WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,803 hedge funds and large institutions have $87.2B invested in Wells Fargo in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 703 increasing their positions, 831 reducing their positions, and 388 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,803
Holders Change
-288
Holders Change %
-13.77%
% of All Funds
39.83%
Holding in Top 10
75
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-42.75%
% of All Funds
1.66%
New
126
Increased
703
Reduced
831
Closed
388
Calls
$1.27B
Puts
$1.64B
Net Calls
-$373M
Net Calls Change
+$422M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$446M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$437M
3
Charles Schwab
Charles Schwab
California
+$272M
4
Dodge & Cox
Dodge & Cox
California
+$175M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$168M

Top Sellers

1
DAM
Davis Asset Management
California
-$40.2B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
3
CSIA
Charles Schwab Investment Advisory
California
-$444M
4
Capital International Investors
Capital International Investors
California
-$354M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
1626
Financial Architects (New Jersey)
New Jersey
$119K -$51.8K -1,810 -30%
CAC
1627
Certified Advisory Corp
Florida
$119K +$37.6K +1,308 +46%
PFGIA
1628
Patriot Financial Group Insurance Agency
Massachusetts
$116K +$39.1K +1,365 +51%
BWA
1629
BDO Wealth Advisors
Florida
$116K +$60.4K +2,100 +109%
LB
1630
Legacy Bridge
Iowa
$113K -$151K -5,259 -57%
HWA
1631
Heritage Wealth Advisors
Virginia
$109K -$23.5K -819 -18%
SQA
1632
Simon Quick Advisors
New Jersey
$107K -$48.9K -1,706 -31%
TWA
1633
TCI Wealth Advisors
Arizona
$107K -$19.9K -691 -16%
FWM
1634
Focused Wealth Management
New York
$107K +$2.9K +101 +3%
EWM
1635
Edge Wealth Management
New York
$107K +$107K +3,716 New
CCA
1636
Column Capital Advisors
Indiana
$104K +$5.12K +178 +5%
CYG
1637
Clean Yield Group
Vermont
$102K -$102K -3,550 -50%
Kayne Anderson Rudnick Investment Management
1638
Kayne Anderson Rudnick Investment Management
California
$102K – – –
FFC
1639
First Financial Corp
Indiana
$100K -$19.4K -674 -16%
GCM
1640
Grisanti Capital Management
New York
$100K +$100K +3,500 New
AWM
1641
Atticus Wealth Management
Florida
$98K -$69.2K -2,407 -41%
AP
1642
Arlington Partners
Alabama
$98K – – –
VCM
1643
Versant Capital Management
Arizona
$97K +$44.8K +1,575 +86%
KFI
1644
Key Financial Inc
Pennsylvania
$96K +$96K +3,210 New
RWA
1645
Ropes Wealth Advisors
Massachusetts
$94K -$126K -4,410 -57%
LFG
1646
Larson Financial Group
Missouri
$91K +$63.7K +2,216 +233%
CII
1647
Capital International Inc
California
$90K +$2.82K +98 +3%
WCG
1648
Weaver Consulting Group
California
$89K -$29.1K -1,009 -25%
BFC
1649
Bedel Financial Consulting
Indiana
$89K +$690 +24 +0.8%
M
1650
MOTCO
Texas
$85K -$33.9K -1,175 -29%
64 65
66
67 68