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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 %
HIM
1726
Hillsdale Investment Management
Ontario, Canada
$75K +$32.3K +830 +75%
LTI
1727
Laffer Tengler Investments
Tennessee
$74.4K – – –
EWM
1728
Endurance Wealth Management
Rhode Island
$74K -$1.81K -46 -2%
ATC
1729
Adirondack Trust Company
New York
$74K – – –
SGAM
1730
Smith Group Asset Management
Texas
$74K +$4.08K +105 +6%
PIA
1731
Powell Investment Advisors
Florida
$73K – – –
JGIA
1732
Jackson Grant Investment Advisers
Connecticut
$72K +$72K +1,854 New
GCM
1733
Gables Capital Management
Florida
$70K – – –
MPWT
1734
MassMutual Private Wealth & Trust
Connecticut
$69K -$49K -1,253 -42%
CIR
1735
Clear Investment Research
Georgia
$69K – – –
EARNEST Partners
1736
EARNEST Partners
Georgia
$69K – – –
FMTCOCP
1737
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K +$10.4K +266 +18%
CWM
1738
Cranbrook Wealth Management
Michigan
$68K -$24.2K -620 -26%
AIC
1739
Archer Investment Corporation
Indiana
$67.6K +$36.6K +936 +118%
FCMT
1740
Founders Capital Management (Texas)
Texas
$67K -$3.07M -78,065 -98%
KPCM
1741
Kings Point Capital Management
New York
$67K +$38.9K +1,000 +139%
MWM
1742
Mascoma Wealth Management
New Hampshire
$66K +$66K +1,689 New
FFA
1743
Freedman Financial Associates
Massachusetts
$65K – – –
BAM
1744
Bellevue Asset Management
Washington
$65K – – –
CTB
1745
Country Trust Bank
Illinois
$65K – – –
SWA
1746
SOA Wealth Advisors
New York
$64K – – –
LWA
1747
Lenox Wealth Advisors
New York
$61K -$52K -1,322 -46%
RWB
1748
RMR Wealth Builders
New Jersey
$61K +$22.4K +568 +58%
CFN
1749
Cordasco Financial Network
Florida
$59K – – –
BWL
1750
Bogart Wealth LLC
Virginia
$59K – – –
68 69
70
71 72