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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 %
CMTU
626
Capital Markets Trading (UK)
United Kingdom
$2.57M +$154K +3,763 +6%
FFN
627
Focus Financial Network
Minnesota
$2.57M +$21.2K +520 +0.8%
CCM
628
CAAS Capital Management
New York
$2.54M +$2.54M +62,128 New
BTWM
629
Baker Tilly Wealth Management
Wisconsin
$2.53M -$3.76M -92,001 -60%
WJWM
630
Williams Jones Wealth Management
New York
$2.51M -$208K -5,090 -8%
ICM
631
IMS Capital Management
Oregon
$2.5M – – –
GSEP
632
Golden State Equity Partners
California
$2.49M +$1.68M +41,007 +205%
BCM
633
BlueCrest Capital Management
Jersey
$2.48M +$2.48M +60,771 New
PFP
634
Pinnacle Financial Partners
Tennessee
$2.48M -$277K -6,767 -10%
FA
635
FDx Advisors
Illinois
$2.48M +$198K +4,839 +9%
SCI
636
S&CO Inc
Massachusetts
$2.47M -$23.3K -570 -0.9%
DIG
637
DeepCurrents Investment Group
New York
$2.47M +$120K +2,949 +5%
PB
638
Pinnacle Bancorp
Nebraska
$2.46M -$425K -10,397 -15%
RVM
639
Robinson Value Management
Texas
$2.46M +$8.7K +213 +0.4%
SW
640
SVB Wealth
Massachusetts
$2.43M -$262K -6,408 -10%
PCTC
641
Perkins Coie Trust Company
Washington
$2.42M -$156K -3,820 -6%
AGC
642
Aspen Grove Capital
Colorado
$2.38M -$898K -21,988 -27%
ACM
643
Argyle Capital Management
Pennsylvania
$2.37M – – –
WS
644
Wedbush Securities
California
$2.37M -$883K -21,622 -27%
KWA
645
Kingswood Wealth Advisors
California
$2.36M +$1.89M +46,303 +404%
USCWA
646
U.S. Capital Wealth Advisors
Texas
$2.36M -$60.7K -1,486 -3%
LBC
647
Lowe Brockenbrough & Co
Virginia
$2.35M -$163K -3,993 -6%
PAS
648
Park Avenue Securities
New York
$2.34M +$152K +3,721 +7%
GIM
649
Goelzer Investment Management
Indiana
$2.34M -$77.3K -1,893 -3%
LNWWM
650
Laird Norton Wetherby Wealth Management
California
$2.33M -$55.6K -1,360 -2%
24 25
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