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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 %
MIM
776
Miller Investment Management
Pennsylvania
$1.56M – – –
3IP
777
3Chopt Investment Partners
Virginia
$1.56M +$17.2K +420 +1%
CG
778
Caprock Group
Idaho
$1.55M -$55.1K -1,348 -3%
SWM
779
Sendero Wealth Management
Texas
$1.55M +$15.8K +387 +1%
TFS
780
Thoroughbred Financial Services
Tennessee
$1.54M +$690K +16,889 +81%
YC
781
Yarbrough Capital
Tennessee
$1.53M – – –
AAM
782
Auxier Asset Management
Oregon
$1.53M -$24.1K -590 -2%
PFGIA
783
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M +$183K +4,489 +14%
AP
784
Adero Partners
California
$1.52M -$494K -12,094 -25%
NW
785
Naviter Wealth
Arkansas
$1.52M +$57.9K +1,416 +4%
VT
786
Vise Technologies
New York
$1.51M +$217K +5,313 +17%
PA
787
Parallel Advisors
California
$1.51M +$231K +5,660 +18%
BFIM
788
Beese Fulmer Investment Management
Ohio
$1.51M -$14.1K -344 -0.9%
HCP
789
Holt Capital Partners
Texas
$1.5M +$3.47K +85 +0.2%
ACIM
790
Azimuth Capital Investment Management
Michigan
$1.49M -$42.5K -1,039 -3%
SCM
791
Silvant Capital Management
Georgia
$1.48M -$65.4K -1,601 -4%
RPCONE
792
Retirement Planning Company of New England
Rhode Island
$1.48M +$554K +13,557 +60%
AA
793
Ancora Advisors
Ohio
$1.47M -$6.29K -154 -0.4%
OCM
794
One Capital Management
California
$1.47M -$14.6K -357 -1%
AMM
795
American Money Management
California
$1.46M +$1.02K +25 +0.1%
PAM
796
Peak Asset Management
Colorado
$1.44M -$2.78K -68 -0.2%
A
797
AustralianSuper
Australia
$1.44M -$24.5M -600,000 -94%
MAM
798
Marotta Asset Management
Virginia
$1.44M – – –
PCIA
799
Prime Capital Investment Advisors
Kansas
$1.43M -$276K -6,749 -16%
OC
800
Oarsman Capital
Wisconsin
$1.42M +$6.46K +158 +0.5%
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