WFC icon

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 %
AWM
726
Avior Wealth Management
Nebraska
$1.81M -$27.7K -740 -2%
MAS
727
Meeder Advisory Services
Ohio
$1.81M +$16K +428 +0.9%
BSW
728
Buckingham Strategic Wealth
Missouri
$1.8M – – –
MYAM
729
Meiji Yasuda Asset Management
Japan
$1.79M -$75 -2 -0%
SDWIA
730
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.79M +$23.1K +617 +1%
SG
731
Somerset Group
Minnesota
$1.78M – – –
UAS
732
United Asset Strategies
New York
$1.78M +$187K +5,015 +12%
P
733
Pitcairn
Pennsylvania
$1.77M +$355K +9,498 +25%
TAM
734
Trust Asset Management
Texas
$1.77M +$64.2K +1,717 +4%
QI
735
Qtron Investments
Massachusetts
$1.76M -$90.5K -2,421 -5%
FG
736
Foster Group
Iowa
$1.76M -$34.3K -917 -2%
XWM
737
Xcel Wealth Management
Florida
$1.75M +$46K +1,230 +3%
FI
738
Fosun International
China
$1.75M +$435K +11,647 +33%
PBC
739
Pavion Blue Capital
California
$1.75M +$66.1K +1,767 +4%
CI
740
Cigna Investments
Connecticut
$1.74M -$19.8K -529 -1%
CAG
741
Crestwood Advisors Group
Massachusetts
$1.74M +$4.9K +131 +0.3%
DBT
742
Dubuque Bank & Trust
Iowa
$1.74M +$26.4K +705 +2%
FMAEN1
743
Fund Management at Engine No 1
California
$1.73M +$160K +4,275 +10%
BOS
744
Bank of Stockton
California
$1.73M – – –
FRM
745
Fox Run Management
Connecticut
$1.72M +$936K +25,030 +119%
UHC
746
Union Heritage Capital
Michigan
$1.72M – – –
AWM
747
Apollon Wealth Management
South Carolina
$1.71M +$150K +4,024 +10%
PAM
748
Paradigm Asset Management
New York
$1.71M -$9.35K -250 -0.5%
GRP
749
Global Retirement Partners
California
$1.71M +$102K +2,634 +6%
GCM
750
Graham Capital Management
Connecticut
$1.7M -$912K -24,396 -35%
28 29
30
31 32