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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 %
NG
851
Norden Group
Utah
$1.25M +$1.25M +30,477 New
LAS
852
Lloyd Advisory Services
Georgia
$1.25M +$1.25M +30,477 New
WGAM
853
Wilkinson Global Asset Management
New York
$1.24M – – –
SSI
854
Scott & Selber Inc
Texas
$1.24M -$2.74K -67 -0.2%
SCM
855
Sterneck Capital Management
Missouri
$1.23M -$86K -2,104 -7%
NL
856
NVWM LLC
Pennsylvania
$1.23M +$43.6K +1,067 +4%
RMC
857
Resources Management Corp
Connecticut
$1.23M -$25.7K -630 -2%
CAS
858
Coppell Advisory Solutions
Texas
$1.23M -$461K -11,168 -27%
FSA
859
Fort Sheridan Advisors
Illinois
$1.22M +$613K +15,000 +101%
SWM
860
SeaCrest Wealth Management
New York
$1.22M -$60.7K -1,485 -5%
VA
861
Vident Advisory
Georgia
$1.21M +$1.21M +29,657 New
MIC
862
Meridian Investment Counsel
California
$1.21M -$22.8K -558 -2%
AAM
863
Alphadyne Asset Management
New York
$1.21M +$984K +24,073 +435%
BAMF
864
BI Asset Management Fondsmaeglerselskab
Denmark
$1.21M -$53.5K -1,308 -4%
SWM
865
Shelton Wealth Management
Texas
$1.21M +$1.23K +30 +0.1%
WTC
866
WhitTier Trust Company
Nevada
$1.2M -$4.82K -118 -0.4%
SIS
867
Strategic Investment Solutions
Illinois
$1.2M +$1.18M +27,238 +6,219%
RCAG
868
Rehmann Capital Advisory Group
Michigan
$1.19M +$51K +1,248 +4%
WIM
869
WealthPlan Investment Management
Nebraska
$1.19M +$722K +17,659 +155%
EHC
870
Everett Harris & Co
California
$1.19M -$61.6K -1,508 -5%
DT
871
Diversified Trust
Tennessee
$1.18M -$152K -3,728 -11%
BAAM
872
Baker Avenue Asset Management
California
$1.18M +$4.86K +119 +0.4%
IAS
873
Insigneo Advisory Services
Florida
$1.18M +$218K +5,331 +23%
EP
874
Edgestream Partners
New Jersey
$1.18M +$1.18M +28,845 New
FCP
875
Fidelis Capital Partners
Florida
$1.17M -$63.4K -1,552 -5%
33 34
35
36 37