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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 %
WF
601
Welch & Forbes
Massachusetts
$2.92M -$81.6K -1,998 -3%
IAA
602
Independent Advisor Alliance
North Carolina
$2.88M -$546K -13,364 -16%
SF
603
Slagle Financial
Illinois
$2.87M +$205K +5,029 +8%
GT
604
Greenleaf Trust
Michigan
$2.83M +$229K +5,600 +9%
AI
605
Atom Investors
Texas
$2.82M +$2.82M +69,025 New
SCM
606
Schnieders Capital Management
California
$2.8M -$155K -3,800 -5%
LDB
607
Lee, Danner & Bass
Tennessee
$2.8M -$4.09K -100 -0.1%
SPC
608
Sigma Planning Corp
Michigan
$2.79M +$6.09K +149 +0.2%
SIP
609
Stoneridge Investment Partners
Pennsylvania
$2.76M +$2.22M +54,262 +411%
BRWA
610
B. Riley Wealth Advisors
Florida
$2.75M -$458K -11,208 -14%
SS
611
Simplicity Solutions
Minnesota
$2.75M -$765K -18,733 -22%
BFG
612
Bleakley Financial Group
New Jersey
$2.75M -$38.9K -952 -1%
TI
613
Tidal Investments
Wisconsin
$2.74M +$421K +10,293 +18%
HI
614
Horizon Investments
North Carolina
$2.73M -$64K -1,581 -2%
CRC
615
Curi RMB Capital
Illinois
$2.71M +$4.41K +108 +0.2%
KS
616
Karpas Strategies
Connecticut
$2.69M -$191K -4,678 -7%
VFA
617
Valeo Financial Advisors
Indiana
$2.69M +$218K +5,330 +9%
OFS
618
Oldfather Financial Services
Nebraska
$2.65M +$409K +10,003 +18%
MC
619
Moors & Cabot
Massachusetts
$2.64M -$72.8K -1,781 -3%
IGAM
620
iA Global Asset Management
Quebec, Canada
$2.64M +$2.64M +64,542 New
ICG
621
InterOcean Capital Group
Tennessee
$2.62M +$1.39K +34 +0.1%
ORAM
622
One River Asset Management
Connecticut
$2.61M +$1.97M +48,286 +308%
SAM
623
Shell Asset Management
Netherlands
$2.6M +$667K +16,327 +34%
FTDI
624
First Trust Direct Indexing
Massachusetts
$2.58M +$63.4K +1,552 +3%
HWM
625
HB Wealth Management
Georgia
$2.58M +$392K +9,591 +18%
23 24
25
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