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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 %
MPIA
826
Mountain Pacific Investment Advisers
Idaho
$1.35M -$30.3K -710 -2%
GIP
827
Granite Investment Partners
California
$1.35M – – –
FFS
828
Founders Financial Securities
Maryland
$1.35M +$10.2K +240 +0.8%
PA
829
Parallel Advisors
California
$1.34M -$10.7K -251 -0.8%
NCM
830
Narwhal Capital Management
Georgia
$1.34M +$107K +2,504 +9%
SWM
831
SeaCrest Wealth Management
New York
$1.33M -$323K -7,575 -20%
NP
832
NorthRock Partners
Minnesota
$1.33M -$359K -8,422 -21%
CI
833
Conning Inc
Connecticut
$1.33M -$152K -3,560 -10%
SW
834
SteelPeak Wealth
California
$1.33M +$115K +2,693 +9%
TWM
835
Tradition Wealth Management
Minnesota
$1.33M -$46.9K -1,098 -3%
VIM
836
Vista Investment Management
Pennsylvania
$1.32M -$50.6K -1,186 -4%
JWCA
837
J.W. Cole Advisors
Florida
$1.32M +$252K +5,897 +24%
FWCM
838
Ferguson Wellman Capital Management
Oregon
$1.32M +$192K +4,505 +17%
BAMF
839
BI Asset Management Fondsmaeglerselskab
Denmark
$1.32M -$2.03M -47,667 -61%
RMC
840
Resources Management Corp
Connecticut
$1.31M +$1.08M +25,417 +488%
EHC
841
Everett Harris & Co
California
$1.3M -$17.1K -400 -1%
HAG
842
HF Advisory Group
Maryland
$1.3M +$364K +8,521 +39%
CPIG
843
Chicago Partners Investment Group
Illinois
$1.3M +$44.8K +994 +4%
LIP
844
Lighthouse Investment Partners
Florida
$1.3M +$1.3M +30,461 New
WGAM
845
Wilkinson Global Asset Management
New York
$1.3M – – –
SSI
846
Scott & Selber Inc
Texas
$1.3M -$5.46K -128 -0.4%
MIC
847
Meridian Investment Counsel
California
$1.29M -$2.13K -50 -0.2%
FCP
848
Fidelis Capital Partners
Florida
$1.29M +$35.7K +837 +3%
SIA
849
Schechter Investment Advisors
Michigan
$1.29M +$111K +2,608 +9%
SIA
850
Soltis Investment Advisors
Utah
$1.28M +$15.6K +365 +1%
32 33
34
35 36