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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 %
BOPW
2151
Brandywine Oak Private Wealth
Pennsylvania
– -$202K -3,772 Closed
EDRIA
2152
Edmonds Duncan Registered Investment Advisors
Kansas
– -$201K -3,727 Closed
BIA
2153
Biondo Investment Advisors
Pennsylvania
– -$200K -3,675 Closed
APC
2154
Aspire Private Capital
North Carolina
– -$190K -3,540 Closed
BEAM
2155
Baker Ellis Asset Management
Washington
– -$170K -3,160 Closed
RP
2156
Rowlandmiller & Partners
Georgia
– -$167K -3,108 Closed
RA
2157
Rational Advisors
New York
– -$160K -2,973 Closed
BCI
2158
Brinker Capital Investments
Pennsylvania
– -$155K -2,877 Closed
KWM
2159
Keebeck Wealth Management
Illinois
– -$143K -2,675 Closed
LD
2160
Lipe & Dalton
New York
– -$137K -2,545 Closed
AWA
2161
Artemis Wealth Advisors
New York
– -$125K -2,325 Closed
WA
2162
Winfield Associates
Ohio
– -$125K -2,320 Closed
PCM
2163
Pinz Capital Management
New York
– -$102K -1,900 Closed
HI
2164
Hoey Investments
Pennsylvania
– -$101K -1,870 Closed
CWA
2165
Capital Wealth Alliance
Arizona
– -$59K -1,252 Closed
BRC
2166
Bell Rock Capital
Delaware
– -$55K -1,002 Closed
PWP
2167
Personal Wealth Partners
Minnesota
– -$53K -990 Closed
MAM
2168
Marquette Asset Management
Minnesota
– -$50K -934 Closed
CI
2169
Clal Insurance
Israel
– -$16K -861 Closed
GC
2170
Grace Capital
Massachusetts
– -$43K -800 Closed
SCA
2171
Stuart Chaussee & Associates
California
– -$42K -774 Closed
RMAM
2172
Raab & Moskowitz Asset Management
New Jersey
– -$41K -771 Closed
HWM
2173
Howard Wealth Management
Connecticut
– -$35K -668 Closed
TCWM
2174
Total Clarity Wealth Management
Illinois
– -$35K -645 Closed
JAM
2175
JCIC Asset Management
Ontario, Canada
– -$34K -625 Closed
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