WFC icon

Wells Fargo
WFC

Overview Fund Activity

2,091 hedge funds and large institutions have $169B invested in Wells Fargo in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 707 increasing their positions, 883 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,091
Holders Change
+156
Holders Change %
+8.06%
% of All Funds
41.29%
Holding in Top 10
131
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.38%
% of All Funds
2.59%
New
264
Increased
707
Reduced
883
Closed
80
Calls
$2.19B
Puts
$2.99B
Net Calls
-$795M
Net Calls Change
-$811M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$741M
3
AAMU
Amundi Asset Management US
Massachusetts
+$416M
4
Millennium Management
Millennium Management
New York
+$389M
5
Morgan Stanley
Morgan Stanley
New York
+$308M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.97B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$680M
3
Franklin Resources
Franklin Resources
California
-$544M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$522M
5
BlackRock
BlackRock
New York
-$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
1676
&Partners
Tennessee
$340K – – –
OFS
1677
OneAscent Financial Services
Alabama
$340K +$340K +6,314 New
MJP
1678
Michael J. Puzo
$339K -$10.8K -200 -3%
JLBC
1679
J.L. Bainbridge & Co
Florida
$339K – – –
HTHT
1680
Hemenway Trust Hemenway Trust
New Hampshire
$339K +$41K +762 +14%
ATFA
1681
All Terrain Financial Advisors
Minnesota
$338K – – –
SBSB
1682
Sullivan, Bruyette, Speros & Blaney
Virginia
$337K -$87.1K -1,618 -21%
MCM
1683
McRae Capital Management
New Jersey
$337K – – –
AWM
1684
Aevitas Wealth Management
Massachusetts
$336K -$51.5K -879 -13%
CWM
1685
Confluence Wealth Management
Oregon
$336K – – –
SWA
1686
Stratos Wealth Advisors
Ohio
$335K -$899K -16,704 -73%
SXL
1687
Summit X LLC
Missouri
$335K -$7.45K -140 -2%
BWA
1688
Burt Wealth Advisors
Maryland
$333K – – –
TFS
1689
TrustCore Financial Services
Tennessee
$333K +$14.1K +261 +4%
CA
1690
Continuum Advisory
Idaho
$332K -$54 -1 -0%
LCM
1691
Liberty Capital Management
Michigan
$332K – – –
KOMWMG
1692
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$332K +$332K +6,171 New
FHA
1693
Flagship Harbor Advisors
Massachusetts
$331K -$15.7K -293 -5%
WC
1694
Westhampton Capital
North Carolina
$331K +$10.8K +200 +3%
HR
1695
Hardy Reed
Mississippi
$331K +$32.3K +600 +11%
JFGIW
1696
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$329K -$638K -11,865 -66%
GD
1697
Grandfield & Dodd
New York
$329K – – –
PAI
1698
Pittenger & Anderson Inc
Nebraska
$328K -$10.8K -200 -3%
WAS
1699
WESPAC Advisors SoCal
California
$328K – – –
EI
1700
Ethic Inc
New York
$328K +$328K +6,102 New
66 67
68
69 70