WFC icon

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 %
IWC
501
Integrated Wealth Concepts
Massachusetts
$4.44M +$16.8K +410 +0.4%
IC
502
IEQ Capital
California
$4.42M +$144K +3,512 +3%
VIM
503
Vinva Investment Management
Australia
$4.41M +$140K +3,425 +3%
Luther King Capital Management (LKCM)
504
Luther King Capital Management (LKCM)
Texas
$4.41M -$11.6K -284 -0.3%
QCM
505
Quantinno Capital Management
New York
$4.4M +$751K +18,385 +21%
HCM
506
Hutchinson Capital Management
California
$4.4M -$531 -13 -0%
FNBOO
507
First National Bank of Omaha
Nebraska
$4.4M -$460K -11,269 -9%
CIP
508
Chartwell Investment Partners
Pennsylvania
$4.39M -$1.82M -44,471 -29%
CFLC
509
California First Leasing Corp
California
$4.35M +$245K +6,000 +6%
NLGIA
510
Nippon Life Global Investors Americas
New York
$4.32M -$132K -3,230 -3%
QCM
511
Qsemble Capital Management
New York
$4.3M +$4.3M +105,300 New
DILIC
512
Dai-ichi Life Insurance Company
Japan
$4.29M – – –
TIAA Trust, National Association
513
TIAA Trust, National Association
North Carolina
$4.28M +$4.28M +104,800 New
CII
514
Capital International Inc
California
$4.28M +$735K +17,989 +21%
UAM
515
Unison Asset Management
Florida
$4.23M +$56K +1,371 +1%
PFS
516
Prospera Financial Services
Texas
$4.22M +$105K +2,564 +3%
PA
517
Procyon Advisors
Connecticut
$4.21M -$52.5K -1,284 -1%
DWM
518
Dorchester Wealth Management
Quebec, Canada
$4.17M -$107K -2,620 -3%
BS
519
Banco Santander
Spain
$4.16M +$1.48M +36,243 +55%
CA
520
Clearstead Advisors
Ohio
$4.16M +$2.13M +52,226 +105%
ESBC
521
E.S. Barr & Co
Kentucky
$4.14M -$19.2K -469 -0.5%
YIH
522
Y-Intercept (HK)
Hong Kong
$4.1M +$1M +24,501 +32%
SFA
523
Semmax Financial Advisors
North Carolina
$4.1M +$4.1M +99,712 New
CP
524
Clayton Partners
California
$4.09M -$604K -14,775 -13%
PA
525
PFG Advisors
Arizona
$4.08M -$422K -10,321 -9%
19 20
21
22 23