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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 %
WF
576
Welch & Forbes
Massachusetts
$3.14M +$7.51K +176 +0.2%
Vontobel Holding
577
Vontobel Holding
Switzerland
$3.13M -$835K -19,558 -21%
SWP
578
Stratos Wealth Partners
Ohio
$3.11M +$617K +14,468 +25%
SCM
579
Schnieders Capital Management
California
$3.09M -$280K -6,561 -8%
TCA
580
Transcend Capital Advisors
New Jersey
$3.03M -$14.6K -341 -0.5%
PB
581
Pinnacle Bancorp
Nebraska
$3.02M -$17.9K -420 -0.6%
KS
582
Karpas Strategies
Connecticut
$3.01M +$11.8K +277 +0.4%
MNBTD
583
Moody National Bank Trust Division
Texas
$2.97M -$5.63K -132 -0.2%
MFG
584
Merit Financial Group
Georgia
$2.93M +$134K +3,130 +5%
LDB
585
Lee, Danner & Bass
Tennessee
$2.92M -$22K -515 -0.7%
HI
586
Horizon Investments
North Carolina
$2.92M +$158K +3,741 +6%
PFO
587
Pathstone Family Office
New Jersey
$2.91M +$192K +4,781 +7%
BFG
588
Bleakley Financial Group
New Jersey
$2.91M +$380K +8,915 +15%
SPC
589
Sigma Planning Corp
Michigan
$2.91M -$720K -16,880 -20%
SP
590
SWS Partners
Ohio
$2.88M -$23.1K -542 -0.8%
PFP
591
Pinnacle Financial Partners
Tennessee
$2.88M -$163K -3,830 -5%
WJWM
592
Williams Jones Wealth Management
New York
$2.84M -$16.5K -386 -0.6%
MC
593
Moors & Cabot
Massachusetts
$2.84M -$158K -3,713 -5%
BC
594
Burney Company
Virginia
$2.83M -$107K -2,497 -4%
CRC
595
Curi RMB Capital
Illinois
$2.83M +$2.18K +51 +0.1%
ATC
596
Argent Trust Co
Tennessee
$2.82M -$75.5K -1,770 -3%
SW
597
SVB Wealth
Massachusetts
$2.81M -$292K -6,830 -9%
BS
598
Banco Santander
Spain
$2.8M -$3.1M -72,567 -53%
SF
599
Slagle Financial
Illinois
$2.78M +$2.78M +65,209 New
DWP
600
Daymark Wealth Partners
Ohio
$2.77M +$1.71M +40,120 +162%
22 23
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