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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 %
CFLC
501
California First Leasing Corp
California
$4.29M – – –
IW
502
Imprint Wealth
South Carolina
$4.28M +$67.6K +1,583 +2%
EWA
503
EP Wealth Advisors
California
$4.28M +$2.91M +7,367 +212%
Verition Fund Management
504
Verition Fund Management
Connecticut
$4.28M -$21.6M -505,316 -83%
ECM
505
ExodusPoint Capital Management
New York
$4.25M -$3.14M -73,617 -42%
MAM
506
Madison Asset Management
Wisconsin
$4.25M +$11.4K +266 +0.3%
SI
507
Stephens Inc
Arkansas
$4.23M +$971K +22,744 +30%
RFC
508
Regions Financial Corp
Alabama
$4.23M +$524K +12,288 +14%
FNFDCM
509
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.16M -$50.2K -1,177 -1%
AWS
510
Atria Wealth Solutions
New York
$4.15M +$521K +12,199 +14%
QC
511
Quadrature Capital
United Kingdom
$4.08M -$9.28M -217,553 -69%
BBWA
512
Bell & Brown Wealth Advisors
California
$4.08M +$989K +23,169 +32%
AF
513
Apexium Financial
Texas
$4.08M +$43 +1 +0%
BCM
514
Brookmont Capital Management
Texas
$4.06M +$768 +18 +0%
BG
515
Bahl & Gaynor
Ohio
$4.05M -$208K -4,879 -5%
TCM
516
Twin Capital Management
Pennsylvania
$3.95M +$414K +9,691 +12%
Capstone Investment Advisors
517
Capstone Investment Advisors
New York
$3.91M -$3.22M -75,558 -45%
WFC
518
Western Financial Corp
California
$3.89M -$683 -16 -0%
CK
519
Cohen Klingenstein
New York
$3.88M – – –
Assenagon Asset Management
520
Assenagon Asset Management
Luxembourg
$3.85M -$234K -5,494 -6%
CFO
521
Callan Family Office
Pennsylvania
$3.85M -$1.57M -36,800 -29%
CWM
522
Concentric Wealth Management
California
$3.84M -$138K -3,224 -3%
CM
523
Crestline Management
Texas
$3.83M -$8.96M -210,000 -70%
MCM
524
Mill Capital Management
North Carolina
$3.82M – – –
QCM
525
Quantinno Capital Management
New York
$3.82M +$1.41M +32,972 +58%
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