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Wells Fargo
WFC

Overview Fund Activity

1,803 hedge funds and large institutions have $87.2B invested in Wells Fargo in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 703 increasing their positions, 831 reducing their positions, and 388 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,803
Holders Change
-288
Holders Change %
-13.77%
% of All Funds
39.83%
Holding in Top 10
75
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-42.75%
% of All Funds
1.66%
New
126
Increased
703
Reduced
831
Closed
388
Calls
$1.27B
Puts
$1.64B
Net Calls
-$373M
Net Calls Change
+$422M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$446M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$437M
3
Charles Schwab
Charles Schwab
California
+$272M
4
Dodge & Cox
Dodge & Cox
California
+$175M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$168M

Top Sellers

1
DAM
Davis Asset Management
California
-$40.2B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
3
CSIA
Charles Schwab Investment Advisory
California
-$444M
4
Capital International Investors
Capital International Investors
California
-$354M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
2001
Continuum Advisory
Idaho
– -$332K -6,180 Closed
KOMWMG
2002
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$332K -6,171 Closed
LCM
2003
Liberty Capital Management
Michigan
– -$332K -6,165 Closed
HR
2004
Hardy Reed
Mississippi
– -$331K -6,151 Closed
GD
2005
Grandfield & Dodd
New York
– -$329K -6,109 Closed
EI
2006
Ethic Inc
New York
– -$328K -6,102 Closed
WAS
2007
WESPAC Advisors SoCal
California
– -$328K -6,096 Closed
LDFR
2008
Lehman & Derafelo Financial Resources
Pennsylvania
– -$327K -6,070 Closed
CRWM
2009
Castle Rock Wealth Management
California
– -$291K -6,067 Closed
CF
2010
Copperwynd Financial
Arizona
– -$326K -6,066 Closed
MFW
2011
Mosaic Family Wealth
Missouri
– -$325K -6,050 Closed
NC
2012
Noked Capital
Israel
– -$323K -6,000 Closed
NI
2013
Noked Israel
Israel
– -$323K -6,000 Closed
ACA
2014
Ackerman Capital Advisors
Texas
– -$323K -6,000 Closed
RP
2015
Rice Partnership
Hawaii
– -$322K -5,986 Closed
BRM
2016
Boston Research & Management
Massachusetts
– -$319K -5,945 Closed
KP
2017
Keel Point
Alabama
– -$319K -5,932 Closed
DMC
2018
Drexel Morgan & Co
Pennsylvania
– -$319K -5,926 Closed
AWA
2019
Alaska Wealth Advisors
Alaska
– -$316K -5,874 Closed
TWP
2020
Tempus Wealth Planning
California
– -$315K -5,860 Closed
MCP
2021
Mirador Capital Partners
California
– -$313K -5,820 Closed
NWM
2022
Northwest Wealth Management
Iowa
– -$313K -5,815 Closed
OCG
2023
Opus Capital Group
Ohio
– -$313K -5,809 Closed
BA
2024
Birinyi Associates
Connecticut
– -$312K -5,795 Closed
FM
2025
Family Management
New York
– -$311K -5,783 Closed
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