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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 %
C
2001
Cerebellum
California
– -$328K -6,933 Closed
HKAM
2002
Horizon Kinetics Asset Management
New York
– -$302K -6,383 Closed
MIM
2003
Moseley Investment Management
Florida
– -$287K -6,073 Closed
IOOF
2004
Independent Order of Foresters
Ontario, Canada
– -$284K -6,002 Closed
CAMG
2005
CWA Asset Management Group
Florida
– -$283K -5,980 Closed
WA
2006
Waverly Advisors
Alabama
– -$281K -5,937 Closed
AFNAS
2007
American Financial Network Advisory Services
California
– -$274K -5,918 Closed
AWA
2008
Alaska Wealth Advisors
Alaska
– -$275K -5,698 Closed
BCM
2009
BlueCrest Capital Management
Jersey
– -$260K -5,489 Closed
HCM
2010
Hudson Capital Management
New Jersey
– -$257K -5,440 Closed
LSA
2011
L & S Advisors
California
– -$235K -4,966 Closed
TI
2012
Truepoint Inc
Ohio
– -$235K -4,963 Closed
BMCM
2013
Bryn Mawr Capital Management
Pennsylvania
– -$227K -4,802 Closed
NP
2014
NS Partners
United Kingdom
– -$224K -4,737 Closed
SEIA
2015
Signature Estate & Investment Advisors
California
– -$221K -4,658 Closed
EIA
2016
Edgemoor Investment Advisors
Maryland
– -$219K -4,619 Closed
CHP
2017
Cable Hill Partners
Oregon
– -$210K -4,448 Closed
TAM
2018
Trillium Asset Management
Massachusetts
– -$204K -4,317 Closed
COI
2019
Capital One Investing
Virginia
– -$203K -4,286 Closed
DWM
2020
Destination Wealth Management
California
– -$198K -4,191 Closed
MUS
2021
Mitsubishi UFJ Securities
Japan
– -$144K -3,040 Closed
AIP
2022
Almanack Investment Partners
Pennsylvania
– -$134K -2,827 Closed
LA
2023
Legacy Advisors
Pennsylvania
– -$105K -2,220 Closed
MS
2024
Mizuho Securities
Japan
– -$95K -2,000 Closed
PFC
2025
Phocas Financial Corp
California
– -$91K -1,930 Closed
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