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Wells Fargo
WFC

Overview Fund Activity

2,091 hedge funds and large institutions have $169B invested in Wells Fargo in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 707 increasing their positions, 883 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,091
Holders Change
+156
Holders Change %
+8.06%
% of All Funds
41.29%
Holding in Top 10
131
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.38%
% of All Funds
2.59%
New
264
Increased
707
Reduced
883
Closed
80
Calls
$2.19B
Puts
$2.99B
Net Calls
-$795M
Net Calls Change
-$811M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$741M
3
AAMU
Amundi Asset Management US
Massachusetts
+$416M
4
Millennium Management
Millennium Management
New York
+$389M
5
Morgan Stanley
Morgan Stanley
New York
+$308M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.97B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$680M
3
Franklin Resources
Franklin Resources
California
-$544M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$522M
5
BlackRock
BlackRock
New York
-$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
2001
Capital Wealth Alliance
Arizona
$59K +$59K +1,252 New
BRC
2002
Bell Rock Capital
Delaware
$55K +$494 +9 +0.9%
BAM
2003
Bellevue Asset Management
Washington
$55K +$55K +1,015 New
KFS
2004
Kelly Financial Services
Massachusetts
$54.1K +$108 +2 +0.2%
WAM
2005
Westport Asset Management
Connecticut
$54K – – –
PWP
2006
Personal Wealth Partners
Minnesota
$53K -$859K -16,052 -94%
TCCM
2007
Timber Creek Capital Management
Massachusetts
$52K – – –
OSNBOA
2008
Old Second National Bank of Aurora
Illinois
$52K +$20.1K +377 +63%
LFG
2009
Larson Financial Group
Missouri
$51K +$28.7K +534 +128%
MAM
2010
Marquette Asset Management
Minnesota
$50K -$16.1K -300 -24%
HDIM
2011
Hanson & Doremus Investment Management
Vermont
$47K +$32.4K +600 +222%
BCM
2012
Birch Capital Management
Texas
$46K +$46K +850 New
GC
2013
Grace Capital
Massachusetts
$43K +$43K +800 New
EWP
2014
Engrave Wealth Partners
Texas
$43K +$43K +813 New
SCA
2015
Stuart Chaussee & Associates
California
$42K – – –
RMAM
2016
Raab & Moskowitz Asset Management
New Jersey
$41K +$41K +771 New
WOC
2017
West Oak Capital
California
$40K – – –
GTAM
2018
Global Trust Asset Management
Florida
$40K – – –
PCIA
2019
Prime Capital Investment Advisors
Kansas
$40K +$28.8K +540 +257%
FWM
2020
FSA Wealth Management
Massachusetts
$40K +$40K +744 New
MCM
2021
MV Capital Management
Maryland
$39K -$4.56K -84 -10%
CHA
2022
Carmichael Hill & Associates
Maryland
$38K +$38K +701 New
PA
2023
Procyon Advisors
Connecticut
$37K +$37K +686 New
GWMIA
2024
Global Wealth Management Investment Advisory
Florida
$36K -$1.01K -19 -3%
WQ
2025
Wealth Quarterback
New Jersey
$35.1K +$35.1K +16,818 New
79 80
81
82 83