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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 %
HFA
1776
Hoover Financial Advisors
Pennsylvania
$39K – – –
FIA
1777
FNY Investment Advisers
New York
$39K +$31.2K +800 +400%
CCMW
1778
Cypress Capital Management (Wyoming)
Wyoming
$38K – – –
PSIWM
1779
Paradigm Strategies in Wealth Management
Minnesota
$38K +$38K +977 New
MCA
1780
Mercer Capital Advisers
New Jersey
$37K – – –
TH
1781
TCTC Holdings
Texas
$36K -$1.95K -50 -5%
OSNBOA
1782
Old Second National Bank of Aurora
Illinois
$31K – – –
CAM
1783
Costello Asset Management
Pennsylvania
$31K – – –
WCM
1784
Wealthcare Capital Management
Virginia
$30K +$30K +779 New
APWA
1785
Atlas Private Wealth Advisors
New Jersey
$29K +$552 +14 +2%
GAM
1786
Gemmer Asset Management
California
$28K -$11.6K -299 -29%
CHA
1787
Carmichael Hill & Associates
Maryland
$28K +$80 +2 +0.3%
BA
1788
Bellwether Advisors
Nebraska
$28K +$17.7K +455 +172%
TCCM
1789
Timber Creek Capital Management
Massachusetts
$27K – – –
CMA
1790
Cedar Mountain Advisors
Oregon
$27K – – –
AA
1791
AlphaMark Advisors
Kentucky
$27K – – –
HDIM
1792
Hanson & Doremus Investment Management
Vermont
$27K +$1.62K +42 +6%
Loomis, Sayles & Company
1793
Loomis, Sayles & Company
Massachusetts
$27K +$27K +699 New
KFS
1794
Kelly Financial Services
Massachusetts
$26.6K +$9.77K +250 +58%
SL
1795
Savior LLC
Massachusetts
$25K – – –
EAM
1796
Eukles Asset Management
Ohio
$25K +$1.16K +30 +5%
PA
1797
Perennial Advisors
New York
$25K +$25K +650 New
RIA
1798
RPG Investment Advisory
California
$24K -$19.4K -500 -45%
IPW
1799
IronBridge Private Wealth
Texas
$24K – – –
RA
1800
Resolute Advisors
California
$24K +$24K +1,027 New
70 71
72
73 74