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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 %
CNBTD
876
Citizens National Bank Trust Department
Mississippi
$1.17M -$1.07K -25 -0.1%
EML
877
Eos Management LP
New York
$1.17M – – –
IAN
878
Integrated Advisors Network
Texas
$1.17M -$93.2K -2,183 -7%
GC
879
Grimes & Company
Massachusetts
$1.17M -$152K -3,561 -12%
HI
880
Hendershot Investments
Virginia
$1.17M -$192K -4,494 -14%
JWM
881
Jeppson Wealth Management
California
$1.16M +$7.3K +171 +0.6%
H
882
HoyleCohen
California
$1.16M +$85 +2 +0%
NCM
883
Northside Capital Management
Oregon
$1.16M – – –
DGAM
884
Desjardins Global Asset Management
Quebec, Canada
$1.15M +$164K +3,846 +17%
SIM
885
Sterling Investment Management
Arizona
$1.14M -$17.7K -415 -2%
ACS
886
Archford Capital Strategies
Illinois
$1.14M -$218K -4,696 -16%
HIC
887
Holderness Investments Company
North Carolina
$1.13M +$8.49K +199 +0.8%
RIA
888
Realta Investment Advisors
Delaware
$1.12M +$76.1K +1,784 +7%
SIM
889
Sentry Investment Management
Wisconsin
$1.12M -$19.8K -464 -2%
FFBTD
890
First Financial Bank - Trust Division
Ohio
$1.12M -$10K -235 -0.9%
AL
891
Aspiriant LLC
California
$1.12M +$7.17K +168 +0.6%
LPAM
892
Lodestar Private Asset Management
California
$1.12M -$249K -5,839 -18%
TNB
893
Thomasville National Bank
Georgia
$1.12M +$3.41K +80 +0.3%
MYLI
894
Meiji Yasuda Life Insurance
Japan
$1.11M +$79K +1,850 +8%
VIA
895
Vident Investment Advisory
Georgia
$1.11M +$24.6K +576 +2%
SWM
896
Spire Wealth Management
Virginia
$1.11M -$90.9K -2,129 -8%
LWM
897
LJI Wealth Management
Indiana
$1.1M -$37.9K -887 -3%
CIA
898
Citadel Investment Advisory
Ohio
$1.09M -$12.8K -300 -1%
TPWA
899
TRUE Private Wealth Advisors
Oregon
$1.09M – – –
TCM
900
Triumph Capital Management
Colorado
$1.09M +$219K +5,133 +25%
34 35
36
37 38