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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 %
DADC
376
D.A. Davidson & Co
Montana
$9.29M +$370K +9,060 +4%
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$9.26M -$221K -5,400 -2%
SCM
378
SKBA Capital Management
California
$9.25M +$49K +1,200 +0.5%
WMSA
379
Weiss Multi-Strategy Advisers
New York
$9.23M -$696K -17,040 -7%
Wealthfront Advisers
380
Wealthfront Advisers
California
$9.23M +$1.27M +31,070 +16%
CA
381
Cornerstone Advisors
North Carolina
$9.03M -$98.1K -2,400 -1%
TSW
382
Thompson Siegel & Walmsley
Virginia
$8.96M -$5.08M -124,436 -36%
FHB
383
First Hawaiian Bank
Hawaii
$8.73M +$6.5K +159 +0.1%
HCM
384
Hillman Capital Management
Maryland
$8.63M -$314K -7,677 -4%
CIBC Private Wealth Group
385
CIBC Private Wealth Group
Georgia
$8.54M -$1.93M -47,278 -18%
PA
386
Pinnacle Associates
New York
$8.38M -$119K -2,911 -1%
MG
387
Markel Group
Virginia
$8.35M – – –
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$8.35M -$58K -1,420 -0.7%
FCH
389
Freestone Capital Holdings
Washington
$8.25M +$768K +18,801 +10%
AIA
390
Allied Investment Advisors
Montana
$8.2M +$165K +4,035 +2%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$8.18M -$1.27M -31,139 -13%
VPIM
392
Vanguard Personalized Indexing Management
California
$8.09M +$922K +22,568 +13%
GIM
393
Grassi Investment Management
California
$8.01M -$40.7K -995 -0.5%
NMERB
394
New Mexico Educational Retirement Board
New Mexico
$7.98M +$413K +10,100 +5%
NA
395
NewEdge Advisors
Louisiana
$7.97M +$841K +20,592 +12%
IIM
396
Intact Investment Management
Quebec, Canada
$7.96M – – –
CWM
397
Calamos Wealth Management
Illinois
$7.94M -$247K -6,043 -3%
LA
398
LBP AM
France
$7.9M +$2.26M +55,277 +40%
EGA
399
Eagle Global Advisors
Texas
$7.87M -$37.6K -921 -0.5%
PWM
400
Perigon Wealth Management
California
$7.86M +$268K +6,547 +4%
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16
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