WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,859 hedge funds and large institutions have $209B invested in Wells Fargo in 2017 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 650 increasing their positions, 909 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,859
Holders Change
-48
Holders Change %
-2.52%
% of All Funds
46.42%
Holding in Top 10
213
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.25%
% of All Funds
5.32%
New
83
Increased
650
Reduced
909
Closed
116
Calls
$2.32B
Puts
$3.01B
Net Calls
-$686M
Net Calls Change
-$247M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.17B
2
Bank of America
Bank of America
North Carolina
+$488M
3
BlackRock
BlackRock
New York
+$469M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$401M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$293M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.77B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$574M
3
TCIM
TIAA CREF Investment Management
New York
-$407M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$291M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
1826
Hanson & Doremus Investment Management
Vermont
$22K – – –
DOA
1827
D'Orazio & Associates
Virginia
$20K -$27.2K -497 -58%
MFT
1828
Moisand Fitzgerald Tamayo
Florida
$15K +$15K +263 New
CIM
1829
Contravisory Investment Management
Massachusetts
$15K +$15K +280 New
DSN
1830
D. Scott Neal
Kentucky
$14K +$4.21K +76 +43%
SFG
1831
SevenBridge Financial Group
Pennsylvania
$11K – – –
CP
1832
Corbenic Partners
Pennsylvania
$11K – – –
GWA
1833
Guidant Wealth Advisors
Illinois
$11K – – –
SH
1834
SeaTown Holdings
Singapore
$10.1K – – –
OFS
1835
Orrstown Financial Services
Pennsylvania
$10K -$18.9K -360 -65%
NC
1836
NewSquare Capital
Pennsylvania
$10K – – –
AA
1837
AlphaMark Advisors
Kentucky
$9K – – –
Walleye Trading
1838
Walleye Trading
New York
$8.1K +$7.02K +127,324 +654%
HWP
1839
Hefty Wealth Partners
Indiana
$8K – – –
LYV
1840
Live Your Vision
Pennsylvania
$8K – – –
JAM
1841
Jolley Asset Management
North Carolina
$8K – – –
OSAM
1842
O'Shaughnessy Asset Management
Connecticut
$8K +$8K +153 New
SIA
1843
SeaBridge Investment Advisors
New Jersey
$7K – – –
TG
1844
TLP Group
Illinois
$7K +$7K +124 New
VIA
1845
Vantage Investment Advisors
Pennsylvania
$6K -$4.8K -80 -44%
AIL
1846
AGF Investments LLC
Ontario, Canada
$6K – – –
PRS
1847
Pinkerton Retirement Specialists
Idaho
$5K -$3.41K -62 -41%
FMA
1848
FNY Managed Accounts
New York
$3K +$3K +60 New
M
1849
MOTCO
Texas
$2K -$2.44K -55 -55%
KIG
1850
Kessler Investment Group
Indiana
$2K – – –
72 73
74
75 76