WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,749 hedge funds and large institutions have $87B invested in Wells Fargo in 2020 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 487 increasing their positions, 839 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+138
Holders Change %
+8.57%
% of All Funds
31.03%
Holding in Top 10
83
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+45.61%
% of All Funds
1.47%
New
273
Increased
487
Reduced
839
Closed
109
Calls
$3.56B
Puts
$3.15B
Net Calls
+$407M
Net Calls Change
+$486M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$1.1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$900M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$899M
4
Dodge & Cox
Dodge & Cox
California
+$527M
5
UBS AM
UBS AM
Illinois
+$274M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.26B
2
Citadel Advisors
Citadel Advisors
Florida
-$391M
3
BlackRock
BlackRock
New York
-$365M
4
Bank of America
Bank of America
North Carolina
-$274M
5
Norges Bank
Norges Bank
Norway
-$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
1801
Menard Financial Group
Texas
– -$344K -14,613 Closed
BI
1802
Ballast Inc
Kentucky
– -$340K -14,496 Closed
GA
1803
Greytown Advisors
Florida
– -$333K -14,184 Closed
TP
1804
Truvvo Partners
New York
– -$330K -14,073 Closed
SYBT
1805
Stock Yards Bank & Trust
Kentucky
– -$325K -13,832 Closed
QCM
1806
Quest Capital Management
Texas
– -$320K -13,611 Closed
QGA
1807
Q Global Advisors
Texas
– -$319K -13,556 Closed
DWA
1808
Divergent Wealth Advisors
Utah
– -$285K -12,121 Closed
WCM
1809
Weld Capital Management
New York
– -$281K -11,968 Closed
CFA
1810
Capstone Financial Advisors
Illinois
– -$274K -11,675 Closed
CWM
1811
Cordatus Wealth Management
Pennsylvania
– -$274K -11,659 Closed
SCA
1812
Snowden Capital Advisors
New York
– -$258K -10,976 Closed
KWA
1813
KCS Wealth Advisory
California
– -$238K -10,120 Closed
GWAG
1814
Garrett Wealth Advisory Group
Texas
– -$238K -10,105 Closed
SHGA
1815
Sand Hill Global Advisors
California
– -$235K -9,998 Closed
CC
1816
Cedar Capital
Illinois
– -$234K -9,942 Closed
RC
1817
Roundview Capital
New Jersey
– -$232K -9,881 Closed
Koshinski Asset Management
1818
Koshinski Asset Management
Illinois
– -$250 -9,748 Closed
NGA
1819
Naples Global Advisors
Florida
– -$226K -9,610 Closed
CPA
1820
Clear Perspective Advisors
Illinois
– -$1.31K -9,326 Closed
GW
1821
GW & Wade
Massachusetts
– -$218K -9,282 Closed
ACM
1822
Alpha Capital Management
Texas
– -$217K -9,224 Closed
FWM
1823
Fairhaven Wealth Management
Illinois
– -$216K -9,180 Closed
AIC
1824
Ameritas Investment Company
Nebraska
– -$233K -9,112 Closed
VAG
1825
VisionPoint Advisory Group
Texas
– -$212K -9,030 Closed
71 72
73
74 75