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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 %
RSWM
676
Robertson Stephens Wealth Management
California
$2.11M +$11.5K +270 +0.5%
HPC
677
HM Payson & Co
Maine
$2.11M -$12.8K -300 -0.6%
PTCG
678
Pring Turner Capital Group
California
$2.1M +$18.1K +425 +0.9%
AP
679
Adero Partners
California
$2.1M +$1.27M +29,663 +151%
SJL
680
Shayne & Jacobs LLC
Tennessee
$2.1M -$2.65K -62 -0.1%
FMAEN1
681
Fund Management at Engine No 1
California
$2.08M +$112K +2,624 +6%
ABC
682
Associated Banc-Corp
Wisconsin
$2.08M -$61.9K -1,451 -3%
WPC
683
White Pine Capital
Minnesota
$2.08M -$50K -1,171 -2%
XWM
684
Xcel Wealth Management
Florida
$2.08M +$78.2K +1,832 +4%
GFI
685
Global Frontier Investments
South Carolina
$2.08M – – –
SCI
686
Stableford Capital II
Arizona
$2.07M +$2.07M +47,463 New
DI
687
DFPG Investments
Utah
$2.07M +$589K +12,735 +40%
SDWIA
688
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.06M +$11.9K +279 +0.6%
MIH
689
Meitav Investment House
Israel
$2.05M -$13K -313 -0.6%
FFA
690
Fragasso Financial Advisors
Pennsylvania
$2.05M -$1.9M -44,437 -48%
FG
691
Foster Group
Iowa
$2.04M +$35.4K +829 +2%
BPCA
692
Bank Pictet & Cie (Asia)
Singapore
$2.04M +$165K +3,874 +9%
UAS
693
United Asset Strategies
New York
$2.04M +$7.04K +165 +0.3%
SG
694
Somerset Group
Minnesota
$2.03M – – –
PA
695
Profund Advisors
Maryland
$2.03M -$117K -2,736 -5%
SAM
696
Shell Asset Management
Netherlands
$2.02M -$828K -19,403 -29%
DBT
697
Dubuque Bank & Trust
Iowa
$2.02M +$37.7K +884 +2%
TAM
698
Trust Asset Management
Texas
$2.02M – – –
SSWM
699
Smith Salley Wealth Management
North Carolina
$2.02M +$2.02M +47,329 New
MYAM
700
Meiji Yasuda Asset Management
Japan
$2.02M -$29.7K -695 -1%
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