
1406
HCR Wealth Advisors
California
$326K -$256K -6,552 -44%
CST
1407
Charles Schwab Trust
Nevada
$326K -$6.87K -173 -2%
PWM
1408
PBMares Wealth Management
Virginia
$326K +$326K +8,344 New
TIA
1409
Traphagen Investment Advisors
New Jersey
$326K -$14.6K -373 -4%
ITIM
1410
Indiana Trust & Investment Management
Indiana
$325K -$74.7K -1,913 -19%
JCM
1411
Janney Capital Management
Pennsylvania
$325K -$78 -2 -0%
JHP
1412
James Hambro & Partners
United Kingdom
$324K – – –
CCM
1413
Cohen Capital Management
California
$324K +$976 +25 +0.3%
MWP
1414
MYCIO Wealth Partners
Pennsylvania
$324K +$324K +8,283 New
SOW
1415
State of Wyoming
Wyoming
$322K +$322K +8,232 New
CA
1416
Cornerstone Advisory
Maryland
$321K -$39K -997 -11%
JLBC
1417
J.L. Bainbridge & Co
Florida
$321K -$11.8K -301 -4%
FPFS
1418
First Personal Financial Services
North Carolina
$321K – – –
JG
1419
Jefferies Group
New York
$319K +$108K +2,765 +51%
FCFC
1420
First Citizens Financial Corp
Iowa
$319K -$238K -6,105 -43%
RIM
1421
Reliant Investment Management
Tennessee
$319K -$160K -4,100 -33%
MA
1422
MCF Advisors
Kentucky
$319K +$165K +4,235 +108%
WCM
1423
Weld Capital Management
New York
$319K +$319K +8,156 New
HGWM
1424
Horst & Graben Wealth Management
Oregon
$318K +$318K +8,129 New
WC
1425
Westhampton Capital
North Carolina
$316K -$11.7K -300 -4%
55 56
57
58 59