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Wells Fargo
WFC

Overview Fund Activity

1,935 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 715 increasing their positions, 877 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.5%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.68%
New
106
Increased
715
Reduced
877
Closed
107
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$753M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$267M
3
ClearBridge Investments
ClearBridge Investments
New York
+$196M
4
Goldman Sachs
Goldman Sachs
New York
+$151M
5
Victory Capital Management
Victory Capital Management
Texas
+$144M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.59B
2
Capital International Investors
Capital International Investors
California
-$1.18B
3
BlackRock
BlackRock
New York
-$456M
4
BBHC
Brown Brothers Harriman & Co
New York
-$413M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1826
Fortis Advisors
Pennsylvania
$115K – – –
JWM
1827
Janiczek Wealth Management
Colorado
$112K – – –
WC
1828
Whitnell & Co
Illinois
$110K +$203 +4 +0.2%
AJ
1829
Ashburton (Jersey)
Jersey
$107K – – –
RIA
1830
RPG Investment Advisory
California
$107K – – –
NL
1831
NVWM LLC
Pennsylvania
$102K +$101K +2,000 +9,524%
SAM
1832
Security Asset Management
New York
$100K – – –
CCMW
1833
Cypress Capital Management (Wyoming)
Wyoming
$97K +$50 +1 +0.1%
VC
1834
Vestor Capital
Illinois
$95K -$2.54K -50 -3%
CIR
1835
Clear Investment Research
Georgia
$92K – – –
PR
1836
Payden & Rygel
California
$91K – – –
GCM
1837
Gables Capital Management
Florida
$91K – – –
TC
1838
Trust Company
Kansas
$90K +$6.37K +126 +8%
SA
1839
SRH Advisors
Kansas
$90K +$6.57K +130 +8%
BDWM
1840
Brewin Dolphin Wealth Management
Ireland
$88.3K -$50.4K -1,000 -36%
SB
1841
Strategic Blueprint
Georgia
$88K +$88K +1,749 New
KC
1842
Knuff & Co
California
$86K – – –
GT
1843
Glenmede Trust
Pennsylvania
$84.8K +$21.8K +432,496 +35%
VCM
1844
Versant Capital Management
Arizona
$84K -$2.39K -48 -3%
AssetMark Inc
1845
AssetMark Inc
California
$82K +$2.67K +53 +3%
GI
1846
Gradient Investments
Minnesota
$80K -$1.05M -20,725 -93%
FMTCOCP
1847
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80K – – –
KPCM
1848
Kings Point Capital Management
New York
$80K +$25.3K +503 +46%
SFSIG
1849
San Francisco Sentry Investment Group
California
$76K +$4.95K +98 +7%
LWA
1850
Lenox Wealth Advisors
New York
$76K +$45K +888 +145%
72 73
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