WFC icon

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 %
PWG
576
Portside Wealth Group
Utah
$3.24M +$1.57M +38,347 +94%
COI
577
Connable Office Inc
Michigan
$3.24M -$136K -3,332 -4%
ASN
578
Advisory Services Network
Georgia
$3.23M -$185K -4,516 -5%
PGFC
579
Peapack-Gladstone Financial Corp
New Jersey
$3.21M -$49.9K -1,221 -2%
VI
580
Vestcor Inc
New Brunswick, Canada
$3.21M -$351K -8,591 -10%
WCM
581
Weik Capital Management
Pennsylvania
$3.2M -$3.06K -75 -0.1%
CCMT
582
CMT Capital Markets Trading
Germany
$3.18M +$940K +23,000 +42%
TMAM
583
Tokio Marine Asset Management
Japan
$3.17M +$160K +3,914 +5%
NSEDCP
584
NJ State Employees Deferred Compensation Plan
New Jersey
$3.15M – – –
SWP
585
Stratos Wealth Partners
Ohio
$3.13M +$149K +3,647 +5%
Credit Agricole
586
Credit Agricole
France
$3.12M +$1.82M +44,564 +140%
PI
587
PineBridge Investments
New York
$3.1M +$2.62K +64 +0.1%
ATC
588
Argent Trust Co
Tennessee
$3.06M +$360K +8,807 +13%
HWM
589
HighMark Wealth Management
Minnesota
$3.06M +$4.99K +122 +0.2%
Vontobel Holding
590
Vontobel Holding
Switzerland
$3.06M +$58.6K +1,433 +2%
LKIM
591
Lawson Kroeker Investment Management
Nebraska
$3.05M +$33.8K +828 +1%
KWM
592
Kingsview Wealth Management
Oregon
$3.03M +$593K +14,507 +24%
MNBTD
593
Moody National Bank Trust Division
Texas
$3.02M +$179K +4,375 +6%
CANC
594
Culbertson A N & Co
Virginia
$3.01M -$45.2K -1,105 -1%
MFG
595
Merit Financial Group
Georgia
$2.99M +$183K +4,477 +7%
KA
596
Kerrisdale Advisers
Florida
$2.97M -$662K -16,200 -18%
SP
597
SWS Partners
Ohio
$2.95M +$194K +4,741 +7%
HNB
598
Huntington National Bank
Ohio
$2.95M -$78.7K -1,926 -3%
GCA
599
Guardian Capital Advisors
Ontario, Canada
$2.93M -$7.94K -200 -0.3%
DWP
600
Daymark Wealth Partners
Ohio
$2.92M +$272K +6,668 +10%
22 23
24
25 26