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Wells Fargo
WFC

Overview Fund Activity

1,974 hedge funds and large institutions have $104B invested in Wells Fargo in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 758 increasing their positions, 791 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,974
Holders Change
-80
Holders Change %
-3.89%
% of All Funds
31.59%
Holding in Top 10
70
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.09%
% of All Funds
1.12%
New
144
Increased
758
Reduced
791
Closed
179
Calls
$2.2B
Puts
$3.33B
Net Calls
-$1.13B
Net Calls Change
+$92.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$415M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
3
Millennium Management
Millennium Management
New York
+$211M
4
BlackRock
BlackRock
New York
+$181M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.43B
2
Capital World Investors
Capital World Investors
California
-$946M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$389M
4
Barclays
Barclays
United Kingdom
-$311M
5
State Street
State Street
Massachusetts
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCAM
476
Owl Creek Asset Management
New York
$4.88M +$4.88M +130,419 New
BBI
477
Baxter Bros Inc
Connecticut
$4.84M -$101K -2,689 -2%
LFCM
478
Long Focus Capital Management
Puerto Rico
$4.82M +$748K +20,000 +18%
SIA
479
Sit Investment Associates
Minnesota
$4.82M -$2.03M -54,400 -30%
SA
480
Sicart Associates
New York
$4.81M -$733K -19,610 -13%
UCI
481
Uncommon Cents Investing
Wisconsin
$4.81M +$20.7K +555 +0.4%
TI
482
tru Independence
Oregon
$4.79M -$297K -7,953 -6%
AU
483
Algebris (UK)
United Kingdom
$4.76M -$8.74M -233,055 -65%
CFO
484
Callan Family Office
Pennsylvania
$4.75M +$4.75M +127,067 New
WT
485
Whittier Trust
California
$4.73M -$440K -11,769 -9%
KOCAA
486
Knights of Columbus Asset Advisors
Connecticut
$4.69M -$197K -5,274 -4%
SAM
487
Scion Asset Management
California
$4.67M +$4.67M +125,000 New
Acadian Asset Management
488
Acadian Asset Management
Massachusetts
$4.64M -$1.5M -40,255 -24%
FNBOO
489
First National Bank of Omaha
Nebraska
$4.63M -$63.6K -1,702 -1%
RGI
490
River Global Investors
United Kingdom
$4.63M -$187K -5,010 -4%
TBA
491
Tower Bridge Advisors
Pennsylvania
$4.59M +$3.95M +105,635 +613%
PWM
492
Perigon Wealth Management
California
$4.54M -$17.5K -469 -0.4%
Tudor Investment Corp
493
Tudor Investment Corp
Connecticut
$4.53M +$4.53M +121,301 New
Kovitz Investment Group Partners
494
Kovitz Investment Group Partners
Illinois
$4.51M -$724K -19,369 -14%
MIFH
495
Migdal Insurance & Financial Holdings
Israel
$4.5M +$3.12M +83,566 +228%
PFS
496
Prospera Financial Services
Texas
$4.49M +$1.41M +37,588 +45%
NMIMC
497
Northwestern Mutual Investment Management Company
Wisconsin
$4.48M +$13.1K +350 +0.3%
VF
498
Virtu Financial
New York
$4.45M +$2.2M +58,981 +98%
BIG
499
Boothe Investment Group
Delaware
$4.44M +$565K +15,121 +15%
TIM
500
Thompson Investment Management
Wisconsin
$4.38M +$111K +2,964 +3%
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