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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 %
WPW
1451
Waldron Private Wealth
Pennsylvania
$302K -$19.6K -502 -6%
BFIC
1452
Bedell Frazier Investment Counselling
California
$302K -$14K -357 -4%
WIA
1453
World Investment Advisors
California
$302K +$5K +122 +2%
HWMG
1454
Hurlow Wealth Management Group
Indiana
$302K +$28K +718 +10%
PP
1455
PrairieView Partners
Minnesota
$301K – – –
PP
1456
Patten & Patten
Tennessee
$301K +$14.1K +361 +5%
SA
1457
Strategic Advisors
New York
$300K -$42.4K -1,088 -12%
WCM
1458
Wallace Capital Management
Texas
$300K -$1.39K -33 -0.5%
EGA
1459
E&G Advisors
Texas
$300K – – –
SNBOSCI
1460
Security National Bank of Sioux City Iowa
Iowa
$300K +$300K +7,690 New
HA
1461
HYA Advisors
Missouri
$298K +$298K +7,624 New
TNBTD
1462
Trustmark National Bank Trust Department
Mississippi
$296K -$13K -332 -4%
MSAM
1463
Moloney Securities Asset Management
Missouri
$295K -$66.2K -1,698 -18%
PL
1464
Plancorp LLC
Missouri
$295K -$32.7K -838 -10%
ICM
1465
Islay Capital Management
Texas
$293K -$333K -8,517 -53%
UFA
1466
US Financial Advisors
Massachusetts
$292K +$292K +7,483 New
SIC
1467
Samalin Investment Counsel
New York
$291K -$46.1K -1,185 -14%
FNBTCON
1468
First National Bank & Trust Co of Newtown
Pennsylvania
$291K -$39 -1 -0%
LWM
1469
Liberty Wealth Management
California
$291K – – –
PMFA
1470
Plante Moran Financial Advisors
Michigan
$291K +$92.9K +2,378 +47%
MCM
1471
Maryland Capital Management
Maryland
$290K -$20.4K -522 -7%
NJBEST
1472
New Jersey Better Educational Savings Trust
New Jersey
$289K – – –
WW
1473
Westshore Wealth
California
$289K +$289K +7,394 New
CAGAS
1474
Capital Advisory Group Advisory Services
Minnesota
$288K +$24.6K +630 +9%
WCG
1475
Weaver Consulting Group
California
$288K +$288K +7,359 New
57 58
59
60 61