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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 %
ACM
1426
AUA Capital Management
Pennsylvania
$110K +$25.5K +1,084 +30%
CWC
1427
Carolinas Wealth Consulting
North Carolina
$109K -$2.76K -117 -2%
HBT
1428
Hills Bank & Trust
Iowa
$107K -$202K -8,627 -65%
PW
1429
Price Wealth
Texas
$107K +$2.45K +104 +2%
CFD
1430
Creative Financial Designs
Indiana
$107K +$35K +1,488 +49%
SCM
1431
Silvant Capital Management
Georgia
$106K – – –
NIM
1432
NuWave Investment Management
New Jersey
$106K +$31.5K +1,339 +42%
SAM
1433
S.A. Mason
Michigan
$104K -$2.36K -100 -2%
CAGAS
1434
Capital Advisory Group Advisory Services
Minnesota
$103K +$30.8K +1,316 +43%
RFA
1435
Reilly Financial Advisors
California
$97K -$17.4K -737 -15%
RWA
1436
Ropes Wealth Advisors
Massachusetts
$96K -$23.7K -1,006 -20%
EWA
1437
Evolution Wealth Advisors
Florida
$95K +$43.2K +1,834 +83%
VC
1438
Veracity Capital
Georgia
$87K -$349 -219 -0.4%
SIAS
1439
Shine Investment Advisory Services
Colorado
$87K +$9.39K +400 +12%
CAL
1440
Capital Advisors Ltd
Ohio
$87K +$72.3K +859 +491%
MHR
1441
Matthew Hamilton Rosenberg
$86K -$82.9K -3,384 -49%
CB
1442
CNB Bank
Pennsylvania
$86K -$72.7K -3,105 -46%
APC
1443
Aspire Private Capital
North Carolina
$86K +$86K +3,679 New
PFA
1444
Professional Financial Advisors
Nebraska
$84K +$84K +3,931 New
BDWM
1445
Brewin Dolphin Wealth Management
Ireland
$81.7K -$24.5K -1,040 -23%
Kayne Anderson Rudnick Investment Management
1446
Kayne Anderson Rudnick Investment Management
California
$80K -$2.88K -123 -3%
AP
1447
Arlington Partners
Alabama
$80K – – –
JWM
1448
Janiczek Wealth Management
Colorado
$80K +$4.08K +174 +5%
AWM
1449
Atticus Wealth Management
Florida
$79K -$23.6K -1,000 -23%
VCM
1450
Versant Capital Management
Arizona
$79K -$12.2K -522 -13%
56 57
58
59 60