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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 %
BMC
2026
Benin Management Corp
Connecticut
– -$310K -5,771 Closed
LC
2027
Lincoln Capital
Nebraska
– -$310K -5,760 Closed
PA
2028
Probity Advisors
Texas
– -$310K -5,759 Closed
AWM
2029
Aevitas Wealth Management
Massachusetts
– -$336K -5,740 Closed
SHWM
2030
Smith & Howard Wealth Management
Georgia
– -$309K -5,738 Closed
FAG
2031
Financial Advisory Group
Texas
– -$306K -5,685 Closed
MJRIC
2032
Mogy Joel R Investment Counsel
California
– -$305K -5,675 Closed
LWM
2033
Lyell Wealth Management
California
– -$302K -5,621 Closed
BWP
2034
BSW Wealth Partners
Colorado
– -$302K -5,605 Closed
VBFP
2035
Valtinson Bruner Financial Planning
Minnesota
– -$296K -5,577 Closed
DDPIC
2036
Deroy & Devereaux Private Investment Counsel
Michigan
– -$299K -5,550 Closed
RCA
2037
Resonant Capital Advisors
Wisconsin
– -$298K -5,544 Closed
GAB
2038
German American Bancorp
Indiana
– -$297K -5,517 Closed
5L
2039
55I LLC
Massachusetts
– -$296K -5,506 Closed
SC
2040
Saybrook Capital
North Carolina
– -$296K -5,500 Closed
CNB
2041
Camden National Bank
Maine
– -$295K -5,479 Closed
CTI
2042
Community Trust & Investment
Kentucky
– -$294K -5,464 Closed
JHP
2043
James Hambro & Partners
United Kingdom
– -$292K -5,426 Closed
ACA
2044
Affinity Capital Advisors
California
– -$290K -5,391 Closed
HFA
2045
Huber Financial Advisors
Illinois
– -$290K -5,384 Closed
CWC
2046
Carolinas Wealth Consulting
North Carolina
– -$284K -5,379 Closed
AMC
2047
Asset Management Corp
Illinois
– -$289K -5,369 Closed
CCFCSB
2048
Cape Cod Five Cents Savings Bank
Massachusetts
– -$288K -5,361 Closed
BMM
2049
Buffington Mohr McNeal
Idaho
– -$288K -5,354 Closed
AIA
2050
Angeles Investment Advisors
California
– -$287K -5,338 Closed
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