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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 %
KOCAA
401
Knights of Columbus Asset Advisors
Connecticut
$7.85M +$2.68M +65,483 +52%
AI
402
Atria Investments
North Carolina
$7.81M +$911K +22,294 +13%
ZCM
403
Ziegler Capital Management
Illinois
$7.79M -$247K -6,057 -3%
AF
404
Alerus Financial
North Dakota
$7.79M -$428K -10,475 -5%
OCM
405
Olstein Capital Management
New York
$7.76M -$490K -12,000 -6%
CB
406
Commerce Bank
Missouri
$7.73M -$168K -4,106 -2%
ACM
407
Aquatic Capital Management
Illinois
$7.6M +$7.6M +185,900 New
SIM
408
Sprucegrove Investment Management
Ontario, Canada
$7.56M -$623K -15,237 -8%
CCM
409
Channing Capital Management
Illinois
$7.47M -$434K -10,613 -5%
AAA
410
Adams Asset Advisors
Texas
$7.42M +$866K +21,184 +13%
HP
411
Hikari Power
Japan
$7.37M -$1.94M -47,500 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
412
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.35M -$13M -317,000 -64%
HAI
413
Hennessy Advisors Inc
California
$7.28M -$77.6K -1,900 -1%
TRCT
414
Tower Research Capital (TRC)
New York
$7.12M +$125K +3,060 +2%
Capstone Investment Advisors
415
Capstone Investment Advisors
New York
$7.08M +$3.33M +81,557 +89%
PL
416
Parkwood LLC
Ohio
$7.07M +$7.07M +172,958 New
LWIC
417
Leith Wheeler Investment Counsel
British Columbia, Canada
$7.01M +$1.87M +45,850 +36%
CWA
418
Consilium Wealth Advisory
Texas
$7M -$515K -12,594 -7%
RC
419
RBF Capital
California
$6.95M -$409K -10,000 -6%
CM
420
Crestline Management
Texas
$6.95M +$3.28M +80,254 +89%
API
421
Advisor Partners II
California
$6.93M +$579K +14,170 +9%
VIG
422
Vienna Insurance Group
Poland
$6.93M – – –
BF
423
BOK Financial
Oklahoma
$6.84M +$25.9K +652 +0.4%
NAM
424
NorthCrest Asset Manangement
Minnesota
$6.64M -$92.2K -2,256 -1%
KAS
425
Kestra Advisory Services
Texas
$6.64M +$266K +6,519 +4%
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