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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 %
BPCA
651
Bank Pictet & Cie (Asia)
Singapore
$2.33M +$381K +9,325 +20%
CIA
652
Capital Investment Advisors
Georgia
$2.33M -$87.3K -2,137 -4%
PPW
653
Parcion Private Wealth
Washington
$2.31M -$315K -7,718 -12%
DEA
654
DoubleLine ETF Adviser
Florida
$2.3M +$78.1K +1,911 +4%
MA
655
Montag & Associates
Georgia
$2.3M -$72.5K -1,774 -3%
WWA
656
WCG Wealth Advisors
Nevada
$2.29M +$106K +2,466 +5%
MYIA
657
Mount Yale Investment Advisors
Colorado
$2.29M -$1.47K -36 -0.1%
SCA
658
Stonebridge Capital Advisors
Minnesota
$2.29M -$28.4K -694 -1%
SFM
659
Signet Financial Management
New Jersey
$2.28M -$35K -857 -2%
CICI
660
Capital Investment Counsel Inc
North Carolina
$2.28M +$169K +4,132 +8%
MIH
661
Meitav Investment House
Israel
$2.27M +$261K +6,393 +13%
LCOV
662
London Company of Virginia
Virginia
$2.27M – – –
SFI
663
Siemens Fonds Invest
Germany
$2.26M +$860K +21,049 +61%
GWM
664
Geneos Wealth Management
Colorado
$2.26M +$141K +3,445 +7%
APF
665
Alaska Permanent Fund
Alaska
$2.26M – – –
SCM
666
SOL Capital Management
Maryland
$2.26M – – –
MSS
667
Mitchell Sinkler & Starr
Pennsylvania
$2.25M – – –
FIA
668
Foundations Investment Advisors
Arizona
$2.24M +$783K +19,164 +54%
SCA
669
Snowden Capital Advisors
New York
$2.24M +$102K +2,686 +5%
LCM
670
Legato Capital Management
California
$2.23M – – –
SAM
671
Selway Asset Management
$2.23M – – –
BBHC
672
Brown Brothers Harriman & Co
New York
$2.22M -$187K -4,585 -8%
CTC
673
Central Trust Company
Missouri
$2.2M +$81.1K +1,986 +4%
PAM
674
Paradigm Asset Management
New York
$2.19M -$110K -2,700 -5%
AUB
675
Atlantic Union Bankshares
Virginia
$2.18M +$511K +12,494 +30%
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