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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 %
MCM
551
Mill Capital Management
North Carolina
$3.35M – – –
FP
552
Factorial Partners
New York
$3.34M +$396K +10,600 +13%
VIM
553
Vinva Investment Management
Australia
$3.32M +$3.32M +88,884 New
KA
554
Kerrisdale Advisers
Florida
$3.32M +$201K +5,369 +6%
WS
555
Wedbush Securities
California
$3.32M +$17.2K +459 +0.5%
BCV
556
Banque Cantonale Vaudoise
Switzerland
$3.32M -$178K -4,755 -5%
ECM
557
Elgethun Capital Management
South Dakota
$3.3M -$295K -7,778 -8%
GFA
558
Gifford Fong Associates
California
$3.29M – – –
CA
559
Cetera Advisors
Colorado
$3.27M +$422K +11,296 +15%
RBA
560
Richard Bernstein Advisors
New York
$3.26M – – –
ASN
561
Advisory Services Network
Georgia
$3.25M -$398K -10,638 -11%
RFC
562
Regions Financial Corp
Alabama
$3.24M +$17.1K +458 +0.5%
WAS
563
Wesleyan Assurance Society
United Kingdom
$3.23M – – –
IAA
564
Independent Advisor Alliance
North Carolina
$3.23M -$138K -3,680 -4%
BFS
565
Bard Financial Services
Connecticut
$3.22M -$165K -4,420 -5%
MCM
566
MAI Capital Management
Ohio
$3.21M -$69.9K -1,870 -2%
RA
567
RFG Advisory
Alabama
$3.2M -$11.1K -298 -0.3%
USAA
568
United Services Automobile Association
Texas
$3.2M -$2.04M -54,444 -39%
WDC
569
Woodward Diversified Capital
California
$3.2M +$8.45K +226 +0.3%
MPIM
570
McGinn Penninger Investment Management
Virginia
$3.2M -$803K -21,479 -20%
AWS
571
Atria Wealth Solutions
New York
$3.18M -$268K -7,170 -8%
SPC
572
Sigma Planning Corp
Michigan
$3.18M -$28.1K -753 -0.9%
BRWA
573
B. Riley Wealth Advisors
Florida
$3.17M -$176K -4,741 -5%
AIMCA
574
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.17M -$4.31M -115,200 -58%
BIP
575
Bouvel Investment Partners
Pennsylvania
$3.11M -$8.82K -236 -0.3%
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