WFC icon

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 %
QCIG
726
Quad-Cities Investment Group
Iowa
$1.77M +$1.45K +34 +0.1%
ERIC
727
Eagle Rock Investment Company
Georgia
$1.77M +$70.7K +1,580 +4%
MWP
728
Meridian Wealth Partners
Pennsylvania
$1.76M -$8.84K -207 -0.5%
MAS
729
Meeder Advisory Services
Ohio
$1.75M -$308K -7,206 -15%
AUB
730
Atlantic Union Bankshares
Virginia
$1.75M +$1.09M +25,570 +166%
S
731
SignatureFD
Georgia
$1.75M +$230K +5,388 +15%
MIFH
732
Migdal Insurance & Financial Holdings
Israel
$1.75M -$3.34M -78,953 -66%
PAM
733
Private Asset Management
California
$1.75M -$401K -9,406 -19%
P
734
Pitcairn
Pennsylvania
$1.74M -$280K -6,561 -14%
PWG
735
Portside Wealth Group
Utah
$1.74M +$1.74M +40,862 New
CAS
736
Coppell Advisory Solutions
Texas
$1.73M +$172K +4,063 +11%
TNA
737
True North Advisors
Texas
$1.73M -$885K -20,728 -34%
WKWM
738
Walter & Keenan Wealth Management
Indiana
$1.72M -$555K -13,005 -24%
CIP
739
Cornerstone Investment Partners
Georgia
$1.71M +$67.5K +1,581 +4%
HAM
740
Hedges Asset Management
Nevada
$1.71M – – –
HF
741
HRT Financial
New York
$1.7M +$1.7M +39,851 New
CA
742
Cullinan Associates
Kentucky
$1.7M -$10.7K -250 -0.6%
CIA
743
Cohen Investment Advisors
New Hampshire
$1.68M -$130K -3,044 -7%
TSWM
744
Triangle Securities Wealth Management
North Carolina
$1.68M -$72.6K -1,701 -4%
CG
745
Caprock Group
Idaho
$1.68M -$72.1K -1,689 -4%
CCM
746
Chiron Capital Management
Florida
$1.67M +$688K +16,110 +70%
CIS
747
Capital International Sarl
California
$1.67M – – –
SWS
748
SYSTM Wealth Solutions
Illinois
$1.65M +$128K +3,005 +8%
SIG
749
Stonegate Investment Group
Alabama
$1.65M -$95.2K -2,231 -5%
PVH
750
Psagot Value Holdings
Israel
$1.65M -$1.27M -29,840 -44%
28 29
30
31 32