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Wells Fargo
WFC

Overview Fund Activity

1,974 hedge funds and large institutions have $104B invested in Wells Fargo in 2023 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 758 increasing their positions, 791 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,974
Holders Change
-80
Holders Change %
-3.89%
% of All Funds
31.59%
Holding in Top 10
70
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.09%
% of All Funds
1.12%
New
144
Increased
758
Reduced
791
Closed
179
Calls
$2.2B
Puts
$3.33B
Net Calls
-$1.13B
Net Calls Change
+$92.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$415M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
3
Millennium Management
Millennium Management
New York
+$211M
4
BlackRock
BlackRock
New York
+$181M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$146M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.43B
2
Capital World Investors
Capital World Investors
California
-$946M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$389M
4
Barclays
Barclays
United Kingdom
-$311M
5
State Street
State Street
Massachusetts
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
851
Diversified Trust
Tennessee
$1.26M -$16.3K -436 -1%
CCM
852
Coldstream Capital Management
Washington
$1.25M -$92K -2,460 -7%
MAM
853
Mystic Asset Management
Rhode Island
$1.23M -$16K -429 -1%
ACL
854
Applied Capital LLC
Florida
$1.23M -$35.3K -944 -3%
BL
855
Balentine LLC
Georgia
$1.22M -$278K -7,427 -18%
CA
856
Continuum Advisory
Idaho
$1.22M -$20.2K -541 -2%
4WM
857
44 Wealth Management
Oregon
$1.22M +$40.9K +1,094 +3%
DPIM
858
Duff & Phelps Investment Management
Illinois
$1.22M – – –
AA
859
Ancora Advisors
Ohio
$1.22M +$103K +2,764 +9%
NW
860
Naviter Wealth
Arkansas
$1.21M +$30.6K +818 +3%
MPIA
861
Mountain Pacific Investment Advisers
Idaho
$1.21M -$7.29K -195 -0.6%
SCM
862
Sterneck Capital Management
Missouri
$1.21M +$3.44K +92 +0.3%
VIM
863
Vista Investment Management
Pennsylvania
$1.2M +$68.3K +1,826 +6%
SACTSONJ
864
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.2M – – –
TWM
865
Tradition Wealth Management
Minnesota
$1.2M +$11K +293 +0.9%
LPAM
866
Lodestar Private Asset Management
California
$1.2M +$262K +7,000 +28%
FGI
867
Foresight Global Investors
New York
$1.2M +$1.2M +32,063 New
AA
868
AF Advisors
California
$1.2M – – –
DI
869
DFPG Investments
Utah
$1.19M +$475K +12,713 +66%
JFGIW
870
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.19M +$99.8K +2,669 +9%
SSW
871
Smith Shellnut Wilson
Mississippi
$1.19M – – –
HI
872
Hendershot Investments
Virginia
$1.19M -$373K -9,971 -24%
MIM
873
Marco Investment Management
Georgia
$1.19M +$93.5K +2,500 +9%
PFGIA
874
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$165K +4,424 +16%
VAS
875
Vestmark Advisory Solutions
Massachusetts
$1.18M -$51.9K -1,389 -4%
33 34
35
36 37