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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 %
NP
1501
NorthRock Partners
Minnesota
$206K -$9.34K -365 -4%
FI
1502
Fosun International
China
$206K – – –
BFIC
1503
Bedell Frazier Investment Counselling
California
$206K +$206K +8,054 New
CFG
1504
Cooper Financial Group
California
$205K -$31.2K -1,217 -13%
WCM
1505
Washington Capital Management
Washington
$205K – – –
PB
1506
Pinnacle Bancorp
Nebraska
$204K -$28.8K -1,125 -12%
AWM
1507
Absher Wealth Management
North Carolina
$204K -$7.82K -305 -4%
NQWM
1508
Northwest Quadrant Wealth Management
Oregon
$203K -$12.4K -483 -6%
FIM
1509
Fruth Investment Management
Texas
$203K -$2.56K -100 -1%
WCM
1510
Wedge Capital Management
North Carolina
$203K +$203K +7,941 New
WSTAM
1511
Wilbanks Smith & Thomas Asset Management
Virginia
$202K -$58.2K -2,273 -22%
PL
1512
Plancorp LLC
Missouri
$202K +$7.41K +290 +4%
HVIA
1513
Hudson Valley Investment Advisors
New York
$201K -$11.6K -454 -5%
MSA
1514
Marino Stram & Associates
Massachusetts
$200K -$134K -5,213 -40%
TFS
1515
TrustCore Financial Services
Tennessee
$200K +$16.5K +642 +9%
EP
1516
Eudaimonia Partners
Tennessee
$195K -$23.7K -923 -11%
PIA
1517
Powell Investment Advisors
Florida
$195K +$1.23K +48 +0.6%
BW
1518
Bison Wealth
Georgia
$194K -$27.9K -1,092 -13%
JWA
1519
JFS Wealth Advisors
Pennsylvania
$188K +$71.8K +2,809 +62%
NSB
1520
Norway Savings Bank
Maine
$186K -$11.8K -460 -6%
AW
1521
Avion Wealth
Texas
$183K – – –
BCA
1522
Bray Capital Advisors
Florida
$183K +$385 +15 +0.2%
HI
1523
Hendershot Investments
Virginia
$183K +$9.67K +378 +6%
PFO
1524
Pathstone Family Office
New Jersey
$180K +$10.9K +424 +6%
LFG
1525
Larson Financial Group
Missouri
$180K +$99.1K +3,881 +123%
59 60
61
62 63