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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 %
PFO
451
Pathstone Family Office
New Jersey
$5.85M +$2.87M +69,847 +96%
GCM
452
Gibraltar Capital Management
Oklahoma
$5.84M +$61K +1,493 +1%
TCM
453
Tufton Capital Management
Maryland
$5.77M -$37K -906 -0.6%
MGP
454
Metis Global Partners
California
$5.76M +$752K +18,405 +15%
NB
455
Norinchukin Bank
Japan
$5.75M -$6.46M -158,215 -53%
CG
456
Cynosure Group
Utah
$5.73M -$536K -13,114 -9%
EWA
457
EP Wealth Advisors
California
$5.72M +$5.28M +129,261 +1,193%
PMAM
458
Picton Mahoney Asset Management
Ontario, Canada
$5.68M +$1.64K +40 +0%
WP
459
Waycross Partners
Kentucky
$5.66M -$1.14M -27,824 -17%
TWC
460
TD Waterhouse Canada
Ontario, Canada
$5.65M -$1.11M -25,724 -16%
IFAM
461
Institutional & Family Asset Management
Colorado
$5.57M +$18.2K +445 +0.3%
DA
462
DCM Advisors
New York
$5.55M -$72.9K -1,784 -1%
ECM
463
Estabrook Capital Management
New York
$5.55M +$129K +3,147 +2%
TI
464
tru Independence
Oregon
$5.49M +$18.1K +443 +0.3%
SM
465
Salzhauer Michael
$5.48M -$137K -3,351 -2%
BFG
466
Beacon Financial Group
Texas
$5.46M -$44.8K -1,086 -0.8%
EF
467
Empirical Finance
Pennsylvania
$5.45M +$487K +11,912 +10%
TBA
468
Tower Bridge Advisors
Pennsylvania
$5.41M +$488K +11,944 +10%
WAM
469
Wolverine Asset Management
Illinois
$5.38M +$4.98M +121,980 +1,267%
CTA
470
Chesley Taft & Associates
Illinois
$5.28M +$33.2K +812 +0.6%
LFCM
471
Long Focus Capital Management
Puerto Rico
$5.27M – – –
UCI
472
Uncommon Cents Investing
Wisconsin
$5.22M -$40.9K -1,000 -0.8%
SA
473
Sicart Associates
New York
$5.19M -$42.2K -1,033 -0.8%
KRSITF
474
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.14M -$361K -8,835 -7%
CCM
475
Cinctive Capital Management
New York
$5.1M +$5.1M +124,890 New
17 18
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