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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 %
BAAM
926
Baker Avenue Asset Management
California
$1.01M -$117K -3,120 -10%
VVP
927
Venture Visionary Partners
Ohio
$1M -$206K -5,522 -17%
QCG
928
Quadrant Capital Group
Ohio
$1M +$92K +2,462 +10%
SIM
929
Sentry Investment Management
Wisconsin
$1M +$216K +5,778 +27%
LWM
930
LJI Wealth Management
Indiana
$999K +$28.6K +766 +3%
BAM
931
Belpointe Asset Management
Nevada
$994K -$467K -12,496 -32%
FFBTD
932
First Financial Bank - Trust Division
Ohio
$993K -$2.28K -61 -0.2%
CIC
933
Carnegie Investment Counsel
Ohio
$992K -$26.4K -707 -3%
MGIA
934
Moneta Group Investment Advisors
Missouri
$986K +$238K +6,364 +32%
FWCM
935
Ferguson Wellman Capital Management
Oregon
$986K +$1.57K +42 +0.2%
FCCM
936
First City Capital Management
Georgia
$983K -$20K -503 -2%
NEWAS
937
N.E.W. Advisory Services
Wisconsin
$981K +$28.2K +754 +3%
HIC
938
Holderness Investments Company
North Carolina
$981K +$5.42K +145 +0.6%
BCFD
939
Boit C.F. David
$978K – – –
FHA
940
First Horizon Advisors
Tennessee
$977K +$44.7K +1,195 +5%
AL
941
Aspiriant LLC
California
$975K -$179K -4,791 -16%
APP
942
Avantax Planning Partners
Iowa
$975K +$25.2K +675 +3%
TNB
943
Thomasville National Bank
Georgia
$974K -$76.6K -2,050 -7%
DLG
944
Daniel L. Goodwin
$972K – – –
CIA
945
Citadel Investment Advisory
Ohio
$967K +$1.87K +50 +0.2%
GC
946
GFG Capital
Florida
$965K +$9.08K +222 +0.9%
CC
947
Courier Capital
New York
$964K -$29.7K -795 -3%
AIM
948
Aigen Investment Management
New York
$961K +$961K +25,712 New
VIA
949
Vident Investment Advisory
Georgia
$954K +$288K +7,694 +43%
TPWA
950
TRUE Private Wealth Advisors
Oregon
$952K -$6.92K -185 -0.7%
36 37
38
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