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Wells Fargo
WFC

Overview Fund Activity

2,091 hedge funds and large institutions have $169B invested in Wells Fargo in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 707 increasing their positions, 883 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,091
Holders Change
+156
Holders Change %
+8.06%
% of All Funds
41.29%
Holding in Top 10
131
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.38%
% of All Funds
2.59%
New
264
Increased
707
Reduced
883
Closed
80
Calls
$2.19B
Puts
$2.99B
Net Calls
-$795M
Net Calls Change
-$811M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$741M
3
AAMU
Amundi Asset Management US
Massachusetts
+$416M
4
Millennium Management
Millennium Management
New York
+$389M
5
Morgan Stanley
Morgan Stanley
New York
+$308M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.97B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$680M
3
Franklin Resources
Franklin Resources
California
-$544M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$522M
5
BlackRock
BlackRock
New York
-$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
DW
1801
Domani Wealth
Pennsylvania
$261K -$7.75K -144 -3%
AA
1802
Apriem Advisors
California
$261K – – –
WAP
1803
Wealthcare Advisory Partners
Pennsylvania
$261K +$592 +11 +0.2%
DHFB
1804
Dixon Hubard Feinour & Brown
Virginia
$261K +$20.2K +375 +8%
TCM
1805
Traynor Capital Management
Pennsylvania
$261K +$261K +4,867 New
SAG
1806
Spotlight Asset Group
Illinois
$261K +$261K +7,854 New
WPC
1807
Waters Parkerson & Co
Louisiana
$260K -$2.61M -48,525 -91%
BST
1808
Bath Savings Trust
Maine
$258K +$10.2K +190 +4%
PFA
1809
Pathway Financial Advisors
Vermont
$257K +$49K +1,000 +24%
VWA
1810
V Wealth Advisors
Kansas
$256K – – –
PMFA
1811
Plante Moran Financial Advisors
Michigan
$254K -$40.8K -759 -14%
GS
1812
Gagnon Securities
New York
$254K -$23.5K -438 -8%
AWE
1813
Avidian Wealth Enterprises
Texas
$254K +$254K +4,718 New
DS
1814
DRW Securities
Illinois
$254K +$254K +4,785 New
CAM
1815
Cozad Asset Management
Illinois
$253K +$22K +410 +10%
QPWM
1816
Quadrant Private Wealth Management
Pennsylvania
$253K +$253K +4,698 New
PWM
1817
PBMares Wealth Management
Virginia
$252K +$252K +4,683 New
RFA
1818
Reilly Financial Advisors
California
$250K +$2.79K +52 +1%
BCM
1819
BTC Capital Management
Iowa
$249K -$36.8K -680 -13%
RP
1820
Riverbridge Partners
Minnesota
$249K – – –
HWA
1821
Heritage Wealth Advisors
Virginia
$248K +$44.1K +819 +22%
PCM
1822
Palisade Capital Management
New Jersey
$248K -$74.5K -1,386 -23%
NAM
1823
NTV Asset Management
West Virginia
$248K +$14.5K +270 +6%
VCP
1824
Vista Capital Partners
Oregon
$246K -$3.71K -69 -1%
SIAS
1825
Shine Investment Advisory Services
Colorado
$246K +$33.3K +619 +16%
71 72
73
74 75