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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 %
VCM
1576
Versant Capital Management
Arizona
$99K +$12.2K +478 +14%
RWB
1577
RMR Wealth Builders
New Jersey
$99K +$99K +3,884 New
ATC
1578
Adirondack Trust Company
New York
$98K -$10.6K -437 -10%
WCG
1579
Weaver Consulting Group
California
$98K +$19.1K +748 +24%
FWM
1580
Focused Wealth Management
New York
$95K +$51 +2 +0.1%
VC
1581
Veracity Capital
Georgia
$95K +$81.9K +47,233 +625%
ACM
1582
AUA Capital Management
Pennsylvania
$92K -$50.1K -1,959 -35%
Kayne Anderson Rudnick Investment Management
1583
Kayne Anderson Rudnick Investment Management
California
$91K – – –
AP
1584
Arlington Partners
Alabama
$88K – – –
EFSCE
1585
Enterprise Financial Services Corp (EFSC)
Missouri
$87K -$20.9K -811 -19%
BWL
1586
Bogart Wealth LLC
Virginia
$87K +$13K +507 +18%
PFGIA
1587
Patriot Financial Group Insurance Agency
Massachusetts
$86K -$17.4K -680 -17%
PCIA
1588
Prime Capital Investment Advisors
Kansas
$86K +$46.9K +1,823 +120%
NIM
1589
NuWave Investment Management
New Jersey
$85K -$70.6K -2,631 -45%
SIAS
1590
Shine Investment Advisory Services
Colorado
$85K -$51.7K -2,009 -38%
JWM
1591
Janiczek Wealth Management
Colorado
$83K +$25.9K +1,010 +45%
WPA
1592
West Paces Advisors
Georgia
$82.4K -$25.9K -1,010 -24%
CAGAS
1593
Capital Advisory Group Advisory Services
Minnesota
$79K +$16.5K +644 +26%
BWA
1594
BDO Wealth Advisors
Florida
$78K -$25.1K -983 -24%
CFD
1595
Creative Financial Designs
Indiana
$78K +$78K +3,055 New
TWA
1596
TCI Wealth Advisors
Arizona
$76K -$19.9K -772 -21%
FMB
1597
Field & Main Bank
Kentucky
$76K +$76K +2,955 New
SQA
1598
Simon Quick Advisors
New Jersey
$75K -$20.2K -793 -21%
M
1599
MOTCO
Texas
$75K -$76 -3 -0.1%
CYG
1600
Clean Yield Group
Vermont
$73K -$17.9K -700 -20%
62 63
64
65 66