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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 %
SI
601
Stephens Inc
Arkansas
$2.86M +$227K +6,069 +9%
HNB
602
Huntington National Bank
Ohio
$2.86M -$17.4K -465 -0.6%
AGC
603
Aspen Grove Capital
Colorado
$2.85M -$114K -3,040 -4%
Bessemer Group
604
Bessemer Group
New Jersey
$2.82M -$88.7K -2,374 -3%
SAM
605
Sompo Asset Management
Japan
$2.81M -$145K -3,870 -5%
CF
606
CNA Financial
Illinois
$2.8M +$2.8M +75,000 New
LKIM
607
Lawson Kroeker Investment Management
Nebraska
$2.8M +$2.58M +68,944 +1,154%
AIM
608
ARGA Investment Management
Connecticut
$2.8M -$188K -5,025 -6%
SC
609
Savant Capital
Illinois
$2.8M +$467K +12,503 +20%
HWM
610
HighMark Wealth Management
Minnesota
$2.79M +$510K +13,650 +22%
IMOV
611
Investment Management of Virginia
Virginia
$2.79M +$115K +3,082 +4%
SF
612
Synovus Financial
Georgia
$2.78M -$43.1K -1,153 -2%
WF
613
Welch & Forbes
Massachusetts
$2.74M -$30.4K -814 -1%
SW
614
SVB Wealth
Massachusetts
$2.72M -$141K -3,781 -5%
WEG
615
World Equity Group
Illinois
$2.71M +$2.71M +49,797 New
BBWA
616
Bell & Brown Wealth Advisors
California
$2.71M -$951K -25,443 -26%
FT
617
Fiduciary Trust
Massachusetts
$2.7M -$397K -10,621 -13%
TMAM
618
Tokio Marine Asset Management
Japan
$2.69M +$353K +9,449 +15%
MA
619
Montag & Associates
Georgia
$2.68M -$564K -15,098 -17%
TCA
620
Transcend Capital Advisors
New Jersey
$2.67M +$66.8K +1,788 +3%
PFP
621
Pinnacle Financial Partners
Tennessee
$2.67M +$11K +293 +0.4%
PB
622
Pinnacle Bancorp
Nebraska
$2.66M +$21K +562 +0.8%
GCM
623
Gladius Capital Management
Illinois
$2.64M +$2.15M +57,620 +441%
KS
624
Karpas Strategies
Connecticut
$2.63M +$9.23K +247 +0.4%
MC
625
Moors & Cabot
Massachusetts
$2.62M +$121K +3,228 +5%
23 24
25
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