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Wells Fargo
WFC

Overview Fund Activity

1,935 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 715 increasing their positions, 877 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.5%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.68%
New
106
Increased
715
Reduced
877
Closed
107
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$753M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$267M
3
ClearBridge Investments
ClearBridge Investments
New York
+$196M
4
Goldman Sachs
Goldman Sachs
New York
+$151M
5
Victory Capital Management
Victory Capital Management
Texas
+$144M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.59B
2
Capital International Investors
Capital International Investors
California
-$1.18B
3
BlackRock
BlackRock
New York
-$456M
4
BBHC
Brown Brothers Harriman & Co
New York
-$413M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAN
1526
Financial Advisors Network
California
$372K -$26.6K -527 -7%
FDCC
1527
Foster Dykema Cabot & Co
Massachusetts
$372K -$10.2K -202 -3%
LCS
1528
Levin Capital Strategies
New York
$371K -$252K -5,000 -40%
BRWM
1529
B. Riley Wealth Management
Tennessee
$371K +$8.32K +165 +2%
TCOO
1530
Trust Company of Oklahoma
Oklahoma
$368K – – –
CB
1531
CNB Bank
Pennsylvania
$368K -$574K -11,371 -61%
GAB
1532
German American Bancorp
Indiana
$367K +$147K +2,922 +67%
IHL
1533
Investment House LLC
California
$366K -$304K -6,024 -45%
FIA
1534
Foundations Investment Advisors
Arizona
$366K +$39.7K +819 +12%
PWP
1535
Private Wealth Partners
California
$366K +$63.8K +1,264 +21%
CYG
1536
Clean Yield Group
Vermont
$365K -$44.3K -879 -11%
V
1537
VeraBank
Texas
$364K -$14.3K -283 -4%
W
1538
Wealthquest
Ohio
$364K – – –
OFW
1539
Omnia Family Wealth
Florida
$363K +$13.8K +274 +4%
SNBOSCI
1540
Security National Bank of Sioux City Iowa
Iowa
$362K +$85.8K +1,700 +31%
AW
1541
Avion Wealth
Texas
$361K +$361K +7,148 New
BWM
1542
Buckley Wealth Management
Nevada
$360K -$431K -8,531 -54%
BWP
1543
Bernardo Wealth Planning
Pennsylvania
$359K -$12.3K -245 -3%
SAA
1544
Southeast Asset Advisors
Georgia
$359K +$51.2K +1,013 +17%
GVAG
1545
Great Valley Advisor Group
Delaware
$356K +$19.4K +383 +6%
RP
1546
Rice Partnership
Hawaii
$356K +$356K +7,051 New
AHC
1547
Adell Harriman & Carpenter
Texas
$356K +$122K +2,415 +52%
ADBIC
1548
A.D. Beadell Investment Counsel
Wisconsin
$354K -$334K -6,625 -49%
NP
1549
NorthRock Partners
Minnesota
$354K +$354K +7,024 New
ACM
1550
Adalta Capital Management
New York
$353K -$1.53M -30,400 -81%
60 61
62
63 64