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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 %
CIA
751
Choate Investment Advisors
Massachusetts
$1.63M +$89.8K +2,103 +6%
AAF
752
Andra AP-fonden
Sweden
$1.63M +$1.1M +25,800 +206%
MIM
753
Miller Investment Management
Pennsylvania
$1.63M – – –
AAM
754
Auxier Asset Management
Oregon
$1.62M -$76.8K -1,800 -5%
EWM
755
Evercore Wealth Management
New York
$1.62M -$59.2K -1,387 -4%
SCM
756
Silvant Capital Management
Georgia
$1.62M -$496K -11,610 -23%
ACI
757
Alpha Cubed Investments
California
$1.61M -$6.89M -161,547 -81%
BFEC
758
Benjamin F. Edwards & Company
Missouri
$1.61M +$39K +913 +2%
NB
759
NBT Bank
New York
$1.61M -$30.9K -724 -2%
3IP
760
3Chopt Investment Partners
Virginia
$1.61M -$178K -4,162 -10%
ACIM
761
Azimuth Capital Investment Management
Michigan
$1.6M -$260K -6,090 -14%
YC
762
Yarbrough Capital
Tennessee
$1.6M – – –
SWM
763
Sendero Wealth Management
Texas
$1.6M +$135K +3,158 +9%
JHCP
764
Jackson Hole Capital Partners
Oklahoma
$1.59M -$65.1K -1,526 -4%
Wealth Enhancement Advisory Services
765
Wealth Enhancement Advisory Services
Minnesota
$1.59M -$156K -3,666 -9%
BFIM
766
Beese Fulmer Investment Management
Ohio
$1.59M -$130K -3,040 -8%
LNC
767
Lincoln National Corp
Pennsylvania
$1.58M -$12.2K -285 -0.8%
HCP
768
Holt Capital Partners
Texas
$1.56M +$4.91K +115 +0.3%
SA
769
SRH Advisors
Kansas
$1.56M – – –
TFA
770
Trinity Financial Advisors
Ohio
$1.56M +$7.21K +169 +0.5%
OCM
771
One Capital Management
California
$1.55M -$54.5K -1,278 -3%
AA
772
Ancora Advisors
Ohio
$1.55M +$155K +3,631 +11%
AMM
773
American Money Management
California
$1.53M -$42.7K -1,000 -3%
NW
774
Naviter Wealth
Arkansas
$1.52M +$139K +3,264 +10%
FIA
775
Foundations Investment Advisors
Arizona
$1.52M -$197K -4,609 -11%
29 30
31
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