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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 %
MA
851
MYDA Advisors
New York
$1.28M -$256K -6,000 -17%
PCM
852
Penserra Capital Management
California
$1.26M +$1.06M +24,906 +528%
WTC
853
WhitTier Trust Company
Nevada
$1.26M -$37K -866 -3%
SWM
854
Shelton Wealth Management
Texas
$1.26M -$33K -774 -3%
IIC
855
Ironwood Investment Counsel
Arizona
$1.25M +$171 +4 +0%
MOS
856
MGO One Seven
Ohio
$1.25M -$336K -7,879 -21%
NRS
857
Neville Rodie & Shaw
New York
$1.25M -$272K -6,375 -18%
NL
858
NVWM LLC
Pennsylvania
$1.24M +$181K +4,244 +17%
PTC
859
Private Trust Company
Ohio
$1.24M -$296K -6,925 -19%
FG
860
Fiduciary Group
Georgia
$1.23M -$35K -819 -3%
BAAM
861
Baker Avenue Asset Management
California
$1.23M +$81.9K +1,920 +7%
CAAS
862
Capital Asset Advisory Services
Michigan
$1.23M +$123K +2,822 +11%
LF
863
Lee Financial
Texas
$1.22M -$54.2K -1,270 -4%
TCOT
864
Trust Company of Toledo
Ohio
$1.22M +$66.1K +1,548 +6%
BNP Paribas Asset Management
865
BNP Paribas Asset Management
France
$1.22M -$2.31M -54,072 -65%
SP
866
Symmetry Partners
Connecticut
$1.22M – – –
SAM
867
Silvercrest Asset Management
New York
$1.21M -$137K -3,219 -10%
PWPS
868
Pinnacle Wealth Planning Services
Ohio
$1.21M -$87.1K -2,041 -7%
OAM
869
Ostrum Asset Management
France
$1.19M +$1.02K +24 +0.1%
RCAG
870
Rehmann Capital Advisory Group
Michigan
$1.19M +$30.3K +709 +3%
LIM
871
Leavell Investment Management
Alabama
$1.19M -$46.3K -1,084 -4%
NEWAS
872
N.E.W. Advisory Services
Wisconsin
$1.18M +$60.9K +1,427 +5%
VVP
873
Venture Visionary Partners
Ohio
$1.18M +$33.3K +779 +3%
JIC
874
Joel Isaacson & Co
New York
$1.18M -$303K -7,097 -20%
RIL
875
Rothschild Investment LLC
Illinois
$1.18M +$148K +3,459 +14%
33 34
35
36 37