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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 %
RC
401
RBF Capital
California
$7.68M +$3.41M +80,000 +80%
UM
402
UniSuper Management
Australia
$7.56M +$7.56M +177,025 New
WP
403
WealthSource Partners
California
$7.52M -$87.4K -2,047 -1%
VPIM
404
Vanguard Personalized Indexing Management
California
$7.49M +$943K +22,087 +14%
NA
405
NewEdge Advisors
Louisiana
$7.45M -$371K -8,682 -5%
TWC
406
TD Waterhouse Canada
Ontario, Canada
$7.39M -$2.05M -43,237 -22%
GS
407
GTS Securities
New York
$7.37M +$7.37M +172,729 New
BF
408
BOK Financial
Oklahoma
$7.31M +$1.37M +32,039 +23%
TRCT
409
Tower Research Capital (TRC)
New York
$7.31M +$381K +8,916 +5%
VIG
410
Vienna Insurance Group
Poland
$7.23M – – –
AI
411
Atria Investments
North Carolina
$7.2M -$704K -16,494 -9%
Wolverine Trading
412
Wolverine Trading
Illinois
$7.18M +$692K +16,311 +11%
HCMT
413
Highland Capital Management (Tennessee)
Tennessee
$7.14M -$158K -3,707 -2%
WP
414
Waycross Partners
Kentucky
$7.1M +$1.21M +28,330 +21%
NEAM
415
New England Asset Management
Connecticut
$7.04M – – –
NAM
416
NorthCrest Asset Manangement
Minnesota
$7.04M -$9.39K -220 -0.1%
MLICM
417
Metropolitan Life Insurance Company (MetLife)
New York
$6.98M -$295K -6,915 -4%
AAA
418
Adams Asset Advisors
Texas
$6.85M -$1.12M -26,250 -14%
MPM
419
Meritage Portfolio Management
Kansas
$6.78M -$394K -9,238 -5%
CA
420
CSM Advisors
Pennsylvania
$6.75M -$14.7K -345 -0.2%
CFB
421
Cullen/Frost Bankers
Texas
$6.68M -$194K -4,550 -3%
DWT
422
Dorsey & Whitney Trust
South Dakota
$6.66M -$126K -2,954 -2%
KAS
423
Kestra Advisory Services
Texas
$6.65M -$405K -9,485 -6%
API
424
Advisor Partners II
California
$6.64M +$1.71M +40,040 +35%
BCM
425
BTC Capital Management
Iowa
$6.6M -$89.8K -2,102 -1%
15 16
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