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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 %
RWB
1801
RMR Wealth Builders
New Jersey
– -$99K -3,884 Closed
PCIA
1802
Prime Capital Investment Advisors
Kansas
– -$86K -3,345 Closed
FMB
1803
Field & Main Bank
Kentucky
– -$76K -2,955 Closed
BL
1804
Balentine LLC
Georgia
– -$71K -2,764 Closed
ACA
1805
Atlas Capital Advisors
Wyoming
– -$57.6K -2,249 Closed
C
1806
Cerebellum
California
– -$132K -2,174 Closed
PIMG
1807
Patriot Investment Management Group
Tennessee
– -$51.2K -2,000 Closed
WR
1808
Watson Rebecca
– -$37K -1,464 Closed
HFA
1809
Hoover Financial Advisors
Pennsylvania
– -$37K -1,450 Closed
Loomis, Sayles & Company
1810
Loomis, Sayles & Company
Massachusetts
– -$37K -1,437 Closed
TFA
1811
Transamerica Financial Advisors
Florida
– -$32K -1,234 Closed
FWM
1812
Filbrandt Wealth Management
Wisconsin
– -$26K -1,000 Closed
PA
1813
Procyon Advisors
Connecticut
– -$20K -780 Closed
FWM
1814
FSA Wealth Management
Massachusetts
– -$19K -725 Closed
FIA
1815
FNY Investment Advisers
New York
– -$16K -651 Closed
TC
1816
Truvestments Capital
Florida
– -$16K -637 Closed
MDCM
1817
Morgan Dempsey Capital Management
Wisconsin
– -$13K -519 Closed
CWM
1818
Campbell Wealth Management
Virginia
– -$13K -518 Closed
EWP
1819
Engrave Wealth Partners
Texas
– -$13K -513 Closed
WFMPM
1820
Woodley Farra Manion Portfolio Management
Indiana
– -$13K -504 Closed
TCM
1821
TD Capital Management
Tennessee
– -$11K -425 Closed
BGC
1822
Beutel, Goodman & Co
Ontario, Canada
– -$9K -360 Closed
AAIM
1823
Asset Advisors Investment Management
Georgia
– -$8K -300 Closed
FA
1824
Fortis Advisors
Pennsylvania
– -$4K -168 Closed
HS
1825
Horan Securities
United States
– -$4K -160 Closed
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