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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 %
SCM
601
Shelton Capital Management
Colorado
$2.75M -$1.28K -30 -0%
PPW
602
Parcion Private Wealth
Washington
$2.74M +$7.85K +184 +0.3%
ICG
603
InterOcean Capital Group
Tennessee
$2.74M -$94.1K -2,204 -3%
GT
604
Greenleaf Trust
Michigan
$2.72M -$52K -1,218 -2%
V
605
Veritable
Delaware
$2.72M +$174K +4,072 +7%
VCA
606
Verdence Capital Advisors
Maryland
$2.71M +$57.9K +1,356 +2%
PCTC
607
Perkins Coie Trust Company
Washington
$2.69M -$164K -3,843 -6%
FFN
608
Focus Financial Network
Minnesota
$2.66M +$201K +4,705 +8%
FTDI
609
First Trust Direct Indexing
Massachusetts
$2.63M +$244K +5,719 +10%
LBC
610
Lowe Brockenbrough & Co
Virginia
$2.62M -$27.7K -650 -1%
ICM
611
IMS Capital Management
Oregon
$2.62M -$12.2K -285 -0.5%
M1FG
612
Mach-1 Financial Group
Arkansas
$2.61M +$2.46M +57,682 +1,705%
SCI
613
S&CO Inc
Massachusetts
$2.61M -$212K -4,960 -8%
LCM
614
Logan Capital Management
Pennsylvania
$2.6M +$20K +468 +0.8%
DS
615
DRW Securities
Illinois
$2.6M +$1.93M +45,274 +289%
VFA
616
Valeo Financial Advisors
Indiana
$2.59M +$144K +3,374 +6%
RVM
617
Robinson Value Management
Texas
$2.56M +$49.2K +1,152 +2%
KWM
618
Kingsview Wealth Management
Oregon
$2.54M +$58.3K +1,366 +2%
CMTU
619
Capital Markets Trading (UK)
United Kingdom
$2.53M +$2.53M +59,180 New
ADIM
620
Alpha DNA Investment Management
Maryland
$2.52M +$691K +16,190 +38%
USCWA
621
U.S. Capital Wealth Advisors
Texas
$2.52M -$62.2K -1,458 -2%
CIA
622
Capital Investment Advisors
Georgia
$2.52M -$87.9K -2,059 -3%
GIM
623
Goelzer Investment Management
Indiana
$2.52M -$118K -2,761 -4%
BBHC
624
Brown Brothers Harriman & Co
New York
$2.51M -$223K -5,229 -8%
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$2.49M +$94.7K +2,218 +4%
23 24
25
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