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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 %
BONST
1601
Bank of Nova Scotia Trust
Ontario, Canada
$214K -$78.3K -2,005 -27%
SGI
1602
Summit Global Investments
Utah
$214K +$214K +5,466 New
MPCG
1603
Matrix Private Capital Group
New York
$214K +$214K +5,476 New
AC
1604
Athanor Capital
New York
$213K -$1.93M -49,577 -90%
KWM
1605
Keebeck Wealth Management
Illinois
$212K +$212K +5,419 New
RW
1606
REDW Wealth
New Mexico
$212K +$212K +5,421 New
AB
1607
Atlas Brown
Kentucky
$212K +$212K +5,437 New
PCH
1608
PGIM Custom Harvest
New Jersey
$211K +$211K +5,403 New
SAMT
1609
Select Asset Management & Trust
Pennsylvania
$211K +$211K +5,411 New
BFO
1610
Boston Family Office
Massachusetts
$211K +$211K +5,417 New
FHC
1611
First Horizon Corporation
Tennessee
$210K – – –
ET
1612
Equitable Trust
Tennessee
$210K +$210K +5,368 New
ACM
1613
AlphaStar Capital Management
North Carolina
$210K +$210K +5,368 New
RCG
1614
Rock Creek Group
District of Columbia
$209K -$138K -3,523 -40%
B
1615
Bailard
California
$208K +$208K +5,316 New
BFPW
1616
BOK Financial Private Wealth
Colorado
$208K +$208K +5,328 New
CC
1617
Constitution Capital
Connecticut
$207K +$207K +5,300 New
CG
1618
CFO4Life Group
Texas
$206K +$206K +5,269 New
RIM
1619
Rockbridge Investment Management
New York
$205K +$2.39K +61 +1%
PCP
1620
Proficio Capital Partners
Massachusetts
$205K +$205K +5,242 New
TCM
1621
Traynor Capital Management
Pennsylvania
$204K -$122K -3,132 -37%
CT
1622
Coastline Trust
Rhode Island
$204K +$204K +5,221 New
GSBTD
1623
Glenview State Bank Trust Department
Illinois
$203K +$203K +5,210 New
NQWM
1624
Northwest Quadrant Wealth Management
Oregon
$202K +$202K +5,164 New
FM
1625
Family Management
New York
$202K +$202K +5,173 New
63 64
65
66 67