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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 %
CP
476
Clayton Partners
California
$4.9M -$2.18M -50,995 -31%
Lido Advisors
477
Lido Advisors
California
$4.88M -$5M -117,059 -51%
HI
478
Hoey Investments
Pennsylvania
$4.82M +$346K +8,109 +8%
BFS
479
Bard Financial Services
Connecticut
$4.8M +$1.12M +26,250 +30%
MP
480
MSD Partners
New York
$4.79M – – –
RGI
481
River Global Investors
United Kingdom
$4.78M -$506K -11,850 -10%
ATPW
482
Ashton Thomas Private Wealth
Arizona
$4.78M +$320K +7,504 +7%
NC
483
NBW Capital
Massachusetts
$4.72M +$308K +7,226 +7%
PA
484
PFG Advisors
Arizona
$4.71M -$185K -4,333 -4%
NLGIA
485
Nippon Life Global Investors Americas
New York
$4.65M -$1.84M -43,090 -28%
IWC
486
Integrated Wealth Concepts
Massachusetts
$4.62M +$366K +8,565 +9%
Luther King Capital Management (LKCM)
487
Luther King Capital Management (LKCM)
Texas
$4.62M +$197K +4,621 +4%
HPG
488
Harvest Portfolios Group
Ontario, Canada
$4.62M -$357K -8,358 -7%
HCM
489
Hutchinson Capital Management
California
$4.6M +$1.67K +39 +0%
DILIC
490
Dai-ichi Life Insurance Company
Japan
$4.48M -$2.1M -49,238 -32%
DWM
491
Dorchester Wealth Management
Quebec, Canada
$4.47M +$108K +2,540 +2%
IC
492
IEQ Capital
California
$4.47M +$314K +7,368 +8%
PA
493
Procyon Advisors
Connecticut
$4.45M +$4.45M +104,277 New
VIM
494
Vinva Investment Management
Australia
$4.44M +$663K +15,607 +18%
UAM
495
Unison Asset Management
Florida
$4.36M +$5.51K +129 +0.1%
AIP
496
Ameritas Investment Partners
Nebraska
$4.36M -$1.23M -28,825 -22%
ESBC
497
E.S. Barr & Co
Kentucky
$4.35M -$23.2K -543 -0.5%
LFAS
498
Level Four Advisory Services
Texas
$4.34M +$74.6K +1,747 +2%
WAM
499
Winslow Asset Management
Ohio
$4.31M -$124K -2,910 -3%
PFS
500
Prospera Financial Services
Texas
$4.3M -$829K -19,428 -16%
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