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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 %
VCAM
1526
Van Cleef Asset Management
Ohio
$253K +$253K +6,473 New
XSC
1527
X-Square Capital
Puerto Rico
$253K +$253K +6,476 New
EA
1528
Eclectic Associates
California
$253K +$253K +6,479 New
CFG
1529
CKW Financial Group
Hawaii
$252K – – –
PWA
1530
Phoenix Wealth Advisors
North Carolina
$252K – – –
TYCC
1531
Texas Yale Capital Corp
Florida
$251K -$148K -3,800 -37%
CS
1532
Comerica Securities
Michigan
$251K -$112K -2,867 -31%
VA
1533
Valmark Advisers
Ohio
$251K +$251K +6,418 New
SSB
1534
Sandy Spring Bank
Maryland
$250K -$202K -5,164 -45%
CCM
1535
Chiron Capital Management
Florida
$249K -$574K -14,700 -70%
TCWA
1536
Ten Capital Wealth Advisors
Washington
$247K – – –
CAC
1537
Certified Advisory Corp
Florida
$247K +$247K +6,305 New
MFW
1538
Mosaic Family Wealth
Missouri
$247K +$247K +6,333 New
HAS
1539
HBW Advisory Services
California
$247K +$247K +6,334 New
ACA
1540
Aptus Capital Advisors
Alabama
$246K -$52.8K -1,354 -18%
FRA
1541
Front Row Advisors
California
$246K +$19.5K +500 +9%
1IA
1542
1834 Investment Advisors
Wisconsin
$245K -$3.87K -99 -2%
DAC
1543
Dividend Assets Capital
South Carolina
$245K – – –
ICP
1544
Interchange Capital Partners
Pennsylvania
$244K +$13.2K +326 +6%
BWM
1545
BNC Wealth Management
Oregon
$243K +$243K +6,210 New
UBV
1546
United Bank (Virginia)
Virginia
$243K +$243K +6,219 New
RDWM
1547
Red Door Wealth Management
Tennessee
$242K -$31.3K -800 -11%
SICM
1548
Sustainable Insight Capital Management
New York
$242K +$242K +6,200 New
CCG
1549
Cypress Capital Group
Florida
$241K -$282K -7,238 -54%
CAM
1550
Campion Asset Management
Virginia
$241K +$241K +6,180 New
60 61
62
63 64