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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 %
ACL
826
Applied Capital LLC
Florida
$1.32M -$15.2K -372 -1%
SACTSONJ
827
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.32M – – –
MWM
828
Massachusetts Wealth Management
Massachusetts
$1.31M -$8.17K -200 -0.6%
DPIM
829
Duff & Phelps Investment Management
Illinois
$1.31M -$46.7K -1,144 -3%
AA
830
AF Advisors
California
$1.31M – – –
CCM
831
Coldstream Capital Management
Washington
$1.31M -$29.1K -711 -2%
SSW
832
Smith Shellnut Wilson
Mississippi
$1.3M – – –
WKWM
833
Walter & Keenan Wealth Management
Indiana
$1.3M -$350K -8,559 -21%
VVP
834
Venture Visionary Partners
Ohio
$1.3M +$166K +4,066 +15%
NHC
835
Nicholas Hoffman & Company
Georgia
$1.29M -$71.3K -1,745 -5%
SIA
836
Schechter Investment Advisors
Michigan
$1.29M +$60.1K +1,470 +5%
GIP
837
Granite Investment Partners
California
$1.29M – – –
MAM
838
Mystic Asset Management
Rhode Island
$1.29M -$2.66K -65 -0.2%
GCA
839
Greenwood Capital Associates
South Carolina
$1.28M +$1.28M +31,371 New
CI
840
Conning Inc
Connecticut
$1.28M +$6.13K +150 +0.5%
NP
841
NorthRock Partners
Minnesota
$1.27M +$654 +16 +0.1%
NCM
842
Narwhal Capital Management
Georgia
$1.27M -$5.68K -139 -0.4%
FWCM
843
Ferguson Wellman Capital Management
Oregon
$1.27M +$4.9K +120 +0.4%
VIM
844
Vista Investment Management
Pennsylvania
$1.27M -$735 -18 -0.1%
TWM
845
Tradition Wealth Management
Minnesota
$1.27M -$2.78K -68 -0.2%
SI
846
Symmetry Investments
Jersey
$1.27M +$1.27M +30,981 New
SFA
847
Sequoia Financial Advisors
Ohio
$1.27M -$29.9K -732 -2%
JWCA
848
J.W. Cole Advisors
Florida
$1.26M -$1.31K -32 -0.1%
FFS
849
Founders Financial Securities
Maryland
$1.26M -$25.9K -633 -2%
Legacy Financial Group (Iowa)
850
Legacy Financial Group (Iowa)
Iowa
$1.25M +$589K +14,423 +89%
32 33
34
35 36