WFC icon

Wells Fargo
WFC

Overview Fund Activity

2,091 hedge funds and large institutions have $169B invested in Wells Fargo in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 707 increasing their positions, 883 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,091
Holders Change
+156
Holders Change %
+8.06%
% of All Funds
41.29%
Holding in Top 10
131
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.38%
% of All Funds
2.59%
New
264
Increased
707
Reduced
883
Closed
80
Calls
$2.19B
Puts
$2.99B
Net Calls
-$795M
Net Calls Change
-$811M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$741M
3
AAMU
Amundi Asset Management US
Massachusetts
+$416M
4
Millennium Management
Millennium Management
New York
+$389M
5
Morgan Stanley
Morgan Stanley
New York
+$308M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.97B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$680M
3
Franklin Resources
Franklin Resources
California
-$544M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$522M
5
BlackRock
BlackRock
New York
-$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
1501
NWAM LLC
Washington
$491K +$168K +3,133 +52%
CFFP
1502
Center for Financial Planning
Michigan
$489K +$489K +9,081 New
CWM
1503
Chesapeake Wealth Management
Virginia
$488K – – –
VST
1504
Van Strum & Towne
California
$487K -$9.69K -180 -2%
ACM
1505
Alpha Capital Management
Texas
$487K – – –
DAC
1506
Dividend Assets Capital
South Carolina
$486K -$5.38K -100 -1%
WHRC
1507
W.H. Reaves & Co
New Jersey
$486K – – –
WDL
1508
Well Done LLC
Michigan
$486K +$592 +11 +0.1%
DWM
1509
Dakota Wealth Management
Florida
$483K +$483K +8,970 New
CIA
1510
CSat Investment Advisory
Michigan
$482K +$69.9K +1,299 +17%
TI
1511
Tidal Investments
Wisconsin
$480K +$70.1K +1,303 +17%
I2I
1512
Insight 2811 Inc
Illinois
$477K -$56.3K -1,046 -11%
EM
1513
ELCO Management
New York
$477K -$34.7K -645 -7%
MWM
1514
MorganRosel Wealth Management
Colorado
$476K – – –
WP
1515
WMS Partners
Maryland
$473K -$28.7K -533 -6%
OCM
1516
One Capital Management
California
$472K +$48.9K +910 +12%
CA
1517
Claro Advisors
Massachusetts
$471K +$1.4K +26 +0.3%
CA
1518
Cornerstone Advisory
Maryland
$470K -$38.5K -717 -8%
PGIM
1519
Pacific Global Investment Management
California
$470K -$2.91K -54 -0.6%
ICM
1520
Islay Capital Management
Texas
$468K +$468K +8,700 New
CWM
1521
Cahaba Wealth Management
Georgia
$467K -$23.5K -437 -5%
WA
1522
Wealth Architects
California
$466K -$48.3K -899 -9%
FG
1523
FSI Group
Ohio
$462K -$6.57M -122,128 -93%
TCB
1524
Texas Capital Bancshares
Texas
$462K -$1.18K -22 -0.3%
SIC
1525
Samalin Investment Counsel
New York
$462K +$462K +8,604 New
59 60
61
62 63