WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,764 hedge funds and large institutions have $216B invested in Wells Fargo in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 733 increasing their positions, 711 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,764
Holders Change
-22
Holders Change %
-1.23%
% of All Funds
47.05%
Holding in Top 10
343
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.99%
% of All Funds
9.15%
New
81
Increased
733
Reduced
711
Closed
84
Calls
$1.18B
Puts
$1.6B
Net Calls
-$417M
Net Calls Change
+$320M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.26B
2
BTS
BB&T Securities
Virginia
$699M
3
Vanguard Group
Vanguard Group
Pennsylvania
$15B
4
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$702M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$25.6B

Top Sellers

1
SAM
Securian Asset Management
Minnesota
$23.8M
2
Morgan Stanley
Morgan Stanley
New York
$1.13B
3
State Street
State Street
Massachusetts
$11.2B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$8.52B
5
American Century Companies
American Century Companies
Missouri
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
1726
Jolley Asset Management
North Carolina
$38K – – –
VIMU
1727
Veritas Investment Management (UK)
United Kingdom
$38K – – –
OFS
1728
Orrstown Financial Services
Pennsylvania
$35K -$37.7K -700 -52%
Financial Engines Advisors
1729
Financial Engines Advisors
California
$35K -$2.3K -42 -6%
RCG
1730
Ruggie Capital Group
Florida
$34K +$26.3K +479 +340%
IP
1731
Isthmus Partners
Wisconsin
$33K – – –
SFWA
1732
Summit Financial Wealth Advisors
Louisiana
$30K +$30K +535 New
SMG
1733
Spectrum Management Group
Indiana
$29K – – –
TIM
1734
Tortoise Investment Management
New York
$28K – – –
UB
1735
UMB Bank
Missouri
$26.6K +$70 +1,295 +0.3%
HCM
1736
Horrell Capital Management
Arkansas
$26K – – –
TCM
1737
TD Capital Management
Tennessee
$23K -$83.1K -1,554 -78%
CFA
1738
Camarda Financial Advisors
Florida
$23K -$221 -4 -1%
OSAM
1739
O'Shaughnessy Asset Management
Connecticut
$22K +$13.3K +247 +153%
CG
1740
Colony Group
Massachusetts
$21K -$281K -5,106 -93%
SC
1741
Searle & Co
Connecticut
$18K -$133K -2,500 -88%
GXMC
1742
Global X Management Company
New York
$18K -$6.45K -119 -26%
IMS
1743
Index Management Solutions
Pennsylvania
$17K -$18.3K -343 -52%
RPG
1744
Risk Paradigm Group
Texas
$16.3K +$16.3K +300 New
BCB
1745
Brian C. Broderick
$16K – – –
BCMIO
1746
Beacon Capital Management Inc (Ohio)
Ohio
$16K – – –
CAL
1747
Capital Advisors Ltd
Ohio
$15K +$9.24K +175 +161%
DOA
1748
D'Orazio & Associates
Virginia
$13K – – –
DA
1749
Dunvegan Associates
California
$11K – – –
SA
1750
SRH Advisors
Kansas
$11K – – –
68 69
70
71 72