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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 %
FP
526
Factorial Partners
New York
$3.81M – – –
KA
527
Kerrisdale Advisers
Florida
$3.79M – – –
OPS
528
Orion Portfolio Solutions
Nebraska
$3.76M +$345K +8,084 +10%
BCI
529
Brinker Capital Investments
Pennsylvania
$3.76M +$345K +8,084 +10%
GFA
530
Gifford Fong Associates
California
$3.76M – – –
ECM
531
Elgethun Capital Management
South Dakota
$3.75M +$34.7K +813 +0.9%
RBA
532
Richard Bernstein Advisors
New York
$3.72M – – –
SC
533
Savant Capital
Illinois
$3.72M +$523K +12,260 +16%
VI
534
Vestcor Inc
New Brunswick, Canada
$3.72M -$917K -21,487 -20%
CII
535
Capital International Inc
California
$3.7M +$2.94M +68,867 +384%
WAS
536
Wesleyan Assurance Society
United Kingdom
$3.69M – – –
USAA
537
United Services Automobile Association
Texas
$3.67M +$23.9K +560 +0.7%
SS
538
Simplicity Solutions
Minnesota
$3.67M +$775K +18,169 +27%
WDC
539
Woodward Diversified Capital
California
$3.65M – – –
MPIM
540
McGinn Penninger Investment Management
Virginia
$3.65M -$3.24K -76 -0.1%
RA
541
RFG Advisory
Alabama
$3.62M -$26.8K -628 -0.7%
AIMCA
542
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.62M – – –
Tudor Investment Corp
543
Tudor Investment Corp
Connecticut
$3.6M -$1.58M -37,021 -31%
IAA
544
Independent Advisor Alliance
North Carolina
$3.58M -$100K -2,343 -3%
ASN
545
Advisory Services Network
Georgia
$3.56M -$148K -3,465 -4%
COI
546
Connable Office Inc
Michigan
$3.52M -$3.2K -75 -0.1%
MCM
547
MAI Capital Management
Ohio
$3.52M -$143K -3,359 -4%
CHAM
548
Clear Harbor Asset Management
Connecticut
$3.52M -$919K -21,541 -21%
Bessemer Group
549
Bessemer Group
New Jersey
$3.48M +$269K +6,298 +8%
AC
550
Asio Capital
Kentucky
$3.44M +$66.5K +1,559 +2%
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