Wells Fargo & Co
WFC.PRY
5 hedge funds and large institutions have $75.6K invested in Wells Fargo & Co in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
67% more funds holding
Funds holding: 3 → 5 (+2)
0% less ownership
Funds ownership: 0.01% → 0.01% (-0%)
19% less capital invested
Capital invested by funds: $93.9K → $75.6K (-$18.2K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$4.61K |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
+$599 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $43K | -$23K | -999 | -35% |
|
|
ACA
2
Atlas Capital Advisors
Jackson,
Wyoming
| $24.7K | – | – | – |
|
|
TWM
3
Tradition Wealth Management
Edina,
Minnesota
| $5K | +$4.61K | +200 | New |
|
|
BWAM
4
Boyd Watterson Asset Management
Cleveland,
Ohio
| $2.29K | – | – | – |
|
|
OP
5
ORG Partners
Roanoke,
Indiana
| $594 | +$599 | +26 | New |
|
WFC.PRY Hedge Fund Activity: Q3 2023 in Review
5 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co (WFC.PRY) for Q3 2023, worth a combined $75.6K — down 19% from $93.9K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WFC.PRY positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Tradition Wealth Management, opening a new position worth an estimated $4.61K. The largest seller was PNC Financial Services Group, cutting an estimated $23K.
- 5 institutional investors held Wells Fargo & Co (WFC.PRY) as of Q3 2023, up from 3 in Q2 2023.
- Funds reported $75.6K of Wells Fargo & Co stock for Q3 2023, down 19% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Co positions in Q3 2023 and 0 closed out, a net change of +2 holders.
- The largest Wells Fargo & Co buyer in Q3 2023 was Tradition Wealth Management, an estimated $4.61K added.
- The largest Wells Fargo & Co seller in Q3 2023 was PNC Financial Services Group, an estimated $23K sold.
Based on aggregated 13F filings for Q3 2023.