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Wells Fargo
WFC

Overview Fund Activity

1,975 hedge funds and large institutions have $115B invested in Wells Fargo in 2023 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 630 increasing their positions, 900 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,975
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
31.15%
Holding in Top 10
61
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.86%
% of All Funds
0.96%
New
161
Increased
630
Reduced
900
Closed
147
Calls
$2.44B
Puts
$3.57B
Net Calls
-$1.14B
Net Calls Change
-$6.41M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.08B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$375M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$315M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$262M
5
Barclays
Barclays
United Kingdom
+$226M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$627M
2
Capital World Investors
Capital World Investors
California
-$437M
3
Ameriprise
Ameriprise
Minnesota
-$315M
4
Franklin Resources
Franklin Resources
California
-$275M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCWMU
376
Rothschild & Co Wealth Management (UK)
United Kingdom
$8.61M +$853K +19,997 +11%
AF
377
Alerus Financial
North Dakota
$8.58M +$4.27M +100,083 +99%
CWM
378
Calamos Wealth Management
Illinois
$8.55M -$209K -4,901 -2%
SIM
379
Sprucegrove Investment Management
Ontario, Canada
$8.54M -$1.54M -36,096 -15%
LC
380
Loews Corp
New York
$8.54M -$7.47M -175,000 -47%
JCP
381
Jennifer C. Price
$8.54M – – –
QI
382
QV Investors
Alberta, Canada
$8.45M -$286K -6,710 -3%
MCM
383
Maltese Capital Management
New York
$8.43M -$640K -15,000 -7%
GIM
384
Grassi Investment Management
California
$8.41M +$33.9K +794 +0.4%
AIA
385
Allied Investment Advisors
Montana
$8.4M +$412K +9,642 +5%
ZCM
386
Ziegler Capital Management
Illinois
$8.39M -$344K -8,059 -4%
IIM
387
Intact Investment Management
Quebec, Canada
$8.31M -$469K -11,000 -5%
Wealthfront Advisers
388
Wealthfront Advisers
California
$8.31M +$1.31M +30,627 +19%
EGA
389
Eagle Global Advisors
Texas
$8.26M -$368K -8,612 -4%
CB
390
Commerce Bank
Missouri
$8.25M -$152K -3,552 -2%
CCM
391
Channing Capital Management
Illinois
$8.25M +$266K +6,233 +3%
RJT
392
Raymond James Trust
Florida
$8.16M +$37.2K +872 +0.5%
MTIM
393
Marathon Trading Investment Management
Pennsylvania
$8.07M -$2.33M -54,531 -22%
Acadian Asset Management
394
Acadian Asset Management
Massachusetts
$8.04M +$2.75M +64,399 +52%
Hudson Bay Capital Management
395
Hudson Bay Capital Management
Connecticut
$7.96M -$45.4M -1,063,500 -85%
PWM
396
Perigon Wealth Management
California
$7.93M +$2.75M +64,474 +53%
NMERB
397
New Mexico Educational Retirement Board
New Mexico
$7.9M +$376K +8,800 +5%
CWA
398
Consilium Wealth Advisory
Texas
$7.84M +$16.4K +385 +0.2%
FCH
399
Freestone Capital Holdings
Washington
$7.82M +$760K +17,801 +11%
HAI
400
Hennessy Advisors Inc
California
$7.68M -$683K -16,000 -8%
14 15
16
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