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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 %
TCM
576
Twin Capital Management
Pennsylvania
$3.1M -$428K -11,457 -12%
GCA
577
Guardian Capital Advisors
Ontario, Canada
$3.09M -$359K -9,160 -10%
BNP Paribas Asset Management
578
BNP Paribas Asset Management
France
$3.09M +$1.98M +52,917 +178%
COI
579
Connable Office Inc
Michigan
$3.09M -$11K -294 -0.4%
PGFC
580
Peapack-Gladstone Financial Corp
New Jersey
$3.05M -$24.9K -667 -0.8%
CC
581
Cipher Capital
New York
$3.04M -$409K -10,953 -12%
TF
582
TIAA FSB
Florida
$3.03M -$215K -5,753 -7%
CA
583
Continental Advisors
Utah
$3.01M +$897K +24,000 +43%
WCM
584
Weik Capital Management
Pennsylvania
$2.99M -$4.67K -125 -0.2%
OPS
585
Orion Portfolio Solutions
Nebraska
$2.99M +$1.4M +37,341 +88%
BCI
586
Brinker Capital Investments
Pennsylvania
$2.99M +$1.55M +41,485 +108%
BOSSRA
587
B.O.S.S. Retirement Advisors
Utah
$2.98M +$57.5K +1,538 +2%
AC
588
Asio Capital
Kentucky
$2.96M -$980K -26,209 -25%
CG
589
Cynosure Group
Utah
$2.95M -$3.33M -89,112 -53%
SCM
590
Schnieders Capital Management
California
$2.95M +$210K +5,625 +8%
CANC
591
Culbertson A N & Co
Virginia
$2.94M +$77.2K +2,065 +3%
BAMF
592
BI Asset Management Fondsmaeglerselskab
Denmark
$2.94M +$107K +2,866 +4%
CAM
593
Cresset Asset Management
Illinois
$2.92M -$28.1K -753 -1%
BFS
594
Bradley Foster & Sargent
Connecticut
$2.9M +$32.9K +880 +1%
ORAM
595
One River Asset Management
Connecticut
$2.9M +$989K +26,452 +52%
MWM
596
Mission Wealth Management
California
$2.89M +$128K +3,419 +5%
EIP
597
Easterly Investment Partners
Massachusetts
$2.89M -$1.31K -35 -0%
NSEDCP
598
NJ State Employees Deferred Compensation Plan
New Jersey
$2.88M – – –
YIA
599
YHB Investment Advisors
Connecticut
$2.87M -$31.2K -834 -1%
BCM
600
Bridgeway Capital Management
Texas
$2.86M -$25.2K -673 -0.9%
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