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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 %
CSC
776
Cove Street Capital
California
$1.52M – – –
AAM
777
Advisors Asset Management
Colorado
$1.51M -$345K -8,086 -19%
PAM
778
Peak Asset Management
Colorado
$1.51M +$253K +5,919 +20%
Empower Advisory Group
779
Empower Advisory Group
Colorado
$1.51M +$725K +16,996 +93%
DWM
780
Drive Wealth Management
Utah
$1.51M +$168K +3,940 +13%
MAM
781
Marotta Asset Management
Virginia
$1.5M +$1.5M +35,181 New
SC
782
Shay Capital
New York
$1.49M +$1.49M +35,000 New
SC
783
Sepio Capital
Utah
$1.48M -$71.3K -1,670 -5%
CAM
784
Carret Asset Management
New York
$1.48M -$11.7K -275 -0.8%
Alyeska Investment Group
785
Alyeska Investment Group
Illinois
$1.48M -$27.5M -643,247 -95%
STA
786
Summit Trail Advisors
New York
$1.48M -$1.37M -31,990 -48%
OC
787
Oarsman Capital
Wisconsin
$1.48M +$250K +5,866 +20%
AC
788
Avestar Capital
New York
$1.48M -$1.88K -44 -0.1%
BSI
789
Bennett Selby Investments
Maine
$1.47M -$3.2K -75 -0.2%
KWS
790
Keystone Wealth Services
California
$1.47M -$3.12K -73 -0.2%
4WM
791
44 Wealth Management
Oregon
$1.46M +$71.1K +1,667 +5%
VAS
792
Vestmark Advisory Solutions
Massachusetts
$1.46M +$114K +2,663 +8%
CCB
793
Country Club Bank
Missouri
$1.46M -$12.2K -288 -0.8%
SFI
794
Siemens Fonds Invest
Germany
$1.46M -$5.27K -124 -0.4%
OWA
795
One Wealth Advisors
California
$1.45M +$747K +17,495 +106%
PRC
796
Pearl River Capital
Michigan
$1.45M +$1.45M +33,989 New
CWM
797
Circle Wealth Management
New Jersey
$1.45M +$3.88K +91 +0.3%
CS
798
Cannell & Spears
New York
$1.44M -$266K -6,226 -16%
BJL
799
Brighton Jones LLC
Washington
$1.43M +$108K +2,532 +8%
NHC
800
Nicholas Hoffman & Company
Georgia
$1.42M -$15.6K -365 -1%
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