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Wells Fargo
WFC

Overview Fund Activity

1,611 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 540 increasing their positions, 816 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-134
Holders Change %
-7.68%
% of All Funds
32.59%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
102
Increased
540
Reduced
816
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$649M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$422M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$367M
5
Citadel Advisors
Citadel Advisors
Florida
+$346M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.59B
2
LP
Longview Partners
Guernsey
-$663M
3
Franklin Resources
Franklin Resources
California
-$357M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$316M
5
Deutsche Bank
Deutsche Bank
Germany
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
1476
Prestige Wealth Management Group
New Jersey
$60K -$44.6K -1,905 -43%
DOA
1477
D'Orazio & Associates
Virginia
$60K +$47 +2 +0.1%
SLF
1478
Sun Life Financial
Ontario, Canada
$58K -$302K -12,790 -84%
FCM
1479
Firestone Capital Management
Florida
$58K -$937 -40 -2%
AFIA
1480
America First Investment Advisors
Nebraska
$57K – – –
SBL
1481
Sargent Bickham Lagudis
Colorado
$56K -$51.6K -2,212 -48%
GCM
1482
Gables Capital Management
Florida
$56K – – –
HB
1483
Horizon Bancorp
Indiana
$55K – – –
LFG
1484
LifePlan Financial Group
Ohio
$54K – – –
AWM
1485
AllSquare Wealth Management
New York
$54K – – –
NFSG
1486
Newbridge Financial Services Group
Florida
$54K +$54K +2,298 New
RIA
1487
RPG Investment Advisory
California
$50K – – –
FFC
1488
First Financial Corp
Indiana
$48K -$1.15K -49 -2%
CFN
1489
Cordasco Financial Network
Florida
$48K +$12.5K +531 +35%
NL
1490
NVWM LLC
Pennsylvania
$47K – – –
CFO
1491
CVA Family Office
Colorado
$47K +$23.5K +1,000 +100%
BWA
1492
BDO Wealth Advisors
Florida
$46K -$25.9K -1,100 -36%
PWM
1493
Provident Wealth Management
Tennessee
$45K +$45K +1,900 New
LTI
1494
Laffer Tengler Investments
Tennessee
$44.7K +$44.7K +1,903 New
PIA
1495
Powell Investment Advisors
Florida
$44K -$134K -5,744 -75%
PP
1496
Pacifica Partners
Canada
$44K +$9.35K +400 +27%
OC
1497
Oakworth Capital
Alabama
$43K -$88.7K -3,740 -67%
SGAM
1498
Smith Group Asset Management
Texas
$43K +$5.94K +250 +16%
Millennium Management
1499
Millennium Management
New York
$42.8K +$12K +508,814 +39%
DWA
1500
Dougherty Wealth Advisers
Minnesota
$42K -$76.3K -3,248 -65%
58 59
60
61 62