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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 %
CA
551
Continental Advisors
Utah
$3.43M – – –
CA
552
Cetera Advisors
Colorado
$3.43M -$303K -7,106 -8%
AGC
553
Aspen Grove Capital
Colorado
$3.43M +$180K +4,219 +6%
TF
554
TIAA FSB
Florida
$3.42M -$37.7K -884 -1%
BCV
555
Banque Cantonale Vaudoise
Switzerland
$3.42M -$376K -8,800 -10%
WS
556
Wedbush Securities
California
$3.4M -$392K -9,174 -10%
PGFC
557
Peapack-Gladstone Financial Corp
New Jersey
$3.4M -$83.8K -1,963 -2%
YIA
558
YHB Investment Advisors
Connecticut
$3.39M +$119K +2,784 +4%
KPWS
559
Kestra Private Wealth Services
Texas
$3.35M +$622K +14,573 +23%
WCM
560
Weik Capital Management
Pennsylvania
$3.34M -$69.1K -1,620 -2%
BRWA
561
B. Riley Wealth Advisors
Florida
$3.33M -$284K -6,691 -8%
NSEDCP
562
NJ State Employees Deferred Compensation Plan
New Jersey
$3.29M – – –
MWM
563
Mission Wealth Management
California
$3.27M -$36.7K -860 -1%
BFS
564
Bradley Foster & Sargent
Connecticut
$3.25M -$60.8K -1,425 -2%
YIH
565
Y-Intercept (HK)
Hong Kong
$3.24M +$1.07M +25,140 +50%
PI
566
PineBridge Investments
New York
$3.23M -$7.78M -182,239 -71%
SF
567
Synovus Financial
Georgia
$3.22M +$45.2K +1,060 +1%
GCA
568
Guardian Capital Advisors
Ontario, Canada
$3.2M -$217K -5,011 -6%
CANC
569
Culbertson A N & Co
Virginia
$3.19M -$161K -3,770 -5%
HWM
570
HighMark Wealth Management
Minnesota
$3.19M +$1.41K +33 +0%
EIP
571
Easterly Investment Partners
Massachusetts
$3.18M -$121K -2,830 -4%
HNB
572
Huntington National Bank
Ohio
$3.16M -$101K -2,369 -3%
AF
573
Allworth Financial
California
$3.16M +$698K +16,362 +28%
LKIM
574
Lawson Kroeker Investment Management
Nebraska
$3.15M -$48.4K -1,133 -2%
TMAM
575
Tokio Marine Asset Management
Japan
$3.15M +$76.4K +1,789 +2%
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