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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 %
NDSI
1626
Newman Dignan & Sheerar Inc
Rhode Island
$201K +$201K +5,140 New
CFO
1627
CVA Family Office
Colorado
$200K +$122K +3,116 +156%
VAM
1628
Vontobel Asset Management
New York
$200K +$200K +5,215 New
SFO
1629
Standard Family Office
South Dakota
$196K -$54.8K -1,400 -22%
CCG
1630
Ceeto Capital Group
Florida
$195K – – –
LB
1631
Legacy Bridge
Iowa
$188K – – –
WOC
1632
West Oak Capital
California
$188K +$159K +4,050 +540%
ACM
1633
AUA Capital Management
Pennsylvania
$183K – – –
ARMC
1634
American Research & Management Company
Massachusetts
$180K -$47.6K -1,217 -21%
LJHT
1635
Laurie J. Hall Trustee
$179K – – –
SCM
1636
Silvant Capital Management
Georgia
$177K – – –
GSAM
1637
Grant Street Asset Management
Pennsylvania
$176K +$86.6K +2,215 +97%
WAM
1638
Wolverine Asset Management
Illinois
$174K -$202K -5,182 -54%
AIM
1639
Arcadia Investment Management
Michigan
$172K +$16.6K +425 +11%
RFA
1640
Reilly Financial Advisors
California
$171K +$3.52K +90 +2%
SFSIG
1641
San Francisco Sentry Investment Group
California
$171K +$154K +3,945 +922%
HIIFS
1642
Harel Insurance Investments & Financial Services
Israel
$170K -$957K -10,036 -85%
S
1643
Seeyond
France
$169K -$760K -19,524 -82%
GWSG
1644
GPS Wealth Strategies Group
Colorado
$167K +$167K +4,281 New
HC
1645
Hoese & Co
Minnesota
$165K +$165K +4,212 New
CHC
1646
City Holding Co
West Virginia
$164K +$15.8K +405 +11%
WWM
1647
Wolff Wiese Magana
California
$164K +$99.6K +2,550 +155%
PWMG
1648
Prestige Wealth Management Group
New Jersey
$162K +$56.3K +1,441 +53%
FCA
1649
FinTrust Capital Advisors
South Carolina
$161K -$20.6K -529 -11%
TFS
1650
TrustCore Financial Services
Tennessee
$159K +$15.9K +406 +11%
64 65
66
67 68