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Wells Fargo
WFC

Overview Fund Activity

1,803 hedge funds and large institutions have $87.2B invested in Wells Fargo in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 703 increasing their positions, 831 reducing their positions, and 388 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,803
Holders Change
-288
Holders Change %
-13.77%
% of All Funds
39.83%
Holding in Top 10
75
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-42.75%
% of All Funds
1.66%
New
126
Increased
703
Reduced
831
Closed
388
Calls
$1.27B
Puts
$1.64B
Net Calls
-$373M
Net Calls Change
+$422M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$446M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$437M
3
Charles Schwab
Charles Schwab
California
+$272M
4
Dodge & Cox
Dodge & Cox
California
+$175M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$168M

Top Sellers

1
DAM
Davis Asset Management
California
-$40.2B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
3
CSIA
Charles Schwab Investment Advisory
California
-$444M
4
Capital International Investors
Capital International Investors
California
-$354M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
1476
Boston Family Office
Massachusetts
$254K -$52.1K -1,812 -17%
EM
1477
ELCO Management
New York
$254K – – –
HFG
1478
Heron Financial Group
New York
$253K -$4.68K -155 -2%
GTCM
1479
Gyon Technologies Capital Management
New Jersey
$253K +$253K +8,799 New
WA
1480
Wealth Architects
California
$252K +$3.19K +111 +1%
HWM
1481
Hohimer Wealth Management
Washington
$251K +$79K +2,775 +46%
EWM
1482
Empirical Wealth Management
Washington
$250K -$161K -5,616 -39%
CG
1483
Cutler Group
California
$250K +$250K +8,720 New
WCM
1484
Whitener Capital Management
North Carolina
$249K -$64K -2,232 -20%
BW
1485
Bison Wealth
Georgia
$249K -$28.9K -1,005 -10%
CCM
1486
Canal Capital Management
Virginia
$249K +$2.62K +91 +1%
BRWM
1487
B. Riley Wealth Management
Tennessee
$249K +$41.3K +1,441 +20%
TCB
1488
Texas Capital Bancshares
Texas
$247K – – –
RFM
1489
Royal Fund Management
Florida
$246K +$344 +12 +0.1%
JLBC
1490
J.L. Bainbridge & Co
Florida
$246K +$65.6K +2,290 +36%
EP
1491
Eudaimonia Partners
Tennessee
$245K -$27.9K -971 -10%
IFWM
1492
Institute for Wealth Management
Colorado
$245K +$36.2K +1,265 +17%
Financial Engines Advisors
1493
Financial Engines Advisors
California
$242K +$21.7K +756 +10%
WC
1494
Westhampton Capital
North Carolina
$242K +$65.4K +2,281 +37%
NP
1495
NorthRock Partners
Minnesota
$241K -$59.3K -2,071 -20%
SCA
1496
Snowden Capital Advisors
New York
$241K -$170K -5,936 -41%
PP
1497
PrairieView Partners
Minnesota
$240K +$230 +8 +0.1%
FI
1498
Fosun International
China
$239K -$173K -5,790 -42%
VPIM
1499
Vanguard Personalized Indexing Management
California
$239K +$239K +8,321 New
HVIA
1500
Hudson Valley Investment Advisors
New York
$238K +$9.4K +328 +4%
58 59
60
61 62