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Wells Fargo
WFC

Overview Fund Activity

1,745 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 632 increasing their positions, 816 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
-58
Holders Change %
-3.22%
% of All Funds
35.87%
Holding in Top 10
48
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-36%
% of All Funds
0.99%
New
170
Increased
632
Reduced
816
Closed
211
Calls
$1.82B
Puts
$2.06B
Net Calls
-$239M
Net Calls Change
+$134M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$433M
2
Dodge & Cox
Dodge & Cox
California
+$324M
3
BlackRock
BlackRock
New York
+$304M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.19B
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$451M
3
Franklin Resources
Franklin Resources
California
-$423M
4
Boston Partners
Boston Partners
Massachusetts
-$385M
5
NEAM
New England Asset Management
Connecticut
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1926
Advisory Alpha
Michigan
– -$74.9K -2,823 Closed
MWM
1927
MBE Wealth Management
Wisconsin
– -$57K -2,007 Closed
MTCM
1928
Mint Tower Capital Management
Netherlands
– -$56K -2,000 Closed
SAM
1929
Security Asset Management
New York
– -$57K -1,988 Closed
DWM
1930
Darwin Wealth Management
Florida
– -$51K -1,803 Closed
QAM
1931
QCI Asset Management
New York
– -$46K -1,610 Closed
SC
1932
Solstein Capital
California
– -$28K -980 Closed
EWM
1933
EPG Wealth Management
Georgia
– -$26K -904 Closed
BCM
1934
Birch Capital Management
Texas
– -$24K -850 Closed
NEIRG
1935
New England Investment & Retirement Group
Massachusetts
– -$20K -700 Closed
FGAM
1936
Financial Gravity Asset Management
Texas
– -$16.6K -680 Closed
WQ
1937
Wealth Quarterback
New Jersey
– -$19.1K -665 Closed
FG
1938
FSI Group
Ohio
– -$18K -610 Closed
LSA
1939
Lion Street Advisors
Texas
– -$15K -522 Closed
JSC
1940
Jackson Square Capital
California
– -$10K -360 Closed
AGA
1941
Accuvest Global Advisors
Utah
– -$10K -352 Closed
CAN
1942
Claraphi Advisory Network
United States
– -$9K -300 Closed
CCM
1943
Cox Capital Management
Massachusetts
– -$16K -300 Closed
MCM
1944
MV Capital Management
Maryland
– -$8K -268 Closed
HFS
1945
HBC Financial Services
Washington
– -$7K -250 Closed
JWBC
1946
John W. Brooker & Co
California
– -$7K -250 Closed
EWM
1947
Elmwood Wealth Management
California
– -$8.96K -171 Closed
SFPG
1948
Stonebridge Financial Planning Group
Florida
– -$4K -132 Closed
CWA
1949
Core Wealth Advisors
Florida
– -$3K -107 Closed
WCM
1950
Wealthcare Capital Management
Virginia
– -$3K -100 Closed
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