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Wells Fargo
WFC

Overview Fund Activity

2,047 hedge funds and large institutions have $230B invested in Wells Fargo in 2017 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 633 increasing their positions, 941 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,047
Holders Change
+188
Holders Change %
+10.11%
% of All Funds
46.49%
Holding in Top 10
232
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.92%
% of All Funds
5.27%
New
279
Increased
633
Reduced
941
Closed
70
Calls
$3.5B
Puts
$3.85B
Net Calls
-$352M
Net Calls Change
+$334M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$9.07B
2
Franklin Resources
Franklin Resources
California
$3.56B
3
BlackRock
BlackRock
New York
$17.4B
4
CG
Carmignac Gestion
France
$364M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.46B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.8B
2
Aberdeen Group
Aberdeen Group
United Kingdom
$250M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.96B
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$27.8B
5
Allianz Asset Management
Allianz Asset Management
Germany
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
2001
Focused Wealth Management
New York
$32K -$34.1K -557 -52%
DOA
2002
D'Orazio & Associates
Virginia
$32K +$9.99K +166 +45%
SWMG
2003
Signature Wealth Management Group
Georgia
$32K +$32K +533 New
NCM
2004
New Capital Management
Texas
$31K – – –
RAM
2005
Riggs Asset Management
Pennsylvania
$31K – – –
FGC
2006
Financial Gravity Companies
Texas
$31K +$31K +465 New
TFA
2007
Toth Financial Advisory
Virginia
$29K +$29K +470 New
TCM
2008
TD Capital Management
Tennessee
$26K – – –
Walleye Trading
2009
Walleye Trading
New York
$25K +$16.1K +265,987 +181%
HWM
2010
Holloway Wealth Management
Florida
$25K -$23K – –
HDIM
2011
Hanson & Doremus Investment Management
Vermont
$24K – – –
MWM
2012
MinichMacGregor Wealth Management
New York
$24K – – –
DG
2013
Delek Group
Israel
$24K +$24K +400 New
LWA
2014
Lowe Wealth Advisors
Maryland
$22K +$22K +363 New
FFW
2015
Fusion Family Wealth
New York
$19K +$19K +320 New
CTA
2016
Carillon Tower Advisers
Florida
$18K +$18K +296,892 New
LA
2017
Legacy Advisors
Pennsylvania
$18K -$6.21K -108 -26%
WCAMG
2018
Woodard & Company Asset Management Group
North Carolina
$18K +$18K +297 New
CAL
2019
Capital Advisors Ltd
Ohio
$17K -$6.57K -109 -28%
CIM
2020
Contravisory Investment Management
Massachusetts
$17K – – –
OWA
2021
One Wealth Advisors
California
$17K +$17K +275 New
BBA
2022
Braun-Bostich & Associates
Pennsylvania
$17K +$17K +276 New
MFT
2023
Moisand Fitzgerald Tamayo
Florida
$16K – – –
VIA
2024
Vantage Investment Advisors
Pennsylvania
$16K +$10.1K +170 +170%
SIS
2025
Sound Income Strategies
Florida
$16K +$16K +272 New
79 80
81
82 83