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Wells Fargo
WFC

Overview Fund Activity

2,091 hedge funds and large institutions have $169B invested in Wells Fargo in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 707 increasing their positions, 883 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,091
Holders Change
+156
Holders Change %
+8.06%
% of All Funds
41.29%
Holding in Top 10
131
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.38%
% of All Funds
2.59%
New
264
Increased
707
Reduced
883
Closed
80
Calls
$2.19B
Puts
$2.99B
Net Calls
-$795M
Net Calls Change
-$811M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$741M
3
AAMU
Amundi Asset Management US
Massachusetts
+$416M
4
Millennium Management
Millennium Management
New York
+$389M
5
Morgan Stanley
Morgan Stanley
New York
+$308M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.97B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$680M
3
Franklin Resources
Franklin Resources
California
-$544M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$522M
5
BlackRock
BlackRock
New York
-$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
NQWM
1626
Northwest Quadrant Wealth Management
Oregon
$386K -$49.4K -922 -11%
V
1627
VeraBank
Texas
$385K -$3.61K -67 -0.9%
AW
1628
Avion Wealth
Texas
$385K – – –
OWA
1629
One Wealth Advisors
California
$385K +$89.5K +1,664 +30%
PIM
1630
Penobscot Investment Management
Massachusetts
$384K -$26.9K -500 -7%
BWM
1631
Buckley Wealth Management
Nevada
$384K – – –
SAA
1632
Southeast Asset Advisors
Georgia
$383K +$162 +3 +0%
CYG
1633
Clean Yield Group
Vermont
$382K -$7.54K -140 -2%
DA
1634
Doliver Advisors
Texas
$381K -$26.2K -488 -6%
WC
1635
Weil Company
California
$381K +$44.4K +824 +13%
DIA
1636
Dean Investment Associates
Ohio
$380K -$51.2K -951 -12%
MCM
1637
Murphy Capital Management
New Jersey
$379K -$34.9K -650 -8%
22CM
1638
20/20 Capital Management
California
$378K +$378K +7,877 New
ADBIC
1639
A.D. Beadell Investment Counsel
Wisconsin
$377K – – –
ACM
1640
Adalta Capital Management
New York
$377K – – –
PCFFS
1641
Pacific Center for Financial Services
California
$376K +$50.8K +944 +16%
GVAG
1642
Great Valley Advisor Group
Delaware
$375K -$4.58K -85 -1%
HFP
1643
Holistic Financial Partners
Indiana
$375K +$78.3K +1,454 +26%
KA
1644
Kovack Advisors
Florida
$374K -$44.2K -820 -11%
LRPA
1645
L. Roy Papp & Associates
Arizona
$374K +$861 +16 +0.2%
NFG
1646
Nations Financial Group
Iowa
$374K +$61.7K +1,146 +20%
WG
1647
Welch Group
Alabama
$372K +$66.5K +1,236 +22%
SAM
1648
Secure Asset Management
Michigan
$370K +$370K +6,883 New
FCFS
1649
First Command Financial Services
Texas
$369K -$2.58K -48 -0.7%
FCB
1650
First Command Bank
Texas
$369K -$2.58K -48 -0.7%
64 65
66
67 68