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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 %
VNA
901
Valley National Advisers
Pennsylvania
$1.08M -$46.8K -1,095 -4%
CC
902
Courier Capital
New York
$1.08M -$23.4K -548 -2%
WI
903
WrapManager Inc
California
$1.07M -$76.7K -1,796 -7%
GAM
904
Gotham Asset Management
New York
$1.07M -$386K -9,034 -27%
SBIA
905
Sheaff Brock Investment Advisors
Indiana
$1.06M -$4.1K -96 -0.4%
BC
906
Bartlett & Co
Ohio
$1.06M -$4.27K -100 -0.4%
BCWM
907
Bartlett & Co Wealth Management
Ohio
$1.06M -$4.27K -100 -0.4%
FCBT
908
First Citizens Bank & Trust
North Carolina
$1.06M -$154K -3,610 -13%
FCCM
909
First City Capital Management
Georgia
$1.06M – – –
QCG
910
Quadrant Capital Group
Ohio
$1.05M -$92.5K -2,167 -8%
CC
911
Cadinha & Co
Hawaii
$1.05M +$5.29K +124 +0.5%
FHA
912
First Horizon Advisors
Tennessee
$1.05M -$65.9K -1,543 -6%
AA
913
Argent Advisors
Louisiana
$1.05M +$21.1K +494 +2%
DLG
914
Daniel L. Goodwin
$1.05M -$64K -1,500 -6%
MWM
915
Modera Wealth Management
New Jersey
$1.04M +$623K +14,595 +148%
CIC
916
Carnegie Investment Counsel
Ohio
$1.04M -$91.6K -2,147 -8%
TAM
917
Tealwood Asset Management
Minnesota
$1.04M – – –
PI
918
PEAK6 Investments
Illinois
$1.04M -$2.9M -67,979 -74%
VFA
919
Voya Financial Advisors
Connecticut
$1.04M -$3.86K -91 -0.4%
MC
920
Martin & Co
Tennessee
$1.04M -$47.5K -1,112 -4%
BMM
921
Buffington Mohr McNeal
Idaho
$1.04M – – –
MPAM
922
Murphy Pohlad Asset Management
Minnesota
$1.04M +$45K +1,055 +5%
CG
923
Cutler Group
California
$1.03M -$2.82M -66,072 -73%
RIG
924
Ramiah Investment Group
Wisconsin
$1.03M +$1.03M +24,156 New
AIA
925
Affinity Investment Advisors
California
$1.03M -$250K -5,862 -20%
35 36
37
38 39