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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 %
QI
701
Qtron Investments
Massachusetts
$2.01M – – –
PBC
702
Pavion Blue Capital
California
$2.01M +$9.3K +218 +0.5%
BW
703
Bison Wealth
Georgia
$2M +$175K +4,108 +10%
FI
704
Fosun International
China
$2M – – –
HTC
705
Haverford Trust Company
Pennsylvania
$1.99M -$144K -3,370 -7%
OC
706
Oppenheimer & Co
New York
$1.97M -$128K -3,007 -6%
BOS
707
Bank of Stockton
California
$1.97M -$1.67K -39 -0.1%
UHC
708
Union Heritage Capital
Michigan
$1.96M – – –
GRP
709
Global Retirement Partners
California
$1.95M +$69K +1,617 +4%
CI
710
Cigna Investments
Connecticut
$1.95M -$35.3K -828 -2%
SH
711
SeaTown Holdings
Singapore
$1.94M -$12.2M -285,000 -86%
DAS
712
Dynamic Advisor Solutions
Arizona
$1.9M +$611K +14,312 +48%
CAG
713
Crestwood Advisors Group
Massachusetts
$1.87M -$114K -2,667 -6%
RHAM
714
Round Hill Asset Management
California
$1.87M -$13.4K -315 -0.7%
CF
715
Centaurus Financial
California
$1.87M -$244K -5,721 -12%
WB
716
WesBanco Bank
West Virginia
$1.86M -$223K -5,233 -11%
GI
717
GS Investments
Minnesota
$1.81M – – –
FSA
718
Franklin Street Advisors
North Carolina
$1.81M – – –
IA
719
IFP Advisors
Florida
$1.81M -$3.24K -76 -0.2%
CL
720
Choreo LLC
Illinois
$1.8M -$45.6K -1,069 -2%
FFM
721
Forum Financial Management
Illinois
$1.79M +$43.6K +1,021 +2%
CDH
722
Charles D. Hyman
$1.79M -$53.6K -1,255 -3%
BSW
723
Buckingham Strategic Wealth
Missouri
$1.78M -$74.9K -1,754 -4%
PCIA
724
Prime Capital Investment Advisors
Kansas
$1.78M +$933K +21,852 +110%
HA
725
Heartland Advisors
Wisconsin
$1.78M +$6.74K +158 +0.4%
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