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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 %
IWM
751
Iams Wealth Management
Nebraska
$1.72M +$1.72M +42,007 New
RHAM
752
Round Hill Asset Management
California
$1.71M -$76.8K -1,880 -4%
NB
753
NBT Bank
New York
$1.71M +$167K +4,092 +11%
HTC
754
Haverford Trust Company
Pennsylvania
$1.71M -$199K -4,873 -10%
MAS
755
Meeder Advisory Services
Ohio
$1.7M +$18.6K +454 +1%
QCIG
756
Quad-Cities Investment Group
Iowa
$1.7M +$1.59K +39 +0.1%
MWP
757
Meridian Wealth Partners
Pennsylvania
$1.69M +$7.03K +172 +0.4%
HA
758
Heartland Advisors
Wisconsin
$1.69M -$14.7K -359 -0.9%
SJL
759
Shayne & Jacobs LLC
Tennessee
$1.67M -$335K -8,200 -17%
CAG
760
Crestwood Advisors Group
Massachusetts
$1.67M -$127K -3,109 -7%
NIM
761
NEOS Investment Management
Connecticut
$1.64M +$1.64M +40,164 New
HAM
762
Hedges Asset Management
Nevada
$1.64M – – –
EGM
763
Engineers Gate Manager
New York
$1.64M +$1.44M +35,315 +742%
IA
764
IFP Advisors
Florida
$1.63M -$99K -2,423 -6%
CDH
765
Charles D. Hyman
$1.63M -$83.2K -2,036 -5%
DI
766
DFPG Investments
Utah
$1.62M -$190K -4,693 -11%
CI
767
Cigna Investments
Connecticut
$1.61M -$261K -6,393 -14%
CCM
768
Chiron Capital Management
Florida
$1.61M +$4.7K +115 +0.3%
P
769
Pitcairn
Pennsylvania
$1.59M -$77.6K -1,899 -5%
SIG
770
Stonegate Investment Group
Alabama
$1.58M +$4.74K +116 +0.3%
CCP
771
Cunning Capital Partners
North Carolina
$1.58M +$1.58M +38,675 New
ACI
772
Alpha Cubed Investments
California
$1.58M +$33K +807 +2%
BFEC
773
Benjamin F. Edwards & Company
Missouri
$1.57M +$27.7K +678 +2%
EWM
774
Evercore Wealth Management
New York
$1.56M +$10.7K +262 +0.7%
TSWM
775
Triangle Securities Wealth Management
North Carolina
$1.56M -$46.7K -1,142 -3%
29 30
31
32 33