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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 %
MNBTD
626
Moody National Bank Trust Division
Texas
$2.6M -$2.21K -59 -0.1%
LDB
627
Lee, Danner & Bass
Tennessee
$2.58M -$28K -750 -1%
BC
628
Burney Company
Virginia
$2.58M -$43.7K -1,169 -2%
SP
629
SWS Partners
Ohio
$2.55M -$84.7K -2,265 -3%
PVH
630
Psagot Value Holdings
Israel
$2.54M -$2.39M -64,454 -48%
ATC
631
Argent Trust Co
Tennessee
$2.54M +$146K +3,902 +6%
SS
632
Simplicity Solutions
Minnesota
$2.53M +$1.45M +38,840 +134%
Credit Agricole
633
Credit Agricole
France
$2.52M -$497K -13,299 -16%
WJWM
634
Williams Jones Wealth Management
New York
$2.51M +$51.9K +1,388 +2%
PCTC
635
Perkins Coie Trust Company
Washington
$2.5M +$14.4K +386 +0.6%
SAM
636
Shell Asset Management
Netherlands
$2.5M +$6.54K +175 +0.3%
STA
637
Summit Trail Advisors
New York
$2.49M +$1.72M +46,046 +223%
ICG
638
InterOcean Capital Group
Tennessee
$2.48M +$1.14M +30,409 +85%
CRC
639
Curi RMB Capital
Illinois
$2.48M -$37 -1 -0%
SCI
640
S&CO Inc
Massachusetts
$2.47M – – –
MFG
641
Merit Financial Group
Georgia
$2.45M -$246K -6,586 -9%
GT
642
Greenleaf Trust
Michigan
$2.43M +$239K +6,400 +11%
HI
643
Horizon Investments
North Carolina
$2.42M +$137K +3,704 +6%
FA
644
FDx Advisors
Illinois
$2.42M – – –
SCM
645
Shelton Capital Management
Colorado
$2.41M +$1.42M +38,055 +144%
PPW
646
Parcion Private Wealth
Washington
$2.4M +$1.98K +53 +0.1%
BBHC
647
Brown Brothers Harriman & Co
New York
$2.4M -$101K -2,710 -4%
KPWS
648
Kestra Private Wealth Services
Texas
$2.39M +$389K +10,397 +19%
E
649
Ergoteles
New York
$2.38M -$1.27M -33,854 -35%
TI
650
Tidal Investments
Wisconsin
$2.37M +$133K +3,546 +6%
24 25
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