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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
701
Apollon Wealth Management
South Carolina
$1.99M -$222K -5,436 -10%
GFI
702
Global Frontier Investments
South Carolina
$1.99M – – –
BW
703
Bison Wealth
Georgia
$1.96M +$47.4K +1,161 +2%
PTCG
704
Pring Turner Capital Group
California
$1.96M -$52.5K -1,284 -3%
FT
705
Fiduciary Trust
Massachusetts
$1.96M -$209K -5,122 -10%
KIA
706
KCM Investment Advisors
California
$1.96M -$110K -2,690 -5%
SDWIA
707
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.96M -$12.3K -300 -0.6%
DBT
708
Dubuque Bank & Trust
Iowa
$1.95M +$17K +417 +0.9%
KLCM
709
KG&L Capital Management
Louisiana
$1.95M -$152K -3,721 -7%
RSWM
710
Robertson Stephens Wealth Management
California
$1.95M -$74.1K -1,814 -4%
SG
711
Somerset Group
Minnesota
$1.95M – – –
WPC
712
White Pine Capital
Minnesota
$1.94M -$50.1K -1,225 -3%
TAM
713
Trust Asset Management
Texas
$1.93M – – –
ABC
714
Associated Banc-Corp
Wisconsin
$1.93M -$67K -1,640 -3%
FG
715
Foster Group
Iowa
$1.93M -$28.4K -696 -1%
AIM
716
Aigen Investment Management
New York
$1.93M +$1.93M +47,118 New
AC
717
AXQ Capital
New Jersey
$1.92M +$1.92M +47,000 New
PBC
718
Pavion Blue Capital
California
$1.91M +$6.99K +173 +0.4%
EIP
719
Easterly Investment Partners
Massachusetts
$1.9M -$1.14M -27,957 -38%
PVH
720
Psagot Value Holdings
Israel
$1.89M +$307K +7,500 +19%
SCI
721
Stableford Capital II
Arizona
$1.88M +$79 +2 +0%
UHC
722
Union Heritage Capital
Michigan
$1.88M – – –
EFS
723
Econ Financial Services
Pennsylvania
$1.86M +$1.86M +45,628 New
SSWM
724
Smith Salley Wealth Management
North Carolina
$1.86M -$75.1K -1,838 -4%
XWM
725
Xcel Wealth Management
Florida
$1.84M -$148K -3,625 -7%
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