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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 %
TCWM
2026
Total Clarity Wealth Management
Illinois
$35K +$35K +645 New
HWM
2027
Howard Wealth Management
Connecticut
$35K +$35K +668 New
JAM
2028
JCIC Asset Management
Ontario, Canada
$34K – – –
SIAP
2029
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K – – –
AWM
2030
AllSquare Wealth Management
New York
$31K +$31K +571 New
LPWM
2031
Lake Point Wealth Management
Texas
$31K +$31K +576 New
LGWM
2032
Litman Gregory Wealth Management
California
$30K -$16.9K -312 -36%
VIMU
2033
Veritas Investment Management (UK)
United Kingdom
$30K – – –
SIS
2034
Sound Income Strategies
Florida
$30K +$53 +1 +0.2%
EWA
2035
Evolution Wealth Advisors
Florida
$30K +$16.3K +306 +120%
BWM
2036
Baystate Wealth Management
Massachusetts
$28K -$5.41K -99 -16%
NCM
2037
New Capital Management
Texas
$28K – – –
HCA
2038
Horan Capital Advisors
Ohio
$27K – – –
1NWS
2039
1 North Wealth Services
Maryland
$27K +$13.7K +256 +103%
RBC
2040
Roble Belko & Company
Pennsylvania
$25K – – –
CP
2041
Corbenic Partners
Pennsylvania
$24K +$24K +437 New
TCM
2042
TD Capital Management
Tennessee
$23K – – –
CMA
2043
Cedar Mountain Advisors
Oregon
$22K +$22K +405 New
RCA
2044
Ranch Capital Advisors
Florida
$21K +$21K +391 New
SIA
2045
Sit Investment Associates
Minnesota
$20K – – –
RTC
2046
Riverview Trust Company
Washington
$20K – – –
HWM
2047
HighMark Wealth Management
Minnesota
$20K +$20K +382 New
EAM
2048
Eukles Asset Management
Ohio
$19K +$161 +3 +0.9%
JSC
2049
Jackson Square Capital
California
$19K +$19K +360 New
RAM
2050
Riggs Asset Management
Pennsylvania
$18K -$7.35K -140 -29%
80 81
82
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