WFC icon

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 %
MA
626
Montag & Associates
Georgia
$2.48M -$580K -13,599 -19%
ACM
627
Argyle Capital Management
Pennsylvania
$2.48M -$117K -2,750 -5%
IWA
628
Intercontinental Wealth Advisors
Texas
$2.46M +$262K +6,131 +12%
DIG
629
DeepCurrents Investment Group
New York
$2.45M +$2.45M +57,464 New
TI
630
Tidal Investments
Wisconsin
$2.43M -$274K -6,421 -10%
SFM
631
Signet Financial Management
New Jersey
$2.42M +$2.42M +56,710 New
SCA
632
Stonebridge Capital Advisors
Minnesota
$2.42M -$22.2K -519 -0.9%
PAM
633
Paradigm Asset Management
New York
$2.41M +$452K +10,600 +23%
SCA
634
Snowden Capital Advisors
New York
$2.4M +$53.4K +1,251 +2%
MYIA
635
Mount Yale Investment Advisors
Colorado
$2.39M -$32.9K -772 -1%
FA
636
FDx Advisors
Illinois
$2.39M -$114K -2,663 -5%
LCOV
637
London Company of Virginia
Virginia
$2.37M -$74.6K -1,749 -3%
APF
638
Alaska Permanent Fund
Alaska
$2.36M +$2.36M +55,300 New
SCM
639
SOL Capital Management
Maryland
$2.36M -$5.34K -125 -0.2%
MGWM
640
Marks Group Wealth Management
Minnesota
$2.36M +$130K +3,042 +6%
MSS
641
Mitchell Sinkler & Starr
Pennsylvania
$2.35M – – –
CCMT
642
CMT Capital Markets Trading
Germany
$2.34M +$529K +12,400 +29%
PBT
643
Pictet Bank & Trust
Bahamas
$2.34M -$22.5K -528 -1%
OFS
644
Oldfather Financial Services
Nebraska
$2.34M +$128 +3 +0%
LCM
645
Legato Capital Management
California
$2.33M – – –
SAM
646
Selway Asset Management
$2.33M +$743K +17,400 +47%
DEA
647
DoubleLine ETF Adviser
Florida
$2.32M +$499K +11,681 +27%
AWM
648
Apollon Wealth Management
South Carolina
$2.31M +$359K +8,420 +18%
PAS
649
Park Avenue Securities
New York
$2.28M +$483K +11,308 +27%
HWM
650
HB Wealth Management
Georgia
$2.28M +$603K +14,120 +36%
24 25
26
27 28