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Wells Fargo
WFC

Overview Fund Activity

1,611 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 540 increasing their positions, 816 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-134
Holders Change %
-7.68%
% of All Funds
32.59%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
102
Increased
540
Reduced
816
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$649M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$422M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$367M
5
Citadel Advisors
Citadel Advisors
Florida
+$346M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.59B
2
LP
Longview Partners
Guernsey
-$663M
3
Franklin Resources
Franklin Resources
California
-$357M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$316M
5
Deutsche Bank
Deutsche Bank
Germany
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
1701
Forvis Mazars Wealth Advisors
Missouri
– -$380K -14,859 Closed
BFA
1702
Beacon Financial Advisory
Ohio
– -$373K -14,591 Closed
EWM
1703
Empirical Wealth Management
Washington
– -$372K -14,525 Closed
SKK
1704
Shepherd Kaplan Krochuk
Massachusetts
– -$371K -14,500 Closed
HCM
1705
Hollencrest Capital Management
California
– -$368K -14,378 Closed
PP
1706
Pegasus Partners
Wisconsin
– -$362K -14,127 Closed
LOAMS
1707
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$352K -13,764 Closed
KJWM
1708
Kiley Juergens Wealth Management
Washington
– -$351K -13,719 Closed
WI
1709
WBI Investments
New Jersey
– -$348K -13,603 Closed
FRM
1710
Fox Run Management
Connecticut
– -$348K -13,590 Closed
IPW
1711
Inlet Private Wealth
Florida
– -$340K -13,263 Closed
SMFS
1712
Squar Milner Financial Services
California
– -$334K -13,046 Closed
SIM
1713
Stratos Investment Management
Ohio
– -$333K -12,996 Closed
IA
1714
Icon Advisers
Colorado
– -$325K -12,700 Closed
PIA
1715
Perennial Investment Advisors
California
– -$322K -12,581 Closed
GP
1716
Girard Partners
Pennsylvania
– -$321K -12,557 Closed
BIA
1717
BHK Investment Advisors
Alabama
– -$321K -12,547 Closed
WI
1718
WrapManager Inc
California
– -$321K -12,545 Closed
CST
1719
Charles Schwab Trust
Nevada
– -$319K -12,473 Closed
W
1720
WealthStone
Ohio
– -$301K -11,751 Closed
PCM
1721
Pennsylvania Capital Management
Pennsylvania
– -$300K -11,715 Closed
SFG
1722
Summit Financial Group
West Virginia
– -$299K -11,675 Closed
LCS
1723
Levin Capital Strategies
New York
– -$296K -11,577 Closed
CCFM
1724
Clear Creek Financial Management
Washington
– -$292K -11,433 Closed
AWM
1725
Altavista Wealth Management
North Carolina
– -$291K -11,384 Closed
67 68
69
70 71