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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 %
PF
726
Phoenix Financial
Israel
$1.84M -$3.45M -82,991 -65%
CF
727
Centaurus Financial
California
$1.84M +$51.3K +1,255 +3%
MGWM
728
Marks Group Wealth Management
Minnesota
$1.83M -$420K -10,288 -19%
PA
729
Profund Advisors
Maryland
$1.83M -$110K -2,680 -6%
CIA
730
Choate Investment Advisors
Massachusetts
$1.81M +$247K +6,038 +16%
CL
731
Choreo LLC
Illinois
$1.81M +$81.3K +1,989 +5%
LNC
732
Lincoln National Corp
Pennsylvania
$1.79M +$281K +6,881 +19%
RWM
733
Ritholtz Wealth Management
New York
$1.79M -$369K -9,031 -17%
UAS
734
United Asset Strategies
New York
$1.78M -$165K -4,027 -8%
DAS
735
Dynamic Advisor Solutions
Arizona
$1.78M -$32.4K -793 -2%
MWM
736
Mission Wealth Management
California
$1.78M -$1.35M -33,035 -43%
CIA
737
Cohen Investment Advisors
New Hampshire
$1.78M +$166K +4,051 +10%
BSW
738
Buckingham Strategic Wealth
Missouri
$1.77M +$57.6K +1,409 +3%
WB
739
WesBanco Bank
West Virginia
$1.75M -$26.9K -659 -2%
S
740
SignatureFD
Georgia
$1.75M +$77.5K +1,897 +5%
HPC
741
HM Payson & Co
Maine
$1.75M -$269K -6,584 -13%
QI
742
Qtron Investments
Massachusetts
$1.74M -$185K -4,536 -10%
GRP
743
Global Retirement Partners
California
$1.74M -$44.5K -1,141 -2%
EH
744
Equitable Holdings
New York
$1.74M -$437K -10,692 -20%
BOS
745
Bank of Stockton
California
$1.73M -$95.2K -2,400 -5%
GI
746
GS Investments
Minnesota
$1.73M – – –
FSA
747
Franklin Street Advisors
North Carolina
$1.73M – – –
SEC
748
Seven Eight Capital
New York
$1.73M +$1.73M +42,368 New
CIS
749
Capital International Sarl
California
$1.73M +$133K +3,261 +8%
OC
750
Oppenheimer & Co
New York
$1.72M -$171K -4,191 -9%
28 29
30
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