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Wells Fargo
WFC

Overview Fund Activity

1,935 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 715 increasing their positions, 877 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.5%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.68%
New
106
Increased
715
Reduced
877
Closed
107
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$753M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$267M
3
ClearBridge Investments
ClearBridge Investments
New York
+$196M
4
Goldman Sachs
Goldman Sachs
New York
+$151M
5
Victory Capital Management
Victory Capital Management
Texas
+$144M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.59B
2
Capital International Investors
Capital International Investors
California
-$1.18B
3
BlackRock
BlackRock
New York
-$456M
4
BBHC
Brown Brothers Harriman & Co
New York
-$413M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1651
Lyell Wealth Management
California
$283K – – –
DDPIC
1652
Deroy & Devereaux Private Investment Counsel
Michigan
$280K – – –
HR
1653
Hardy Reed
Mississippi
$280K – – –
KFGK
1654
Keystone Financial Group (Kentucky)
Kentucky
$279K -$6.71K -133 -2%
HTHT
1655
Hemenway Trust Hemenway Trust
New Hampshire
$279K +$279K +5,532 New
HFP
1656
Holistic Financial Partners
Indiana
$278K -$63.8K -1,265 -19%
UWPG
1657
Ullmann Wealth Partners Group
Florida
$278K – – –
BP
1658
BBR Partners
New York
$278K +$4.33K +86 +2%
PMFA
1659
Plante Moran Financial Advisors
Michigan
$277K -$46.5K -920 -14%
OWA
1660
One Wealth Advisors
California
$277K -$43.2K -856 -13%
SC
1661
Saybrook Capital
North Carolina
$277K – – –
PFO
1662
Pathstone Family Office
New Jersey
$276K -$618K -12,200 -69%
FAG
1663
Financial Advisory Group
Texas
$276K +$2.52K +50 +0.9%
JHP
1664
James Hambro & Partners
United Kingdom
$274K +$274K +5,426 New
CCFCSB
1665
Cape Cod Five Cents Savings Bank
Massachusetts
$273K -$25.3K -500 -8%
WWM
1666
Willingdon Wealth Management
North Carolina
$273K +$4.08K +81 +2%
WPIC
1667
White Pine Investment Company
Michigan
$273K +$8.26K +164 +3%
HFA
1668
Huber Financial Advisors
Illinois
$272K – – –
WI
1669
Wintrust Investments
Illinois
$271K +$53.8K +1,068 +25%
SWM
1670
Stockman Wealth Management
Montana
$270K – – –
MC
1671
Miramar Capital
Illinois
$270K +$2.88K +57 +1%
TIA
1672
Tiemann Investment Advisors
California
$269K -$101K -1,996 -27%
HIC
1673
Harvey Investment Company
Kentucky
$269K – – –
BKA
1674
Brick & Kyle Associates
Pennsylvania
$268K -$5.17K -100 -2%
BCM
1675
BTC Capital Management
Iowa
$267K – – –
65 66
67
68 69