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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 %
KCM
676
Kanawha Capital Management
Virginia
$2.12M -$175K -4,683 -8%
QCM
677
Quantinno Capital Management
New York
$2.11M +$168K +4,505 +9%
LNWWM
678
Laird Norton Wetherby Wealth Management
California
$2.1M -$88.9K -2,379 -4%
FTDI
679
First Trust Direct Indexing
Massachusetts
$2.09M -$34.3K -917 -2%
SCM
680
SOL Capital Management
Maryland
$2.07M -$7.48K -200 -0.4%
PBT
681
Pictet Bank & Trust
Bahamas
$2.07M -$679K -18,158 -25%
MSS
682
Mitchell Sinkler & Starr
Pennsylvania
$2.06M – – –
WG
683
Winton Group
United Kingdom
$2.06M +$2.06M +55,071 New
SCA
684
Snowden Capital Advisors
New York
$2.05M -$166K -4,442 -7%
OFS
685
Oldfather Financial Services
Nebraska
$2.05M +$748K +20,003 +58%
IA
686
IFP Advisors
Florida
$2.05M -$885K -18,340 -30%
LCM
687
Legato Capital Management
California
$2.04M – – –
SBH
688
Segall Bryant & Hamill
Illinois
$2.01M -$7.66K -205 -0.4%
WWA
689
WCG Wealth Advisors
Nevada
$2M +$78K +2,087 +4%
WKWM
690
Walter & Keenan Wealth Management
Indiana
$1.99M -$28.6K -766 -1%
WPA
691
Winning Points Advisors
Florida
$1.98M – – –
OIA
692
OneDigital Investment Advisors
Kansas
$1.98M +$174K +4,652 +10%
LGF
693
LGT Group Foundation
Liechtenstein
$1.97M +$135K +3,600 +7%
GGHC
694
Gilder Gagnon Howe & Co
New York
$1.96M – – –
MGWM
695
Marks Group Wealth Management
Minnesota
$1.95M +$212K +5,669 +12%
KLCM
696
KG&L Capital Management
Louisiana
$1.94M +$183K +4,890 +10%
CA
697
Clearstead Advisors
Ohio
$1.94M -$117K -3,137 -6%
IWA
698
Intercontinental Wealth Advisors
Texas
$1.92M +$10.2K +273 +0.5%
BC
699
Brookfield Corp
Ontario, Canada
$1.92M -$489K -13,075 -20%
BCP
700
Blackhawk Capital Partners
Wisconsin
$1.92M +$70K +1,872 +4%
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