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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 %
VFA
901
Voya Financial Advisors
Connecticut
$1.08M +$81.4K +1,990 +8%
SIM
902
Sterling Investment Management
Arizona
$1.08M -$18.5K -452 -2%
EFS
903
Essex Financial Services
Connecticut
$1.07M +$346K +8,480 +48%
AA
904
Argent Advisors
Louisiana
$1.07M +$68K +1,664 +7%
FL
905
Fourthstone LLC
Missouri
$1.07M +$1.07M +26,100 New
WI
906
WrapManager Inc
California
$1.06M +$32.4K +794 +3%
LWM
907
LJI Wealth Management
Indiana
$1.06M -$368 -9 -0%
PCM
908
Penserra Capital Management
California
$1.05M -$156K -3,812 -13%
TPWA
909
TRUE Private Wealth Advisors
Oregon
$1.05M +$10.5K +256 +1%
TNB
910
Thomasville National Bank
Georgia
$1.05M -$18.2K -446 -2%
RIL
911
Rothschild Investment LLC
Illinois
$1.05M -$79.1K -1,937 -7%
HIC
912
Holderness Investments Company
North Carolina
$1.05M -$34.4K -843 -3%
TCOT
913
Trust Company of Toledo
Ohio
$1.04M -$125K -3,056 -11%
CIA
914
Citadel Investment Advisory
Ohio
$1.04M – – –
QCG
915
Quadrant Capital Group
Ohio
$1.04M +$35.4K +866 +4%
MYLI
916
Meiji Yasuda Life Insurance
Japan
$1.04M -$23.9K -584 -2%
CPIG
917
Chicago Partners Investment Group
Illinois
$1.04M -$102K -2,577 -9%
IIC
918
Ironwood Investment Counsel
Arizona
$1.04M -$159K -3,894 -13%
FFBTD
919
First Financial Bank - Trust Division
Ohio
$1.03M -$50.3K -1,232 -5%
OAM
920
Ostrum Asset Management
France
$1.02M -$121K -2,956 -11%
CGL
921
Clarius Group LLC
Washington
$1.02M -$276K -6,757 -21%
NS
922
NBC Securities
Alabama
$1.02M +$1.02M +24,894 New
FB
923
Fulton Bank
Pennsylvania
$1.01M +$114K +2,800 +13%
BTI
924
Blue Trust Inc
Georgia
$1.01M -$2.64K -62 -0.3%
CC
925
Cadinha & Co
Hawaii
$1.01M +$4.09K +100 +0.4%
35 36
37
38 39