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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 %
CWM
801
Chemistry Wealth Management
New York
$1.42M -$66.9K -1,567 -4%
SIA
802
Strategic Investment Advisors
Michigan
$1.42M +$700K +16,400 +97%
DPIM
803
Duff & Phelps Investment Management
Illinois
$1.42M +$25.6K +600 +2%
NCM
804
Northwest Capital Management
Oregon
$1.42M -$50.7K -1,187 -3%
CA
805
Continuum Advisory
Idaho
$1.41M +$12.7K +297 +0.9%
CCM
806
Carlson Capital Management
Minnesota
$1.41M +$125K +2,938 +10%
BOSSRA
807
B.O.S.S. Retirement Advisors
Utah
$1.41M -$2M -46,807 -59%
ACL
808
Applied Capital LLC
Florida
$1.4M -$1.54K -36 -0.1%
CCM
809
Coldstream Capital Management
Washington
$1.4M -$26.2K -615 -2%
PFGIA
810
Patriot Financial Group Insurance Agency
Massachusetts
$1.4M +$43K +1,008 +3%
DT
811
Diversified Trust
Tennessee
$1.39M -$45.2K -1,059 -3%
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.39M +$32.4K +760 +2%
MAWCM
813
Mine & Arao Wealth Creation & Management
California
$1.38M -$59.1K -1,385 -4%
SCM
814
Sterneck Capital Management
Missouri
$1.38M +$3.12K +73 +0.2%
MWM
815
Massachusetts Wealth Management
Massachusetts
$1.38M +$82.2K +1,925 +6%
SACTSONJ
816
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.37M – – –
FGI
817
Foresight Global Investors
New York
$1.37M – – –
AA
818
AF Advisors
California
$1.37M – – –
SSW
819
Smith Shellnut Wilson
Mississippi
$1.36M – – –
MIM
820
Marco Investment Management
Georgia
$1.36M +$2.13K +50 +0.2%
Credit Agricole
821
Credit Agricole
France
$1.36M -$1.52M -35,676 -53%
CGL
822
Clarius Group LLC
Washington
$1.36M -$166K -3,881 -11%
VT
823
Vise Technologies
New York
$1.36M +$367K +8,608 +37%
SFA
824
Sequoia Financial Advisors
Ohio
$1.35M +$138K +3,224 +11%
MAM
825
Mystic Asset Management
Rhode Island
$1.35M -$54.3K -1,273 -4%
31 32
33
34 35