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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 %
TPCW
451
TD Private Client Wealth
New York
$5.55M +$623K +14,587 +13%
Nomura Holdings
452
Nomura Holdings
Japan
$5.53M -$4.29M -100,619 -44%
Man Group
453
Man Group
United Kingdom
$5.51M +$5.51M +129,074 New
LFCM
454
Long Focus Capital Management
Puerto Rico
$5.5M – – –
UCI
455
Uncommon Cents Investing
Wisconsin
$5.5M +$4.48K +105 +0.1%
CTA
456
Chesley Taft & Associates
Illinois
$5.49M -$103K -2,409 -2%
WPC
457
Wedmont Private Capital
Pennsylvania
$5.47M +$4.67M +107,249 +585%
SA
458
Sicart Associates
New York
$5.47M -$29K -680 -0.5%
BBI
459
Baxter Bros Inc
Connecticut
$5.44M -$88.7K -2,078 -2%
PF
460
Phoenix Financial
Israel
$5.44M -$137M -3,201,841 -96%
KOCAA
461
Knights of Columbus Asset Advisors
Connecticut
$5.4M +$41.9K +982 +0.8%
LWIC
462
Leith Wheeler Investment Counsel
British Columbia, Canada
$5.36M -$12.9M -302,671 -71%
IP
463
Interval Partners
New York
$5.27M -$1.82M -42,618 -26%
SFS
464
Sowell Financial Services
Arkansas
$5.27M +$1.08M +25,375 +26%
MGP
465
Metis Global Partners
California
$5.23M -$420K -9,849 -7%
Kovitz Investment Group Partners
466
Kovitz Investment Group Partners
Illinois
$5.22M +$69.6K +1,631 +1%
EF
467
Empirical Finance
Pennsylvania
$5.18M +$504K +11,819 +11%
TBA
468
Tower Bridge Advisors
Pennsylvania
$5.14M -$100K -2,351 -2%
WT
469
Whittier Trust
California
$5.1M -$298K -6,989 -6%
FNBOO
470
First National Bank of Omaha
Nebraska
$5.08M -$208K -4,872 -4%
TIM
471
Thompson Investment Management
Wisconsin
$5.06M +$57.1K +1,338 +1%
NMIMC
472
Northwestern Mutual Investment Management Company
Wisconsin
$5.05M -$60.6K -1,420 -1%
MHIC
473
Marble Harbor Investment Counsel
Massachusetts
$5.01M +$20.7K +485 +0.4%
CANY
474
Caxton Associates (New York)
New York
$4.97M +$4.97M +116,387 New
AAS
475
Avantax Advisory Services
Texas
$4.94M +$378K +8,851 +8%
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