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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 %
GAM
1651
Gemmer Asset Management
California
$84K -$11.8K -411 -12%
BWL
1652
Bogart Wealth LLC
Virginia
$83K – – –
PWMG
1653
Prestige Wealth Management Group
New Jersey
$83K +$13.4K +469 +19%
CFO
1654
CVA Family Office
Colorado
$83K +$83K +2,903 New
SWM
1655
Sugarloaf Wealth Management
Georgia
$81K -$1.06K -37 -1%
IF
1656
Ironwood Financial
Arizona
$81K – – –
GSWM
1657
Golden State Wealth Management
California
$81K +$81K +2,832 New
WB
1658
West Bancorporation
Iowa
$80K -$2.28K -79 -3%
PP
1659
Pacifica Partners
Canada
$80K +$7.76K +270 +11%
CAL
1660
Capital Analysts LLC
Pennsylvania
$78K +$1.43K +50 +2%
TRCT
1661
Tower Research Capital (TRC)
New York
$77K +$77K +2,695 New
FP
1662
Financial Perspectives
Minnesota
$76.6K – – –
WAS
1663
Winch Advisory Services
Wisconsin
$76K +$948 +33 +1%
AA
1664
Advisory Alpha
Michigan
$74.9K +$14.3K +539 +24%
ACA
1665
Atlas Capital Advisors
Wyoming
$74.6K -$45.9K -1,600 -38%
BCA
1666
Berman Capital Advisors
Georgia
$74K -$186K -6,711 -72%
CA
1667
Centerpoint Advisors
Massachusetts
$74K -$13.4K -470 -15%
HB
1668
Horizon Bancorp
Indiana
$73K -$120K -4,170 -62%
SBL
1669
Sargent Bickham Lagudis
Colorado
$73K -$42.9K -1,493 -37%
DOA
1670
D'Orazio & Associates
Virginia
$73K +$143 +5 +0.2%
FCM
1671
Firestone Capital Management
Florida
$71K -$5.74K -200 -7%
AFIA
1672
America First Investment Advisors
Nebraska
$69K – – –
CAGAS
1673
Capital Advisory Group Advisory Services
Minnesota
$69K +$69K +2,437 New
TCM
1674
Tradewinds Capital Management
Washington
$66K -$10.3K -357 -13%
LFG
1675
LifePlan Financial Group
Ohio
$66K – – –
65 66
67
68 69