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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 %
IWP
926
Icon Wealth Partners
Texas
$1.03M +$752K +17,611 +273%
MMA
927
Miracle Mile Advisors
California
$1.03M +$46.9K +1,100 +5%
AG
928
AIA Group
Hong Kong
$1.02M -$662K -15,503 -39%
MGIA
929
Moneta Group Investment Advisors
Missouri
$1.02M -$103K -2,415 -9%
IA
930
Insight Advisors
Pennsylvania
$1.02M -$7.09K -166 -0.7%
FBT
931
First Bank & Trust
South Dakota
$1.02M +$9.94K +233 +1%
SC
932
Sawyer & Company
Massachusetts
$1.02M -$4.69K -110 -0.5%
GIA
933
GHP Investment Advisors
Colorado
$1.02M +$140K +3,204 +16%
WT
934
Washington Trust
Rhode Island
$1.02M +$2.48K +58 +0.2%
IAS
935
Insigneo Advisory Services
Florida
$1.01M +$307K +7,204 +44%
GC
936
GFG Capital
Florida
$1.01M -$2.26K -53 -0.2%
TCPWM
937
Traverso Chambers Private Wealth Management
California
$1M -$11.8K -276 -1%
CM
938
Cercano Management
Washington
$1M +$1M +23,474 New
DTC
939
Davidson Trust Company
Washington
$996K -$1.75K -41 -0.2%
CWM
940
Congress Wealth Management
Massachusetts
$992K -$13.3K -311 -1%
PSC
941
Portman Square Capital
United Kingdom
$991K -$2.87M -67,320 -74%
BCFD
942
Boit C.F. David
$989K -$128K -3,000 -11%
PCFFS
943
Pacific Center for Financial Services
California
$986K -$10.8K -253 -1%
RCM
944
RNC Capital Management
California
$983K -$257K -6,014 -21%
FMTC
945
Farmers & Merchants Trust Company
California
$982K +$221K +5,175 +29%
SM
946
Sweeney & Michel
California
$980K – – –
IAMOG
947
Investors Asset Management of Georgia
Georgia
$977K +$14K +327 +1%
ECM
948
Evergreen Capital Management
Washington
$976K -$10.1K -236 -1%
SS
949
Sunbelt Securities
Texas
$975K +$5.42K +127 +0.6%
PK
950
Pflug Koory
Nebraska
$974K -$6.83K -160 -0.7%
36 37
38
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