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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 %
WPIC
2051
White Pine Investment Company
Michigan
– -$286K -5,321 Closed
AAM
2052
AR Asset Management
California
– -$285K -5,300 Closed
PFA
2053
Pure Financial Advisors
California
– -$284K -5,285 Closed
BFA
2054
Benedict Financial Advisors
Georgia
– -$284K -5,273 Closed
RPAM
2055
Rhenman & Partners Asset Management
Sweden
– -$284K -5,272 Closed
FAN
2056
Financial Advisors Network
California
– -$283K -5,265 Closed
PFA
2057
Pathway Financial Advisors
Vermont
– -$257K -5,244 Closed
SWRP
2058
Summit Wealth & Retirement Planning
California
– -$280K -5,208 Closed
SFG
2059
Sunburst Financial Group
Alabama
– -$279K -5,180 Closed
FPCP
2060
Fort Point Capital Partners
California
– -$278K -5,176 Closed
LF
2061
LifeSteps Financial
California
– -$276K -5,126 Closed
WAS
2062
Wealth Advisory Solutions
Indiana
– -$276K -5,123 Closed
CG
2063
Corundum Group
Colorado
– -$276K -5,123 Closed
CAM
2064
Congress Asset Management
Massachusetts
– -$274K -5,089 Closed
CIA
2065
Caledonia Investments (Australia)
Australia
– -$274K -5,088 Closed
FIA
2066
Foundations Investment Advisors
Arizona
– -$270K -5,080 Closed
THWM
2067
Taylor Hoffman Wealth Management
Virginia
– -$273K -5,080 Closed
AWM
2068
Aprio Wealth Management
Georgia
– -$273K -5,074 Closed
VWA
2069
V Wealth Advisors
Kansas
– -$256K -5,073 Closed
SWM
2070
Stockman Wealth Management
Montana
– -$273K -5,072 Closed
WAAG
2071
Wealth Alliance Advisory Group
Kansas
– -$272K -5,057 Closed
SCM
2072
Smith Capital Management
Arkansas
– -$272K -5,048 Closed
JWM
2073
JGP Wealth Management
Oregon
– -$267K -5,030 Closed
ACG
2074
Allen Capital Group
Nebraska
– -$270K -5,015 Closed
IA
2075
Independence Advisors
Pennsylvania
– -$269K -5,004 Closed
81 82
83
84 85