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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 %
FA
1751
Faithward Advisors
Pennsylvania
– -$229K -8,951 Closed
CAG
1752
Csenge Advisory Group
Florida
– -$228K -8,907 Closed
WC
1753
Westhampton Capital
North Carolina
– -$227K -8,880 Closed
EM
1754
ELCO Management
New York
– -$227K -8,864 Closed
MF
1755
Magnetar Financial
Illinois
– -$223K -8,730 Closed
PWC
1756
PYA Waltman Capital
Tennessee
– -$223K -8,693 Closed
WCM
1757
Windsor Capital Management
Arizona
– -$220K -8,632 Closed
MC
1758
Middleton & Co
Massachusetts
– -$220K -8,588 Closed
WOSD
1759
WFA of San Diego
California
– -$420K -8,561 Closed
CCM
1760
Canal Capital Management
Virginia
– -$217K -8,457 Closed
NWM
1761
Northwest Wealth Management
Iowa
– -$215K -8,402 Closed
PPSG
1762
Princeton Portfolio Strategies Group
New Jersey
– -$214K -8,370 Closed
CFA
1763
Cahill Financial Advisors
Minnesota
– -$213K -8,294 Closed
JHP
1764
James Hambro & Partners
United Kingdom
– -$212K -8,284 Closed
HPCM
1765
High Pointe Capital Management
Illinois
– -$212K -8,280 Closed
CCM
1766
Cohen Capital Management
California
– -$212K -8,274 Closed
TCB
1767
Texas Capital Bancshares
Texas
– -$211K -8,261 Closed
BFO
1768
Boston Family Office
Massachusetts
– -$211K -8,256 Closed
RIA
1769
Regal Investment Advisors
Michigan
– -$211K -8,249 Closed
PCS
1770
Personal CFO Solutions
New Jersey
– -$211K -8,233 Closed
CAM
1771
Claret Asset Management
Quebec, Canada
– -$210K -8,222 Closed
GSBTD
1772
Glenview State Bank Trust Department
Illinois
– -$210K -8,210 Closed
OC
1773
Oarsman Capital
Wisconsin
– -$209K -8,178 Closed
IP
1774
Intellectus Partners
California
– -$209K -8,165 Closed
CCT
1775
Chemung Canal Trust
New York
– -$208K -8,120 Closed
69 70
71
72 73