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Wells Fargo
WFC

Overview Fund Activity

1,745 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 632 increasing their positions, 816 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
-58
Holders Change %
-3.22%
% of All Funds
35.87%
Holding in Top 10
48
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-36%
% of All Funds
0.99%
New
170
Increased
632
Reduced
816
Closed
211
Calls
$1.82B
Puts
$2.06B
Net Calls
-$239M
Net Calls Change
+$134M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$433M
2
Dodge & Cox
Dodge & Cox
California
+$324M
3
BlackRock
BlackRock
New York
+$304M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.19B
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$451M
3
Franklin Resources
Franklin Resources
California
-$423M
4
Boston Partners
Boston Partners
Massachusetts
-$385M
5
NEAM
New England Asset Management
Connecticut
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
1476
Northwest Wealth Management
Iowa
$215K +$215K +8,402 New
SG
1477
StoneX Group
New York
$214K -$55.5K -2,166 -21%
PPSG
1478
Princeton Portfolio Strategies Group
New Jersey
$214K -$32.2K -1,259 -13%
PP
1479
PrairieView Partners
Minnesota
$214K +$307 +12 +0.1%
AWA
1480
Acorn Wealth Advisors
Michigan
$214K +$214K +8,376 New
MMG
1481
Monetary Management Group
Missouri
$213K -$49.5K -1,933 -19%
CFA
1482
Cahill Financial Advisors
Minnesota
$213K +$10.6K +413 +5%
HPCM
1483
High Pointe Capital Management
Illinois
$212K -$658K -25,690 -76%
CCM
1484
Cohen Capital Management
California
$212K – – –
JHP
1485
James Hambro & Partners
United Kingdom
$212K +$212K +8,284 New
PCS
1486
Personal CFO Solutions
New Jersey
$211K -$114K -4,458 -35%
BFO
1487
Boston Family Office
Massachusetts
$211K -$14.9K -583 -7%
TCB
1488
Texas Capital Bancshares
Texas
$211K -$8.68K -340 -4%
RIA
1489
Regal Investment Advisors
Michigan
$211K +$211K +8,249 New
CAM
1490
Claret Asset Management
Quebec, Canada
$210K -$25.2K -985 -11%
GSBTD
1491
Glenview State Bank Trust Department
Illinois
$210K – – –
Walleye Capital
1492
Walleye Capital
New York
$210K +$210K +8,219 New
IP
1493
Intellectus Partners
California
$209K +$14.2K +554 +7%
OC
1494
Oarsman Capital
Wisconsin
$209K +$209K +8,178 New
CCT
1495
Chemung Canal Trust
New York
$208K -$26.9K -1,051 -11%
NG
1496
Northstar Group
New York
$208K -$22.2K -865 -10%
POIA
1497
Pin Oak Investment Advisors
Texas
$208K +$12K +470 +6%
ME
1498
McIlrath & Eck
Washington
$208K +$32.2K +1,260 +18%
KFGK
1499
Keystone Financial Group (Kentucky)
Kentucky
$208K +$208K +8,113 New
EWA
1500
Exencial Wealth Advisors
Oklahoma
$207K +$207K +8,084 New
58 59
60
61 62