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Wells Fargo
WFC

Overview Fund Activity

1,935 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 715 increasing their positions, 877 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.5%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.68%
New
106
Increased
715
Reduced
877
Closed
107
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$753M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$267M
3
ClearBridge Investments
ClearBridge Investments
New York
+$196M
4
Goldman Sachs
Goldman Sachs
New York
+$151M
5
Victory Capital Management
Victory Capital Management
Texas
+$144M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.59B
2
Capital International Investors
Capital International Investors
California
-$1.18B
3
BlackRock
BlackRock
New York
-$456M
4
BBHC
Brown Brothers Harriman & Co
New York
-$413M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
1726
Allen Capital Group
Nebraska
$236K – – –
WCWM
1727
Willow Creek Wealth Management
California
$236K – – –
CAM
1728
CenterStar Asset Management
Illinois
$236K – – –
VCP
1729
Vista Capital Partners
Oregon
$234K +$234K +4,644 New
RCG
1730
Ruane, Cunniff & Goldfarb
New York
$233K -$13.9K -275 -6%
RP
1731
Riverbridge Partners
Minnesota
$233K – – –
RFA
1732
Reilly Financial Advisors
California
$232K -$22.4K -445 -9%
BST
1733
Bath Savings Trust
Maine
$232K +$3.23K +64 +1%
TAM
1734
Trust Asset Management
Texas
$232K +$232K +4,607 New
CBTWT
1735
Community Bank & Trust (Waco, Texas)
Texas
$230K -$18.6K -368 -7%
TAM
1736
Tealwood Asset Management
Minnesota
$230K -$9.08K -180 -4%
PFA
1737
Pathway Financial Advisors
Vermont
$230K -$4.07K -75 -2%
CTA
1738
Colonial Trust Advisors
South Carolina
$230K +$2.63K +52 +1%
PCS
1739
Personal CFO Solutions
New Jersey
$230K +$230K +4,563 New
SCM
1740
Silvant Capital Management
Georgia
$228K -$50.3K -997 -18%
JWBC
1741
J.W. Burns & Co
New York
$227K -$13.9K -275 -6%
RW
1742
REDW Wealth
New Mexico
$227K – – –
DHFB
1743
Dixon Hubard Feinour & Brown
Virginia
$226K -$2.07K -41 -0.9%
CFS
1744
CRA Financial Services
New Jersey
$225K -$131K -2,600 -37%
LG
1745
LaFleur & Godfrey
Michigan
$224K -$772K -15,255 -78%
AIM
1746
Allen Investment Management
New York
$224K – – –
TWA
1747
TCI Wealth Advisors
Arizona
$223K -$856 -17 -0.4%
PHS
1748
Pekin Hardy Strauss
Illinois
$223K – – –
BCM
1749
Barometer Capital Management
Ontario, Canada
$223K +$223K +4,000 New
PW
1750
Price Wealth
Texas
$222K – – –
68 69
70
71 72