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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 %
PA
876
Parallel Advisors
California
$1.18M -$66.6K -1,781 -5%
GIP
877
Granite Investment Partners
California
$1.18M -$1.23M -32,997 -51%
SAM
878
Silvercrest Asset Management
New York
$1.18M -$16.7K -446 -1%
FFS
879
Founders Financial Securities
Maryland
$1.17M +$11.8K +317 +1%
DWM
880
Drive Wealth Management
Utah
$1.17M +$39.2K +1,050 +3%
BJL
881
Brighton Jones LLC
Washington
$1.16M +$11.8K +315 +1%
EHC
882
Everett Harris & Co
California
$1.16M -$6.5K -174 -0.6%
GC
883
Grimes & Company
Massachusetts
$1.16M +$1.87K +50 +0.2%
CPIG
884
Chicago Partners Investment Group
Illinois
$1.15M +$96.6K +2,331 +9%
SSI
885
Scott & Selber Inc
Texas
$1.14M +$2.13K +57 +0.2%
WTC
886
WhitTier Trust Company
Nevada
$1.14M -$47.7K -1,277 -4%
WGAM
887
Wilkinson Global Asset Management
New York
$1.14M – – –
MWM
888
Massachusetts Wealth Management
Massachusetts
$1.14M -$3.74K -100 -0.3%
PWPS
889
Pinnacle Wealth Planning Services
Ohio
$1.13M +$550K +14,722 +94%
SWM
890
Shelton Wealth Management
Texas
$1.13M +$2.77K +74 +0.2%
MIC
891
Meridian Investment Counsel
California
$1.13M – – –
DAS
892
Dynamic Advisor Solutions
Arizona
$1.13M +$457K +12,223 +68%
CCM
893
Carlson Capital Management
Minnesota
$1.12M +$111K +2,964 +11%
AIA
894
Affinity Investment Advisors
California
$1.12M -$1.38M -36,876 -55%
LF
895
Lee Financial
Texas
$1.12M -$159K -4,259 -12%
FCP
896
Fidelis Capital Partners
Florida
$1.11M +$1.11M +29,300 New
SIA
897
Soltis Investment Advisors
Utah
$1.11M +$137K +3,672 +14%
FG
898
Fiduciary Group
Georgia
$1.11M +$11.1K +298 +1%
IAN
899
Integrated Advisors Network
Texas
$1.11M +$61.5K +1,645 +6%
PAM
900
Peak Asset Management
Colorado
$1.1M +$24K +642 +2%
34 35
36
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