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Wells Fargo
WFC

Overview Fund Activity

1,864 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 243 funds opening new positions, 675 increasing their positions, 714 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+115
Holders Change %
+6.58%
% of All Funds
32.82%
Holding in Top 10
104
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.3%
% of All Funds
1.83%
New
243
Increased
675
Reduced
714
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$267M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$877M
3
DZ Bank
DZ Bank
Germany
+$510M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
5
American Century Companies
American Century Companies
Missouri
+$370M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.02B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$743M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$390M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$370M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
1826
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K +$40 +1 +0.4%
CWA
1827
Carolina Wealth Advisors
South Carolina
$10K +$5.46K +136 +120%
TFGT
1828
TS Financial Group (TSFG)
Illinois
$9K -$2.7K -73 -23%
RBC
1829
Roble Belko & Company
Pennsylvania
$9K – – –
SIS
1830
Sound Income Strategies
Florida
$8.87K -$7.66K -196 -46%
FNBOSM
1831
First National Bank of South Miami
Florida
$8K – – –
GG
1832
Gleason Group
Kentucky
$8K – – –
FMP
1833
Financial Management Professionals
Texas
$8K +$6.56K +173 +455%
CAL
1834
Capital Advisors Ltd
Ohio
$7K – – –
TIAM
1835
TT International Asset Management
United Kingdom
$6.24K +$6.24K +159,763 New
CBT
1836
Central Bank & Trust
Kentucky
$6K – – –
GWMIA
1837
Global Wealth Management Investment Advisory
Florida
$6K – – –
JPLA
1838
Joseph P. Lucia & Associates
New York
$6K +$2.32K +63 +63%
TCWM
1839
Total Clarity Wealth Management
Illinois
$6K +$6K +142 New
CIA
1840
CSat Investment Advisory
Michigan
$5K -$1.77K -44 -26%
RAM
1841
Riggs Asset Management
Pennsylvania
$5K – – –
PGAM
1842
Princeton Global Asset Management
New Jersey
$5K – – –
PG
1843
Proffitt & Goodson
Tennessee
$5K – – –
FGAM
1844
Financial Gravity Asset Management
Texas
$4.89K +$2.66K +68 +119%
Walleye Capital
1845
Walleye Capital
New York
$4.85K +$463 +11,843 +11%
BWM
1846
Baystate Wealth Management
Massachusetts
$4K – – –
FEG
1847
Financial Enhancement Group
Indiana
$4K – – –
HFS
1848
Horizon Financial Services
North Carolina
$4K – – –
MCM
1849
MV Capital Management
Maryland
$4K +$4K +91 New
BBHC
1850
Brown Brothers Harriman & Co
New York
$3.58K -$1.79K -45,725 -33%
72 73
74
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