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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 %
TIM
1901
Tortoise Investment Management
New York
$19K -$34.3K -674 -64%
RTC
1902
Riverview Trust Company
Washington
$19K – – –
EAM
1903
Eukles Asset Management
Ohio
$18K +$3.48K +68 +24%
SWM
1904
Selective Wealth Management
Virginia
$15K +$15K +298 New
HDIM
1905
Hanson & Doremus Investment Management
Vermont
$14K -$6.38K -123 -31%
EWA
1906
Evolution Wealth Advisors
Florida
$13K -$14.2K -280 -52%
1NWS
1907
1 North Wealth Services
Maryland
$13K +$13K +249 New
HGWM
1908
Harvest Group Wealth Management
Massachusetts
$13K +$13K +250 New
CBT
1909
Central Bank & Trust
Kentucky
$12K -$2.83K -55 -19%
HWM
1910
Holloway Wealth Management
Florida
$11K -$10K – –
GWA
1911
Guidant Wealth Advisors
Illinois
$11K – – –
PCIA
1912
Prime Capital Investment Advisors
Kansas
$11K +$11K +210 New
AIM
1913
AIA Investment Management
Singapore
$11K +$11K +212 New
EWM
1914
Elmwood Wealth Management
California
$9K -$91.5K -1,738 -91%
FNBOSM
1915
First National Bank of South Miami
Florida
$9K -$1.98K -44 -18%
CAL
1916
Capital Advisors Ltd
Ohio
$9K – – –
APSP
1917
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K – – –
BAMG
1918
Brand Asset Management Group
Missouri
$8K – – –
TFGT
1919
TS Financial Group (TSFG)
Illinois
$7K -$23K -464 -77%
EI
1920
Ellevest Inc
New York
$7K -$3.65K -74 -34%
BHWM
1921
Bay Harbor Wealth Management
Maryland
$7K – – –
SIA
1922
SeaBridge Investment Advisors
New Jersey
$6K – – –
LWS
1923
Lucia Wealth Services
California
$5K -$48.1K -1,000 -91%
MFT
1924
Moisand Fitzgerald Tamayo
Florida
$5K – – –
JPLA
1925
Joseph P. Lucia & Associates
New York
$5K – – –
75 76
77
78 79