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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 %
AWM
676
Axxcess Wealth Management
California
$2.18M +$1.68M +41,182 +336%
SPIA
677
Steward Partners Investment Advisory
New York
$2.17M +$145K +3,545 +7%
TSS
678
Two Sigma Securities
New York
$2.16M +$1.29M +31,566 +148%
SBH
679
Segall Bryant & Hamill
Illinois
$2.14M -$29.2K -714 -1%
VNIM
680
Vaughan Nelson Investment Management
Texas
$2.14M – – –
PBT
681
Pictet Bank & Trust
Bahamas
$2.14M -$101K -2,467 -5%
FMAEN1
682
Fund Management at Engine No 1
California
$2.14M +$142K +3,483 +7%
CHAM
683
Clear Harbor Asset Management
Connecticut
$2.14M -$1.23M -30,100 -37%
GGHC
684
Gilder Gagnon Howe & Co
New York
$2.13M -$4.25K -104 -0.2%
SLI
685
Sumitomo Life Insurance
Japan
$2.13M -$28.4K -694 -1%
BNP Paribas Asset Management
686
BNP Paribas Asset Management
France
$2.13M +$958K +23,439 +82%
LGF
687
LGT Group Foundation
Liechtenstein
$2.11M +$22.5K +568 +1%
TCA
688
Transcend Capital Advisors
New Jersey
$2.11M -$797K -19,495 -27%
AFS
689
Aft Forsyth & Sober
Florida
$2.1M – – –
CG
690
Cutler Group
California
$2.1M +$1.11M +27,240 +113%
STA
691
Summit Trail Advisors
New York
$2.1M +$680K +16,641 +48%
JFG
692
Jefferies Financial Group
New York
$2.09M +$1.65M +40,481 +380%
FFM
693
Forum Financial Management
Illinois
$2.09M +$375K +9,168 +22%
MYAM
694
Meiji Yasuda Asset Management
Japan
$2.07M +$141K +3,440 +7%
AWM
695
Avior Wealth Management
Nebraska
$2.06M +$26.8K +657 +1%
PIC
696
PCJ Investment Counsel
Ontario, Canada
$2.06M +$2.06M +50,450 New
CCA
697
Checchi Capital Advisers
California
$2.06M -$163 -4 -0%
IR
698
IAT Reinsurance
New York
$2.04M – – –
PBK
699
Peoples Bank (Kansas)
Kansas
$2.03M +$2.03M +49,689 New
OIA
700
OneDigital Investment Advisors
Kansas
$2.02M -$19.7K -483 -1%
26 27
28
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