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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 %
RJT
426
Raymond James Trust
Florida
$6.55M -$1.26M -30,778 -16%
YIA
427
YHB Investment Advisors
Connecticut
$6.5M +$3.17M +75,914 +95%
VRS
428
Virginia Retirement Systems
Virginia
$6.46M +$6.46M +158,100 New
CA
429
CSM Advisors
Pennsylvania
$6.46M -$817 -20 -0%
Wolverine Trading
430
Wolverine Trading
Illinois
$6.42M -$491K -12,024 -7%
NEAM
431
New England Asset Management
Connecticut
$6.37M -$365K -8,942 -5%
BCM
432
BTC Capital Management
Iowa
$6.37M +$46.9K +1,147 +0.7%
DWT
433
Dorsey & Whitney Trust
South Dakota
$6.36M -$11.2K -275 -0.2%
MPM
434
Meritage Portfolio Management
Kansas
$6.35M -$142K -3,464 -2%
Envestnet Portfolio Solutions
435
Envestnet Portfolio Solutions
Illinois
$6.34M +$6.34M +155,284 New
Los Angeles Capital Management
436
Los Angeles Capital Management
California
$6.28M +$648K +15,862 +12%
CFB
437
Cullen/Frost Bankers
Texas
$6.27M -$124K -3,038 -2%
MCM
438
Maltese Capital Management
New York
$6.23M -$1.84M -45,000 -23%
MLICM
439
Metropolitan Life Insurance Company (MetLife)
New York
$6.19M -$496K -12,140 -7%
WP
440
WealthSource Partners
California
$6.17M -$1.03M -25,172 -14%
EF
441
Empowered Funds
Pennsylvania
$6.15M +$228K +5,580 +4%
AF
442
Ally Financial
Michigan
$6.13M – – –
TC
443
TwinBeech Capital
New York
$6.09M +$6.09M +149,047 New
PCM
444
Poehling Capital Management
Wisconsin
$6.07M +$15.1K +370 +0.2%
ELC
445
Edgar Lomax Company
Virginia
$6.07M -$98.5K -2,410 -2%
HCMT
446
Highland Capital Management (Tennessee)
Tennessee
$6.06M -$774K -18,953 -11%
MFG
447
Monte Financial Group
Connecticut
$6.03M -$43.2K -1,057 -0.7%
CTC (Chicago Trading Company)
448
CTC (Chicago Trading Company)
Illinois
$5.99M +$5.99M +146,615 New
SG Americas Securities
449
SG Americas Securities
New York
$5.94M -$9.34M -228,601 -61%
BCM
450
Blume Capital Management
California
$5.85M -$10.4K -255 -0.2%
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