WFC icon

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 %
QT
1926
Quantamental Technologies
New York
– -$304K -10,070 Closed
PCM
1927
Palisade Capital Management
New Jersey
– -$279K -9,250 Closed
BWP
1928
Bernardo Wealth Planning
Pennsylvania
– -$267K -8,868 Closed
IGGA
1929
Iron Gate Global Advisors
Utah
– -$254K -8,441 Closed
T
1930
TRUADVICE
Florida
– -$251K -8,335 Closed
AL
1931
AJO LP
Pennsylvania
– -$250K -8,308 Closed
RIA
1932
Regal Investment Advisors
Michigan
– -$243K -8,037 Closed
BWM
1933
Bulltick Wealth Management
Florida
– -$241K -8,000 Closed
PAMP
1934
Polar Asset Management Partners
Ontario, Canada
– -$241K -7,979 Closed
EP
1935
Edgestream Partners
New Jersey
– -$237K -7,857 Closed
DC
1936
Diametric Capital
Massachusetts
– -$232K -7,693 Closed
CWM
1937
Chesapeake Wealth Management
Virginia
– -$231K -7,667 Closed
WAAG
1938
Wealth Alliance Advisory Group
Kansas
– -$231K -7,663 Closed
MFG
1939
Magnus Financial Group
New York
– -$228K -7,568 Closed
OA
1940
Oxbow Advisors
Texas
– -$223K -7,396 Closed
LRPA
1941
L. Roy Papp & Associates
Arizona
– -$223K -7,388 Closed
SWRP
1942
Summit Wealth & Retirement Planning
California
– -$223K -7,388 Closed
NIM
1943
NuWave Investment Management
New Jersey
– -$220K -7,306 Closed
VCWA
1944
Vanguard Capital Wealth Advisors
Colorado
– -$217K -7,300 Closed
HIM
1945
HawsGoodwin Investment Management
Tennessee
– -$216K -7,170 Closed
EWA
1946
Exencial Wealth Advisors
Oklahoma
– -$206K -6,811 Closed
SAG
1947
Spotlight Asset Group
Illinois
– -$204K -6,763 Closed
BWA
1948
Burt Wealth Advisors
Maryland
– -$153K -5,070 Closed
PCA
1949
Peddock Capital Advisors
Massachusetts
– -$118K -3,905 Closed
RWA
1950
Ropes Wealth Advisors
Massachusetts
– -$93K -3,075 Closed
76 77
78
79 80