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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 %
NG
1776
Northstar Group
New York
– -$208K -8,104 Closed
BFIC
1777
Bedell Frazier Investment Counselling
California
– -$206K -8,054 Closed
NP
1778
NorthRock Partners
Minnesota
– -$206K -8,047 Closed
WCM
1779
Washington Capital Management
Washington
– -$205K -8,000 Closed
CFG
1780
Cooper Financial Group
California
– -$205K -7,991 Closed
AWM
1781
Absher Wealth Management
North Carolina
– -$204K -7,953 Closed
FIM
1782
Fruth Investment Management
Texas
– -$203K -7,942 Closed
WCM
1783
Wedge Capital Management
North Carolina
– -$203K -7,941 Closed
PL
1784
Plancorp LLC
Missouri
– -$202K -7,909 Closed
NQWM
1785
Northwest Quadrant Wealth Management
Oregon
– -$203K -7,908 Closed
WSTAM
1786
Wilbanks Smith & Thomas Asset Management
Virginia
– -$202K -7,887 Closed
HVIA
1787
Hudson Valley Investment Advisors
New York
– -$201K -7,849 Closed
MSA
1788
Marino Stram & Associates
Massachusetts
– -$200K -7,802 Closed
HI
1789
Hendershot Investments
Virginia
– -$183K -7,151 Closed
RDWM
1790
Red Door Wealth Management
Tennessee
– -$161K -6,323 Closed
BFM
1791
Boston Financial Management
Massachusetts
– -$144K -5,624 Closed
KWM
1792
Keebeck Wealth Management
Illinois
– -$143K -5,600 Closed
SBSB
1793
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$135K -5,293 Closed
RPAM
1794
Rhenman & Partners Asset Management
Sweden
– -$135K -5,272 Closed
APW
1795
Acima Private Wealth
Virginia
– -$129K -5,028 Closed
LWS
1796
Lucia Wealth Services
California
– -$122K -4,784 Closed
THWM
1797
Taylor Hoffman Wealth Management
Virginia
– -$121K -4,732 Closed
FANJ
1798
Financial Architects (New Jersey)
New Jersey
– -$110K -4,290 Closed
CWP
1799
CFM Wealth Partners
Texas
– -$103K -4,054 Closed
AW
1800
Alpha Windward
Massachusetts
– -$101K -3,959 Closed
70 71
72
73 74