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Wells Fargo
WFC

Overview Fund Activity

1,745 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 632 increasing their positions, 816 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
-58
Holders Change %
-3.22%
% of All Funds
35.87%
Holding in Top 10
48
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-36%
% of All Funds
0.99%
New
170
Increased
632
Reduced
816
Closed
211
Calls
$1.82B
Puts
$2.06B
Net Calls
-$239M
Net Calls Change
+$134M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$433M
2
Dodge & Cox
Dodge & Cox
California
+$324M
3
BlackRock
BlackRock
New York
+$304M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.19B
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$451M
3
Franklin Resources
Franklin Resources
California
-$423M
4
Boston Partners
Boston Partners
Massachusetts
-$385M
5
NEAM
New England Asset Management
Connecticut
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
1676
Harel Insurance Investments & Financial Services
Israel
$17K -$88.4K -3,551 -84%
HDIM
1677
Hanson & Doremus Investment Management
Vermont
$17K -$5.62K -216 -25%
TFA
1678
Toth Financial Advisory
Virginia
$17K +$15.8K +623 +1,354%
TAIM
1679
TD Ameritrade Investment Management
Nebraska
$16K -$539K -21,076 -97%
LWM
1680
Lenox Wealth Management
Ohio
$16K -$7.24K -287 -31%
CA
1681
Crewe Advisors
Utah
$16K -$5.29K -205 -25%
TC
1682
Truvestments Capital
Florida
$16K +$201 +8 +1%
BWM
1683
Baystate Wealth Management
Massachusetts
$16K +$2.74K +106 +21%
FIA
1684
FNY Investment Advisers
New York
$16K +$16K +651 New
SIS
1685
Sound Income Strategies
Florida
$15K -$152K -5,846 -91%
SFSIG
1686
San Francisco Sentry Investment Group
California
$15K -$6.11K -241 -29%
LGWM
1687
Litman Gregory Wealth Management
California
$14K – – –
AWA
1688
Arkadios Wealth Advisors
Georgia
$13K -$17.5K -719 -57%
KPCM
1689
Kings Point Capital Management
New York
$13K -$42.3K -1,696 -76%
CHA
1690
Carmichael Hill & Associates
Maryland
$13K -$2.6K -100 -17%
WFMPM
1691
Woodley Farra Manion Portfolio Management
Indiana
$13K – – –
EWP
1692
Engrave Wealth Partners
Texas
$13K – – –
NCM
1693
New Capital Management
Texas
$13K – – –
CWM
1694
Campbell Wealth Management
Virginia
$13K +$13K +518 New
MDCM
1695
Morgan Dempsey Capital Management
Wisconsin
$13K +$13K +519 New
CMA
1696
Cedar Mountain Advisors
Oregon
$12K – – –
RA
1697
Rational Advisors
New York
$12K +$12K +486 New
TCM
1698
TD Capital Management
Tennessee
$11K – – –
CP
1699
Corbenic Partners
Pennsylvania
$11K – – –
EAM
1700
Eukles Asset Management
Ohio
$11K +$1.39K +56 +14%
66 67
68
69 70