WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,895 hedge funds and large institutions have $212B invested in Wells Fargo in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 848 increasing their positions, 658 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,895
Holders Change
+71
Holders Change %
+3.89%
% of All Funds
49.76%
Holding in Top 10
401
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+5.8%
% of All Funds
10.53%
New
161
Increased
848
Reduced
658
Closed
68
Calls
$1.56B
Puts
$1.83B
Net Calls
-$274M
Net Calls Change
-$274M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$512M
2
MAM
Magellan Asset Management
Australia
+$370M
3
Barclays
Barclays
United Kingdom
+$368M
4
Deutsche Bank
Deutsche Bank
Germany
+$268M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$266M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$513M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$447M
3
Northern Trust
Northern Trust
Illinois
-$282M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$258M
5
DSA
Davis Selected Advisers
Arizona
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
YP
1451
Yellowstone Partners
Idaho
$745K +$473K +8,714 +174%
HI
1452
Horizon Investments
North Carolina
$744K +$744K +13,694 New
PFS
1453
Physicians Financial Services
North Carolina
$743K +$743K +13,671 New
ZB
1454
Zions Bancorporation
Utah
$739K -$9.29K -177 -1%
HHGA
1455
Halbert Hargrove Global Advisors
California
$736K -$21.9K -404 -3%
JFA
1456
Johanson Financial Advisors
California
$735K +$735K +13,470 New
SIM
1457
SSI Investment Management
California
$725K – – –
FPFS
1458
First Personal Financial Services
North Carolina
$720K +$523K +9,612 +265%
BCM
1459
Brookstone Capital Management
Illinois
$717K +$209K +3,850 +41%
LJHT
1460
Laurie J. Hall Trustee
$708K -$9.65K -200 -1%
JCM
1461
Janney Capital Management
Pennsylvania
$707K -$5.28K -97 -0.7%
BFIC
1462
Bedell Frazier Investment Counselling
California
$706K +$21K +386 +3%
OC
1463
Oakworth Capital
Alabama
$705K +$564K +10,372 +402%
OIA
1464
Optimum Investment Advisors
Illinois
$704K +$9.78K +180 +1%
ACH
1465
ArrowMark Colorado Holdings
Colorado
$702K – – –
WCF
1466
West Coast Financial
California
$701K -$32.1K -590 -4%
PAS
1467
Partnervest Advisory Services
California
$701K +$19.7K +363 +3%
FCIM
1468
Fairview Capital Investment Management
California
$701K +$28.9K +531 +4%
ADL
1469
Asset Dedication LLC
California
$700K +$700K +12,874 New
VCM
1470
Violich Capital Management
California
$698K -$29.1K -535 -4%
S
1471
SignatureFD
Georgia
$698K +$167K +3,068 +31%
HPBT
1472
High Point Bank & Trust
North Carolina
$697K -$1.36K -25 -0.2%
IC
1473
InterOcean Capital
Illinois
$686K -$35.3K -650 -5%
BC
1474
Brinker Capital
Pennsylvania
$686K +$115K +2,113 +20%
WCA
1475
Westover Capital Advisors
Delaware
$680K +$680K +12,509 New
57 58
59
60 61