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Wells Fargo
WFC

Overview Fund Activity

1,955 hedge funds and large institutions have $111B invested in Wells Fargo in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 711 increasing their positions, 818 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,955
Holders Change
-20
Holders Change %
-1.01%
% of All Funds
31.17%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
122
Increased
711
Reduced
818
Closed
120
Calls
$2.77B
Puts
$5.85B
Net Calls
-$3.09B
Net Calls Change
-$1.95B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.35B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$793M
3
Capital International Investors
Capital International Investors
California
$2.82B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$580M
5
Millennium Management
Millennium Management
New York
$357M

Top Sellers

1
BlackRock
BlackRock
New York
$10.6B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.11B
3
State Street
State Street
Massachusetts
$5.88B
4
ECU
Eisler Capital (UK)
United Kingdom
$561M
5
Citadel Advisors
Citadel Advisors
Florida
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
301
Carlson Capital
Texas
$15.4M +$1.36M +33,400 +10%
OAM
302
Oppenheimer Asset Management
New York
$15.2M -$126K -3,077 -0.8%
BSA
303
Braun Stacey Associates
New York
$15.1M +$551K +13,481 +4%
TG
304
TCW Group
California
$14.9M +$2.33K +57 +0%
Fuller & Thaler Asset Management
305
Fuller & Thaler Asset Management
California
$14.8M +$1.06M +25,980 +8%
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$14.8M -$20M -489,449 -58%
SBWIC
307
Schaper Benz & Wise Investment Counsel
Wisconsin
$14.8M -$3.47K -85 -0%
AQR Capital Management
308
AQR Capital Management
Connecticut
$14.6M +$923K +22,581 +7%
PCH
309
Polar Capital Holdings
United Kingdom
$14.4M -$67.4K -1,649 -0.5%
UB
310
UMB Bank
Missouri
$14.2M -$206K -5,049 -1%
AWM
311
AE Wealth Management
Kansas
$14.1M +$1.33M +32,650 +10%
EDRH
312
Edmond de Rothschild Holding
Switzerland
$13.9M -$28K -685 -0.2%
CAN
313
Cetera Advisor Networks
California
$13.9M +$840K +20,557 +6%
MI
314
M3F Inc
Utah
$13.7M -$1.63M -40,000 -11%
MML Investors Services
315
MML Investors Services
Massachusetts
$13.6M +$201K +4,921 +1%
BCIM
316
British Columbia Investment Management
British Columbia, Canada
$13.6M -$266K -6,515 -2%
PMG
317
ProVise Management Group
Florida
$13.6M +$567K +13,877 +4%
PWAG
318
Polaris Wealth Advisory Group
California
$13.5M +$87.8K +2,148 +0.7%
GIBU
319
Gulf International Bank (UK)
United Kingdom
$13.5M -$2.06M -50,518 -13%
MMA
320
Mizuho Markets Americas
New York
$13.4M +$13.4M +328,964 New
SSA
321
Schonfeld Strategic Advisors
New York
$13.4M -$7.23M -177,015 -35%
GKIM
322
GW&K Investment Management
Massachusetts
$13.3M -$20.6M -504,657 -61%
Janney Montgomery Scott
323
Janney Montgomery Scott
Pennsylvania
$13.2M +$61.2K +1,499 +0.5%
SAM
324
SP Asset Management
California
$13.1M -$381K -9,330 -3%
SCM
325
Sirios Capital Management
Massachusetts
$13M -$887K -21,707 -6%
11 12
13
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