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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 %
WG
1576
Welch Group
Alabama
$228K +$228K +5,833 New
HPC
1577
Hobart Private Capital
North Carolina
$228K +$228K +5,832 New
VBFP
1578
Valtinson Bruner Financial Planning
Minnesota
$227K +$227K +5,363 New
OPA
1579
Old Port Advisors
Maine
$227K +$227K +5,807 New
BCI
1580
Brinker Capital Investments
Pennsylvania
$224K +$224K +5,735 New
PFGIA
1581
Patriot Financial Group Insurance Agency
Massachusetts
$223K +$58.4K +1,494 +36%
NFC
1582
Northeast Financial Consultants
Connecticut
$223K +$223K +5,701 New
IMF
1583
Infini Master Fund
Hong Kong
$222K +$222K +5,600 New
ICM
1584
Infini Capital Management
Hong Kong
$222K +$222K +5,600 New
WJA
1585
Willis Johnson & Associates
Texas
$221K +$221K +5,656 New
SHGA
1586
Sand Hill Global Advisors
California
$221K +$221K +5,663 New
NL
1587
NWAM LLC
Washington
$221K +$221K +5,667 New
NSB
1588
Norway Savings Bank
Maine
$220K -$12.3K -315 -5%
MIM
1589
MTM Investment Management
South Carolina
$220K +$220K +5,636 New
LW
1590
Linscomb Wealth
Texas
$219K +$219K +5,612 New
LFA
1591
Legacy Financial Advisors
Kentucky
$219K +$219K +5,612 New
BWA
1592
BDO Wealth Advisors
Florida
$218K +$191K +4,871 +696%
WA
1593
Wealth Architects
California
$217K +$217K +5,550 New
ATFA
1594
All Terrain Financial Advisors
Minnesota
$217K +$217K +5,550 New
SWA
1595
Sutton Wealth Advisors
Florida
$217K +$820 +21 +0.4%
SNBOSD
1596
Security National Bank of So Dak
Iowa
$216K +$216K +5,531 New
FHC
1597
First Heartland Consultants
Missouri
$216K +$216K +5,538 New
MJRIC
1598
Mogy Joel R Investment Counsel
California
$215K +$215K +5,500 New
OWA
1599
Opal Wealth Advisors
New York
$215K +$215K +5,503 New
KFP
1600
KMG Fiduciary Partners
Ohio
$215K +$215K +5,510 New
62 63
64
65 66