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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 %
TCM
551
Twin Capital Management
Pennsylvania
$3.61M -$166K -4,071 -4%
GFA
552
Gifford Fong Associates
California
$3.6M – – –
Assenagon Asset Management
553
Assenagon Asset Management
Luxembourg
$3.57M -$117K -2,854 -3%
RBA
554
Richard Bernstein Advisors
New York
$3.56M – – –
WAS
555
Wesleyan Assurance Society
United Kingdom
$3.53M – – –
SC
556
Savant Capital
Illinois
$3.52M -$36.2K -886 -1%
KPWS
557
Kestra Private Wealth Services
Texas
$3.51M +$300K +7,334 +9%
RAM
558
Readystate Asset Management
Illinois
$3.5M +$3.5M +85,603 New
WDC
559
Woodward Diversified Capital
California
$3.49M – – –
MS
560
Maven Securities
Jersey
$3.47M +$3.06M +74,794 +742%
AIMCA
561
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.46M – – –
CA
562
Continental Advisors
Utah
$3.45M +$164K +4,004 +5%
VLC
563
Van Leeuwen & Company
New Jersey
$3.43M +$2.56M +62,545 +293%
M1FG
564
Mach-1 Financial Group
Arkansas
$3.42M +$929K +22,748 +37%
Bessemer Group
565
Bessemer Group
New Jersey
$3.39M +$55.7K +1,364 +2%
RGI
566
River Global Investors
United Kingdom
$3.37M -$1.2M -29,483 -26%
RA
567
RFG Advisory
Alabama
$3.36M -$106K -2,596 -3%
AC
568
Asio Capital
Kentucky
$3.36M +$61.2K +1,499 +2%
AF
569
Allworth Financial
California
$3.35M +$322K +7,888 +11%
LFAS
570
Level Four Advisory Services
Texas
$3.31M -$839K -20,529 -20%
ADIM
571
Alpha DNA Investment Management
Maryland
$3.3M +$886K +21,674 +37%
MCM
572
MAI Capital Management
Ohio
$3.29M -$77.3K -1,893 -2%
BCV
573
Banque Cantonale Vaudoise
Switzerland
$3.26M -$7.11K -174 -0.2%
CA
574
Cetera Advisors
Colorado
$3.26M -$26.4K -645 -0.8%
BFS
575
Bradley Foster & Sargent
Connecticut
$3.25M – – –
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