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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 %
CFD
1651
Creative Financial Designs
Indiana
$158K -$30.7K -784 -16%
BFC
1652
Bedel Financial Consulting
Indiana
$157K +$96.3K +2,458 +159%
ACA
1653
Atlas Capital Advisors
Wyoming
$156K +$68.4K +1,751 +78%
HR
1654
Howe & Rusling
New York
$156K +$3.76K +96 +2%
PFA
1655
Professional Financial Advisors
Nebraska
$154K +$391 +10 +0.3%
HFM
1656
Harvest Fund Management
China
$154K +$144K +3,699 +1,385%
PO
1657
Private Ocean
California
$153K -$37.3K -958 -20%
OC
1658
Oakworth Capital
Alabama
$153K +$81.5K +2,078 +114%
JWM
1659
Janiczek Wealth Management
Colorado
$151K +$19K +487 +14%
CWC
1660
Carolinas Wealth Consulting
North Carolina
$148K -$11.2K -287 -7%
FCFS
1661
First Command Financial Services
Texas
$146K -$1.64K -42 -1%
FCB
1662
First Command Bank
Texas
$146K -$1.64K -42 -1%
PFBT
1663
Parkside Financial Bank & Trust
Missouri
$146K +$5.5K +140 +4%
WWM
1664
Wagner Wealth Management
South Carolina
$146K +$146K +3,737 New
APC
1665
Aspire Private Capital
North Carolina
$144K – – –
SC
1666
Sierra Capital
Florida
$142K +$142K +3,643 New
KTC
1667
Kistler-Tiffany Companies
Pennsylvania
$141K +$78 +2 +0.1%
TCM
1668
Tradewinds Capital Management
Washington
$139K -$19.5K -499 -12%
GEA
1669
Glen Eagle Advisors
New Jersey
$138K +$107K +2,734 +348%
FWM
1670
Focused Wealth Management
New York
$137K – – –
OIA
1671
Optimum Investment Advisors
Illinois
$136K +$15.7K +400 +13%
ACM
1672
Allred Capital Management
Texas
$135K +$135K +3,467 New
GC
1673
Garde Capital
Washington
$135K -$468 -12 -0.3%
AP
1674
Arlington Partners
Alabama
$134K – – –
Kayne Anderson Rudnick Investment Management
1675
Kayne Anderson Rudnick Investment Management
California
$133K – – –
65 66
67
68 69