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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 %
AWM
1751
AllSquare Wealth Management
New York
$59K +$35.4K +900 +150%
MGIM
1752
M&G Investment Management
United Kingdom
$58.3K -$10.5K -268,139 -15%
PP
1753
Pacifica Partners
Canada
$57K -$25.5K -643 -31%
JFGIW
1754
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K -$13.3K -339 -19%
ADL
1755
Asset Dedication LLC
California
$54K -$633K -16,029 -92%
DWA
1756
Dougherty Wealth Advisers
Minnesota
$54K – – –
AWM
1757
Accel Wealth Management
Iowa
$52K -$4.05K -104 -7%
EIP
1758
Ellis Investment Partners
Pennsylvania
$52K – – –
HWA
1759
Heritage Wealth Advisors
Virginia
$51K -$39 -1 -0.1%
LFG
1760
Larson Financial Group
Missouri
$48K +$6.66K +170 +16%
AIG
1761
American International Group
New York
$47.8K -$1.39K -35,470 -3%
ME
1762
McIlrath & Eck
Washington
$47K – – –
KFI
1763
Key Financial Inc
Pennsylvania
$47K +$6.76K +173 +17%
GAM
1764
Grandview Asset Management
Pennsylvania
$47K +$47K +1,202 New
HFS
1765
HBC Financial Services
Washington
$46.2K +$46.2K +1,100 New
JMF
1766
Johnson Midwest Financial
Iowa
$46K +$118 +3 +0.3%
Nisa Investment Advisors
1767
Nisa Investment Advisors
Missouri
$46K -$719 -18,394 -2%
MWC
1768
MBM Wealth Consultants
Missouri
$44K – – –
LWP
1769
Lumature Wealth Partners
Georgia
$43K +$43K +1,100 New
NC
1770
NewSquare Capital
Pennsylvania
$42K – – –
TAIM
1771
TD Ameritrade Investment Management
Nebraska
$42K – – –
COCM
1772
Charter Oak Capital Management
New Hampshire
$41K +$19.3K +489 +89%
HWA
1773
HHM Wealth Advisors
Tennessee
$40K +$7.76K +199 +24%
APWM
1774
Atlas Private Wealth Management
New York
$39K – – –
WAM
1775
Westport Asset Management
Connecticut
$39K – – –
69 70
71
72 73