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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 %
MTIM
526
Marathon Trading Investment Management
Pennsylvania
$4.06M -$3.67M -89,728 -47%
AF
527
Apexium Financial
Texas
$4.03M +$122K +2,980 +3%
MAM
528
Madison Asset Management
Wisconsin
$4.03M -$42.9K -1,049 -1%
AWS
529
Atria Wealth Solutions
New York
$4.02M +$41.9K +1,025 +1%
BC
530
Burney Company
Virginia
$4.01M +$1.3M +31,834 +48%
USAA
531
United Services Automobile Association
Texas
$4M +$483K +11,825 +14%
BG
532
Bahl & Gaynor
Ohio
$3.99M +$114K +2,800 +3%
SI
533
Stephens Inc
Arkansas
$3.9M -$153K -3,741 -4%
NAS
534
Nicolet Advisory Services
Wisconsin
$3.88M +$3.38M +86,841 +678%
WAM
535
Winslow Asset Management
Ohio
$3.88M -$252K -6,162 -6%
BCM
536
Brookmont Capital Management
Texas
$3.86M -$23.5K -575 -0.6%
SCM
537
Shelton Capital Management
Colorado
$3.85M +$1.22M +29,800 +46%
AIP
538
Ameritas Investment Partners
Nebraska
$3.84M -$333K -8,150 -8%
QC
539
Quadrature Capital
United Kingdom
$3.83M -$77.7K -1,900 -2%
FP
540
Factorial Partners
New York
$3.83M +$184K +4,500 +5%
WFC
541
Western Financial Corp
California
$3.79M – – –
FNFDCM
542
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.78M -$202K -4,953 -5%
FFM
543
FengHe Fund Management
Singapore
$3.77M +$1.71M +41,900 +83%
ECM
544
Elgethun Capital Management
South Dakota
$3.76M +$202K +4,991 +6%
OC
545
Optimas Capital
Hong Kong
$3.74M +$3.74M +91,600 New
CK
546
Cohen Klingenstein
New York
$3.71M – – –
CFO
547
Callan Family Office
Pennsylvania
$3.69M +$4.09K +100 +0.1%
CWM
548
Concentric Wealth Management
California
$3.69M +$11.9K +291 +0.3%
BIMC
549
Benson Investment Management Company
Virginia
$3.66M +$3.66M +89,563 New
MCM
550
Mill Capital Management
North Carolina
$3.64M -$17.4K -425 -0.5%
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