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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 %
HRC
526
Hoertkorn Richard Charles
$3.8M -$3.74K -100 -0.1%
AF
527
Alerus Financial
North Dakota
$3.77M +$138K +3,682 +4%
CFLC
528
California First Leasing Corp
California
$3.75M – – –
RC
529
RBF Capital
California
$3.74M – – –
JFG
530
Jefferies Financial Group
New York
$3.74M +$1.44M +38,575 +63%
LFAS
531
Level Four Advisory Services
Texas
$3.73M -$26.2K -702 -0.7%
IWC
532
Integrated Wealth Concepts
Massachusetts
$3.73M +$2.42M +64,772 +185%
BG
533
Bahl & Gaynor
Ohio
$3.73M -$58.7K -1,571 -2%
MAM
534
Madison Asset Management
Wisconsin
$3.71M +$423K +11,323 +13%
IW
535
Imprint Wealth
South Carolina
$3.69M +$3.69M +98,777 New
FNFDCM
536
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.69M -$161K -4,300 -4%
SFS
537
Sowell Financial Services
Arkansas
$3.67M -$2.01M -53,883 -35%
IC
538
IEQ Capital
California
$3.64M -$916K -24,501 -20%
Assenagon Asset Management
539
Assenagon Asset Management
Luxembourg
$3.58M -$37.8K -1,012 -1%
AF
540
Apexium Financial
Texas
$3.57M +$75 +2 +0%
BCM
541
Brookmont Capital Management
Texas
$3.55M +$17.9K +480 +0.5%
CWM
542
Concentric Wealth Management
California
$3.48M +$47.3K +1,266 +1%
Vontobel Holding
543
Vontobel Holding
Switzerland
$3.48M -$2.93M -78,458 -46%
FFA
544
Fragasso Financial Advisors
Pennsylvania
$3.45M -$2.59M -69,283 -43%
PI
545
PEAK6 Investments
Illinois
$3.45M -$414K -11,066 -11%
WFC
546
Western Financial Corp
California
$3.41M – – –
CK
547
Cohen Klingenstein
New York
$3.4M – – –
PSC
548
Portman Square Capital
United Kingdom
$3.38M +$2.03M +54,236 +149%
CG
549
Cutler Group
California
$3.37M +$2.91M +77,834 +625%
CIC
550
Cornercap Investment Counsel
Georgia
$3.36M +$21.6K +579 +0.6%
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