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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 %
BTWM
426
Baker Tilly Wealth Management
Wisconsin
$6.57M +$38.5K +902 +0.6%
CG
427
Cynosure Group
Utah
$6.55M +$3.18M +74,460 +94%
CIP
428
Chartwell Investment Partners
Pennsylvania
$6.48M +$1.63M +38,178 +34%
ELC
429
Edgar Lomax Company
Virginia
$6.44M -$88.3K -2,068 -1%
AF
430
Ally Financial
Michigan
$6.4M – – –
MFG
431
Monte Financial Group
Connecticut
$6.35M +$172K +4,021 +3%
PCM
432
Poehling Capital Management
Wisconsin
$6.33M -$144K -3,367 -2%
BPA
433
Beacon Pointe Advisors
California
$6.33M -$609K -14,261 -9%
EF
434
Empowered Funds
Pennsylvania
$6.18M +$1.51M +35,299 +32%
EST
435
EA Series Trust
Pennsylvania
$6.18M +$6.18M +144,868 New
BWM
436
BerganKDV Wealth Management
Minnesota
$6.16M +$30K +704 +0.5%
BCM
437
Blume Capital Management
California
$6.13M +$220K +5,150 +4%
TCM
438
Tufton Capital Management
Maryland
$6.06M -$37.5K -879 -0.6%
GCM
439
Gibraltar Capital Management
Oklahoma
$6.04M -$90.5K -2,121 -1%
PMAM
440
Picton Mahoney Asset Management
Ontario, Canada
$5.93M -$570K -13,350 -9%
LA
441
LBP AM
France
$5.89M -$1.67M -39,039 -22%
Los Angeles Capital Management
442
Los Angeles Capital Management
California
$5.89M -$1.62M -37,856 -22%
DA
443
DCM Advisors
New York
$5.87M -$47.9K -1,123 -0.8%
SM
444
Salzhauer Michael
$5.87M +$109K +2,557 +2%
JFL
445
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.81M -$555K -13,000 -9%
IFAM
446
Institutional & Family Asset Management
Colorado
$5.8M +$2.52K +59 +0%
KRSITF
447
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.75M -$38.1K -892 -0.7%
TI
448
tru Independence
Oregon
$5.72M +$243K +5,690 +4%
BFG
449
Beacon Financial Group
Texas
$5.66M -$111K -2,613 -2%
ECM
450
Estabrook Capital Management
New York
$5.66M -$46.9K -1,098 -0.8%
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