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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 %
AC
801
Avestar Capital
New York
$1.42M +$5.76K +141 +0.4%
AG
802
AIA Group
Hong Kong
$1.42M +$440K +10,775 +45%
CSC
803
Cove Street Capital
California
$1.41M – – –
CCB
804
Country Club Bank
Missouri
$1.4M -$3.85K -94 -0.3%
CAM
805
Carret Asset Management
New York
$1.4M -$17.4K -425 -1%
SWS
806
SYSTM Wealth Solutions
Illinois
$1.4M -$181K -4,433 -11%
BSI
807
Bennett Selby Investments
Maine
$1.4M -$15.3K -375 -1%
AAM
808
Advisors Asset Management
Colorado
$1.39M -$51.8K -1,268 -4%
CAAS
809
Capital Asset Advisory Services
Michigan
$1.39M +$274K +6,893 +24%
KWS
810
Keystone Wealth Services
California
$1.39M -$15.6K -381 -1%
MOS
811
MGO One Seven
Ohio
$1.38M +$191K +4,664 +16%
BJL
812
Brighton Jones LLC
Washington
$1.38M +$10.3K +253 +0.8%
JHCP
813
Jackson Hole Capital Partners
Oklahoma
$1.38M -$150K -3,683 -10%
CCM
814
Carlson Capital Management
Minnesota
$1.37M +$19K +464 +1%
JFGIW
815
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.37M +$31.4K +769 +2%
PWPS
816
Pinnacle Wealth Planning Services
Ohio
$1.36M +$201K +4,913 +17%
NCM
817
Northwest Capital Management
Oregon
$1.35M -$1.96K -48 -0.1%
BOSSRA
818
B.O.S.S. Retirement Advisors
Utah
$1.35M -$654 -16 -0%
HAG
819
HF Advisory Group
Maryland
$1.34M +$90.7K +2,208 +7%
CA
820
Continuum Advisory
Idaho
$1.34M -$5.48K -134 -0.4%
PAM
821
Private Asset Management
California
$1.34M -$332K -8,120 -20%
JFL
822
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.34M -$4.22M -103,400 -76%
MAWCM
823
Mine & Arao Wealth Creation & Management
California
$1.33M +$3.76K +92 +0.3%
TFA
824
Trinity Financial Advisors
Ohio
$1.33M -$163K -3,992 -11%
Empower Advisory Group
825
Empower Advisory Group
Colorado
$1.32M -$118K -2,900 -8%
31 32
33
34 35