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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 %
CAM
1426
Cidel Asset Management
Ontario, Canada
$316K – – –
BTW
1427
Boston Trust Walden
Massachusetts
$316K – – –
LA
1428
Latitude Advisors
Florida
$315K -$326K -8,338 -51%
MMG
1429
Monetary Management Group
Missouri
$315K – – –
WCM
1430
Washington Capital Management
Washington
$313K – – –
AII
1431
AGF Investments Inc
Ontario, Canada
$313K +$313K +8,000 New
PCA
1432
Providence Capital Advisors
North Carolina
$312K -$294K -7,525 -49%
WCM
1433
Windsor Capital Management
Arizona
$312K -$8.92K -229 -3%
AIM
1434
Anchor Investment Management
South Carolina
$312K -$51.7K -1,324 -14%
WCM
1435
Wedge Capital Management
North Carolina
$311K +$311K +7,953 New
MW
1436
Marcum Wealth
Ohio
$310K +$310K +7,933 New
CGH
1437
CMG Global Holdings
Texas
$309K +$309K +7,920 New
LSAG
1438
Lake Street Advisors Group
New Hampshire
$308K -$242K -6,210 -44%
IBOK
1439
Independence Bank of Kentucky
Kentucky
$308K -$11K -280 -3%
AF
1440
Arrow Financial
New York
$308K -$10.9K -280 -3%
CBN
1441
Cadence Bank NA
Texas
$308K +$16.2K +414 +6%
MWM
1442
Minot Wealth Management
Massachusetts
$308K +$16.9K +433 +6%
SP
1443
Successful Portfolios
Florida
$308K +$308K +7,876 New
AW
1444
Avion Wealth
Texas
$307K -$5.86K -150 -2%
GI
1445
Gradient Investments
Minnesota
$305K -$195K -4,998 -39%
RWP
1446
RWA Wealth Partners
Massachusetts
$305K +$39 +1 +0%
FPCP
1447
Fort Point Capital Partners
California
$304K – – –
BAM
1448
Brave Asset Management
New Jersey
$304K – – –
OWA
1449
Octavia Wealth Advisors
Ohio
$304K +$43K +1,101 +16%
WSTAM
1450
Wilbanks Smith & Thomas Asset Management
Virginia
$303K +$39.7K +1,015 +15%
56 57
58
59 60