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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
+$545M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$298M
3
Capital International Investors
Capital International Investors
California
+$291M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$212M
5
Millennium Management
Millennium Management
New York
+$155M

Top Sellers

1
BlackRock
BlackRock
New York
-$416M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$393M
3
State Street
State Street
Massachusetts
-$330M
4
ECU
Eisler Capital (UK)
United Kingdom
-$312M
5
Citadel Advisors
Citadel Advisors
Florida
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
351
QRG Capital Management
Illinois
$10.8M +$10.8M +263,125 New
SAM
352
Securian Asset Management
Minnesota
$10.7M -$1.78M -43,554 -14%
MHC
353
Meyer Handelman Company
New York
$10.4M -$28.6K -700 -0.3%
GT
354
Glenview Trust
Kentucky
$10.4M +$102K +2,485 +1%
LAM
355
Lountzis Asset Management
Pennsylvania
$10.4M -$2.04K -50 -0%
William Blair & Company
356
William Blair & Company
Illinois
$10.3M -$133K -3,265 -1%
GAM
357
Griffin Asset Management
New York
$10.3M -$13K -319 -0.1%
HIMCH
358
Hartford Investment Management Co (HIMCO)
Connecticut
$10.3M -$548K -13,422 -5%
MAA
359
Matrix Asset Advisors
New York
$10.2M -$654 -16 -0%
PAG
360
Private Advisor Group
New Jersey
$10.2M -$214K -5,232 -2%
Brown Advisory
361
Brown Advisory
Maryland
$10.1M +$640K +15,658 +7%
AU
362
Algebris (UK)
United Kingdom
$10.1M +$10.1M +246,663 New
CIS
363
Connors Investor Services
Pennsylvania
$10M -$1.08M -26,411 -10%
FM
364
Freemont Management
Switzerland
$9.9M -$1.67M -40,800 -14%
BBVA
365
Banco Bilbao Vizcaya Argentaria
Spain
$9.9M -$2M -49,276 -17%
BT
366
Brandywine Trust
Delaware
$9.85M – – –
Allspring Global Investments
367
Allspring Global Investments
North Carolina
$9.85M +$986K +24,121 +11%
BMSSC
368
B. Metzler seel. Sohn & Co
Germany
$9.81M -$2.75M -67,333 -22%
Robeco Institutional Asset Management
369
Robeco Institutional Asset Management
Netherlands
$9.67M -$4.81M -117,811 -33%
Cetera Investment Advisers
370
Cetera Investment Advisers
Illinois
$9.66M -$514K -12,591 -5%
WIM
371
Wittenberg Investment Management
Massachusetts
$9.48M -$517K -12,645 -5%
Pacer Advisors
372
Pacer Advisors
Pennsylvania
$9.48M -$144K -3,529 -1%
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$9.44M -$1.42M -34,681 -13%
RCWMU
374
Rothschild & Co Wealth Management (UK)
United Kingdom
$9.37M +$1.12M +27,411 +14%
PP
375
Prudential plc
United Kingdom
$9.29M -$1.74M -42,659 -16%
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