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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 %
BFC
1601
Bedel Financial Consulting
Indiana
$72K -$7.59K -295 -10%
HWA
1602
Heritage Wealth Advisors
Virginia
$71.6K -$25.6K -1,000 -26%
BL
1603
Balentine LLC
Georgia
$71K -$77.3K -3,009 -52%
WB
1604
West Bancorporation
Iowa
$71K – – –
CAL
1605
Capital Analysts LLC
Pennsylvania
$71K +$847 +33 +1%
WAS
1606
Winch Advisory Services
Wisconsin
$69K +$1.23K +48 +2%
GEA
1607
Glen Eagle Advisors
New Jersey
$69K -$43.5K -1,700 -39%
FP
1608
Financial Perspectives
Minnesota
$68.3K – – –
MPWT
1609
MassMutual Private Wealth & Trust
Connecticut
$68K +$35.1K +1,362 +106%
IF
1610
Ironwood Financial
Arizona
$67K -$5.08K -198 -7%
DOA
1611
D'Orazio & Associates
Virginia
$65K +$178 +7 +0.3%
FCM
1612
Firestone Capital Management
Florida
$64K +$1.02K +40 +2%
CCA
1613
Column Capital Advisors
Indiana
$62K -$29.4K -1,162 -32%
AFIA
1614
America First Investment Advisors
Nebraska
$62K – – –
GCM
1615
Gables Capital Management
Florida
$61K +$9.58K +377 +19%
HB
1616
Horizon Bancorp
Indiana
$60K -$4.53K -178 -7%
LFG
1617
LifePlan Financial Group
Ohio
$59K – – –
AWM
1618
AllSquare Wealth Management
New York
$59K +$53.9K +2,100 +1,050%
ACA
1619
Atlas Capital Advisors
Wyoming
$57.6K -$8.96K -350 -13%
EWA
1620
Evolution Wealth Advisors
Florida
$56K +$49.5K +1,946 +760%
FFC
1621
First Financial Corp
Indiana
$54K -$35.5K -1,380 -40%
RIA
1622
RPG Investment Advisory
California
$54K – – –
TCM
1623
Tradewinds Capital Management
Washington
$53K -$5.23K -206 -9%
CAM
1624
CenterStar Asset Management
Illinois
$53K -$1.44M – –
APWA
1625
Atlas Private Wealth Advisors
New Jersey
$53K +$53K +2,071 New
63 64
65
66 67