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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 %
BBI
476
Baxter Bros Inc
Connecticut
$5.05M -$164K -4,021 -3%
Kovitz Investment Group Partners
477
Kovitz Investment Group Partners
Illinois
$4.98M -$15.5K -380 -0.3%
SF
478
Synovus Financial
Georgia
$4.98M +$1.9M +46,525 +62%
WT
479
Whittier Trust
California
$4.9M +$15K +368 +0.3%
HI
480
Hoey Investments
Pennsylvania
$4.84M +$217K +5,307 +5%
WPC
481
Wedmont Private Capital
Pennsylvania
$4.83M -$159K -4,013 -3%
BCI
482
Brinker Capital Investments
Pennsylvania
$4.8M +$1.2M +29,416 +33%
OPS
483
Orion Portfolio Solutions
Nebraska
$4.8M +$1.2M +29,416 +33%
SIA
484
Soltis Investment Advisors
Utah
$4.8M +$3.57M +87,389 +291%
Lido Advisors
485
Lido Advisors
California
$4.77M +$92.9K +2,274 +2%
ATPW
486
Ashton Thomas Private Wealth
Arizona
$4.76M +$191K +4,674 +4%
Acadian Asset Management
487
Acadian Asset Management
Massachusetts
$4.76M -$2.94M -71,949 -38%
RG
488
Rathbones Group
United Kingdom
$4.74M +$4.74M +116,021 New
MHIC
489
Marble Harbor Investment Counsel
Massachusetts
$4.74M -$60.1K -1,470 -1%
TIM
490
Thompson Investment Management
Wisconsin
$4.73M -$111K -2,708 -2%
NMIMC
491
Northwestern Mutual Investment Management Company
Wisconsin
$4.72M -$117K -2,874 -2%
SFS
492
Sowell Financial Services
Arkansas
$4.65M -$394K -9,635 -8%
BFS
493
Bard Financial Services
Connecticut
$4.61M +$16.1K +395 +0.4%
TPCW
494
TD Private Client Wealth
New York
$4.6M -$710K -17,381 -13%
MP
495
MSD Partners
New York
$4.59M – – –
CC
496
Centiva Capital
New York
$4.56M +$4.09M +100,177 +871%
AAS
497
Avantax Advisory Services
Texas
$4.56M -$163K -3,999 -3%
HPG
498
Harvest Portfolios Group
Ontario, Canada
$4.5M +$79.6K +1,949 +2%
RFC
499
Regions Financial Corp
Alabama
$4.49M +$439K +10,754 +11%
NC
500
NBW Capital
Massachusetts
$4.47M -$47.8K -1,170 -1%
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