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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
$6.47B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.04B
3
DZ Bank
DZ Bank
Germany
$514M
4
Vanguard Group
Vanguard Group
Pennsylvania
$12.8B
5
American Century Companies
American Century Companies
Missouri
$452M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$26.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$364M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$637M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
$0
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CYG
1951
Clean Yield Group
Vermont
– -$86K -2,848 Closed
EA
1952
Elm Advisors
California
– -$69K -2,290 Closed
RPWA
1953
Regent Peak Wealth Advisors
Georgia
– -$65K -2,139 Closed
BBHBI
1954
B, B, H, & B Inc
Alabama
– -$62K -2,074 Closed
VCG
1955
Vantage Consulting Group
Virginia
– -$62K -2,041 Closed
BWM
1956
Birchcreek Wealth Management
Ohio
– -$49K -1,645 Closed
IA
1957
Inspire Advisors
Idaho
– -$38K -1,270 Closed
CTFG
1958
Capstone Triton Financial Group
Oklahoma
– -$36K -1,209 Closed
SIAG
1959
Safeguard Investment Advisory Group
California
– -$34K -1,152 Closed
AWG
1960
Altus Wealth Group
Colorado
– -$33K -1,105 Closed
TIAM2
1961
Tru Independence Asset Management 2
Oregon
– -$32K -1,050 Closed
YAL
1962
Your Advocates Ltd
Texas
– -$22K -921 Closed
PS
1963
Planned Solutions
California
– -$27K -900 Closed
BSSFA
1964
Baron Silver Stevens Financial Advisors
Florida
– -$26K -862 Closed
BCM
1965
Bourgeon Capital Management
Connecticut
– -$23K -750 Closed
KC
1966
Kinloch Capital
Virginia
– -$16K -540 Closed
CWM
1967
Curi Wealth Management
North Carolina
– -$16K -531 Closed
GI
1968
GS Investments
Minnesota
– -$15K -500 Closed
KCM
1969
Kathmere Capital Management
Pennsylvania
– -$14K -466 Closed
CP
1970
Corbenic Partners
Pennsylvania
– -$13K -437 Closed
FWM
1971
FSA Wealth Management
Massachusetts
– -$13K -425 Closed
T2I
1972
Turim 21 Investimentos
Brazil
– -$12K -412 Closed
AssetMark Inc
1973
AssetMark Inc
California
– -$10K -338 Closed
SIM
1974
Seaview Investment Managers
Florida
– -$7K -263 Closed
FFG
1975
Fortem Financial Group
California
– -$7K -236 Closed
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