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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 %
SP
876
Symmetry Partners
Connecticut
$1.17M – – –
MIM
877
Marco Investment Management
Georgia
$1.16M -$140K -3,415 -11%
SAM
878
Silvercrest Asset Management
New York
$1.16M +$2.13K +52 +0.2%
MPIA
879
Mountain Pacific Investment Advisers
Idaho
$1.15M -$141K -3,450 -11%
CWM
880
Chemistry Wealth Management
New York
$1.15M -$214K -5,249 -16%
GC
881
Grimes & Company
Massachusetts
$1.15M +$30K +734 +3%
JWM
882
Jeppson Wealth Management
California
$1.15M +$32.7K +800 +3%
JIC
883
Joel Isaacson & Co
New York
$1.14M +$16.8K +411 +1%
NEWAS
884
N.E.W. Advisory Services
Wisconsin
$1.14M +$10.8K +264 +1%
MC
885
Maverick Capital
Texas
$1.14M +$396K +9,700 +53%
FG
886
Fiduciary Group
Georgia
$1.14M -$40.7K -997 -3%
MIFH
887
Migdal Insurance & Financial Holdings
Israel
$1.14M -$554K -13,555 -33%
LIM
888
Leavell Investment Management
Alabama
$1.13M -$8.38K -205 -0.7%
RIA
889
Realta Investment Advisors
Delaware
$1.12M – – –
CNBTD
890
Citizens National Bank Trust Department
Mississippi
$1.12M – – –
UM
891
UniSuper Management
Australia
$1.12M -$6.11M -149,525 -84%
EML
892
Eos Management LP
New York
$1.12M – – –
OWA
893
One Wealth Advisors
California
$1.12M -$268K -6,552 -19%
TCM
894
Teza Capital Management
Illinois
$1.11M +$1.11M +27,268 New
AL
895
Aspiriant LLC
California
$1.11M +$36.8K +901 +3%
NCM
896
Northside Capital Management
Oregon
$1.11M – – –
H
897
HoyleCohen
California
$1.1M -$10.5K -258 -0.9%
WIS
898
Wright Investors Service
Connecticut
$1.09M +$494K +12,091 +83%
NRS
899
Neville Rodie & Shaw
New York
$1.09M -$107K -2,624 -9%
IAN
900
Integrated Advisors Network
Texas
$1.08M -$37.4K -916 -3%
34 35
36
37 38