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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 %
CFG
1551
CKW Financial Group
Hawaii
$129K +$12.5K +500 +11%
LB
1552
Legacy Bridge
Iowa
$129K +$28.1K +1,100 +28%
PAI
1553
Pittenger & Anderson Inc
Nebraska
$125K -$25.5K -1,000 -17%
PMFA
1554
Plante Moran Financial Advisors
Michigan
$124K -$51.8K -2,022 -29%
RFA
1555
Reilly Financial Advisors
California
$124K +$9.6K +375 +8%
TH
1556
TCTC Holdings
Texas
$123K -$208K -8,100 -63%
LWS
1557
Lucia Wealth Services
California
$122K – – –
SWM
1558
Sugarloaf Wealth Management
Georgia
$121K +$48.7K +1,908 +67%
RIM
1559
Rockbridge Investment Management
New York
$121K +$121K +4,727 New
THWM
1560
Taylor Hoffman Wealth Management
Virginia
$121K +$121K +4,732 New
CWC
1561
Carolinas Wealth Consulting
North Carolina
$121K +$121K +4,733 New
SBL
1562
Sargent Bickham Lagudis
Colorado
$118K +$53K +2,074 +82%
SCM
1563
Silvant Capital Management
Georgia
$116K – – –
BDWM
1564
Brewin Dolphin Wealth Management
Ireland
$116K +$70.8K +2,767 +158%
SAM
1565
S.A. Mason
Michigan
$115K +$2.55K +100 +2%
PW
1566
Price Wealth
Texas
$114K -$898 -35 -0.8%
PWMG
1567
Prestige Wealth Management Group
New Jersey
$114K +$39.8K +1,561 +54%
PO
1568
Private Ocean
California
$111K -$23.4K -917 -17%
AWM
1569
Atticus Wealth Management
Florida
$111K +$24K +938 +28%
JFGIW
1570
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K -$34.9K -1,356 -24%
FANJ
1571
Financial Architects (New Jersey)
New Jersey
$110K +$3.44K +134 +3%
JGIA
1572
Jackson Grant Investment Advisers
Connecticut
$109K -$2.34K -91 -2%
CAC
1573
Certified Advisory Corp
Florida
$107K +$309 +12 +0.3%
CWP
1574
CFM Wealth Partners
Texas
$103K -$48.9K -1,924 -32%
AW
1575
Alpha Windward
Massachusetts
$101K -$9.39K -368 -9%
61 62
63
64 65