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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 %
EH
651
Equitable Holdings
New York
$2.27M +$354K +8,303 +18%
SBH
652
Segall Bryant & Hamill
Illinois
$2.27M -$25.4K -596 -1%
FT
653
Fiduciary Trust
Massachusetts
$2.27M -$822K -19,271 -27%
SLI
654
Sumitomo Life Insurance
Japan
$2.26M -$220K -5,147 -9%
LGF
655
LGT Group Foundation
Liechtenstein
$2.25M +$3.76K +88 +0.2%
RWM
656
Ritholtz Wealth Management
New York
$2.25M +$775K +18,153 +52%
VNIM
657
Vaughan Nelson Investment Management
Texas
$2.24M -$198K -4,640 -8%
GGHC
658
Gilder Gagnon Howe & Co
New York
$2.23M – – –
KCM
659
Kanawha Capital Management
Virginia
$2.22M -$198K -4,628 -8%
CTC
660
Central Trust Company
Missouri
$2.21M +$327K +7,671 +17%
GWM
661
Geneos Wealth Management
Colorado
$2.21M +$549K +12,859 +33%
CICI
662
Capital Investment Counsel Inc
North Carolina
$2.2M +$345K +8,075 +19%
AFS
663
Aft Forsyth & Sober
Florida
$2.2M +$64K +1,500 +3%
KLCM
664
KG&L Capital Management
Louisiana
$2.19M -$27.4K -643 -1%
WWA
665
WCG Wealth Advisors
Nevada
$2.16M -$117K -2,749 -5%
KIA
666
KCM Investment Advisors
California
$2.16M -$6.56M -153,728 -75%
CCA
667
Checchi Capital Advisers
California
$2.15M +$38K +891 +2%
FFM
668
FengHe Fund Management
Singapore
$2.15M – – –
AFM
669
Anson Funds Management
Texas
$2.13M – – –
IR
670
IAT Reinsurance
New York
$2.13M – – –
OIA
671
OneDigital Investment Advisors
Kansas
$2.13M -$128K -2,992 -6%
AWM
672
Avior Wealth Management
Nebraska
$2.13M +$64.2K +1,505 +3%
PI
673
PFS Investments
Georgia
$2.12M +$81.9K +1,918 +4%
CA
674
Clearstead Advisors
Ohio
$2.11M -$99.8K -2,339 -5%
SPIA
675
Steward Partners Investment Advisory
New York
$2.11M +$182K +4,264 +9%
25 26
27
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