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Wells Fargo
WFC

Overview Fund Activity

1,864 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 243 funds opening new positions, 675 increasing their positions, 714 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+115
Holders Change %
+6.58%
% of All Funds
32.82%
Holding in Top 10
104
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.3%
% of All Funds
1.83%
New
243
Increased
675
Reduced
714
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$267M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$877M
3
DZ Bank
DZ Bank
Germany
+$510M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
5
American Century Companies
American Century Companies
Missouri
+$370M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.02B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$743M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$390M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$370M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
1501
Vicus Capital
Pennsylvania
$271K -$34.8K -892 -11%
JWBC
1502
John W. Brooker & Co
California
$270K -$135K -3,452 -33%
HFA
1503
HC Financial Advisors
California
$269K -$12.7K -326 -5%
PB
1504
Pinnacle Bancorp
Nebraska
$269K -$12.3K -315 -4%
BFWA
1505
Benchmark Financial Wealth Advisors
Florida
$269K +$269K +6,875 New
VST
1506
Van Strum & Towne
California
$267K -$78.2K -2,000 -23%
TF
1507
Tompkins Financial
New York
$267K -$41.9K -1,074 -14%
SXL
1508
Summit X LLC
Missouri
$267K +$267K +6,800 New
FB
1509
First Bancorp
Maine
$267K +$267K +6,831 New
EWM
1510
Edge Wealth Management
New York
$266K +$209K +5,355 +370%
TFF
1511
The Family Firm
Maryland
$265K +$78 +2 +0%
WBC
1512
West Branch Capital
Massachusetts
$265K +$265K +6,789 New
TTWM
1513
TCV Trust & Wealth Management
Virginia
$264K +$264K +6,738 New
SIG
1514
Sky Investment Group
Connecticut
$263K -$23.2K -595 -8%
AWM
1515
Altavista Wealth Management
North Carolina
$262K – – –
HKIM
1516
Hayek Kallen Investment Management
Alabama
$261K -$10.7K -274 -4%
LCS
1517
Levin Capital Strategies
New York
$261K -$3.91K -100 -1%
HR
1518
Hardy Reed
Mississippi
$260K -$976 -25 -0.4%
SAM
1519
Security Asset Management
New York
$258K +$258K +6,600 New
ZB
1520
Zions Bancorporation
Utah
$257K +$16.7K +426 +7%
DWM
1521
Denver Wealth Management
Colorado
$257K +$257K +5,300 New
TWP
1522
Tempus Wealth Planning
California
$255K +$255K +6,523 New
CCP
1523
Clarkston Capital Partners
Michigan
$254K +$254K +6,510 New
EWA
1524
ERTS Wealth Advisors
Michigan
$254K +$254K +6,512 New
TCOO
1525
Trust Company of Oklahoma
Oklahoma
$254K -$54.7K -1,400 -18%
59 60
61
62 63