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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 %
TC
1676
Trust Company
Kansas
$132K -$37K -947 -22%
SSC
1677
Syverson Strege & Co
Iowa
$132K -$19.5K -500 -13%
FPS
1678
Fieldpoint Private Securities
Connecticut
$132K +$975 +25 +0.7%
AWM
1679
Activest Wealth Management
Florida
$131K +$131K +3,352 New
CIA
1680
Cascade Investment Advisors
Oregon
$129K +$121K +3,100 +1,550%
SQA
1681
Simon Quick Advisors
New Jersey
$128K +$13.7K +352 +12%
FCM
1682
Firestone Capital Management
Florida
$126K -$18.7K -477 -13%
IF
1683
Ironwood Financial
Arizona
$123K – – –
CB
1684
CNB Bank
Pennsylvania
$122K -$5.49K -140 -4%
FF
1685
FourThought Financial
Florida
$122K +$9.67K +248 +9%
BCA
1686
Berman Capital Advisors
Georgia
$122K +$67.9K +1,752 +126%
WP
1687
WealthShield Partners
North Carolina
$122K +$122K +3,135 New
PWM
1688
Prentice Wealth Management
New York
$119K +$119K +3,051 New
BDWM
1689
Brewin Dolphin Wealth Management
Ireland
$115K +$7.81K +200 +7%
AIL
1690
AGF Investments LLC
Ontario, Canada
$114K -$16.2K -414 -12%
VCM
1691
Versant Capital Management
Arizona
$113K -$9.07K -232 -7%
EFSCE
1692
Enterprise Financial Services Corp (EFSC)
Missouri
$110K +$15.3K +393 +16%
ETC
1693
Exchange Traded Concepts
Oklahoma
$110K +$110K +2,806 New
VCM
1694
Vigilant Capital Management
Maine
$109K +$109K +2,794 New
HBT
1695
Hills Bank & Trust
Iowa
$108K -$66.8K -1,704 -38%
CCA
1696
Column Capital Advisors
Indiana
$107K -$39 -1 -0%
NFSG
1697
Newbridge Financial Services Group
Florida
$107K – – –
WAS
1698
Winch Advisory Services
Wisconsin
$106K +$273 +7 +0.3%
TWA
1699
TCI Wealth Advisors
Arizona
$104K +$41.5K +1,060 +66%
SNT
1700
Security National Trust
West Virginia
$101K -$76.8K -1,973 -43%
66 67
68
69 70