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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 %
FHA
926
First Horizon Advisors
Tennessee
$1.01M +$2.29K +56 +0.2%
FCBT
927
First Citizens Bank & Trust
North Carolina
$1M -$6.95K -170 -0.7%
FNA
928
First National Advisers
Nebraska
$1M +$400K +9,801 +66%
VNA
929
Valley National Advisers
Pennsylvania
$999K -$36.5K -894 -4%
TAM
930
Tealwood Asset Management
Minnesota
$997K – – –
DWM
931
Drive Wealth Management
Utah
$996K -$445K -10,896 -31%
MWM
932
Modera Wealth Management
New Jersey
$995K -$4.78K -117 -0.5%
BMM
933
Buffington Mohr McNeal
Idaho
$992K – – –
MPAM
934
Murphy Pohlad Asset Management
Minnesota
$992K – – –
Fisher Asset Management
935
Fisher Asset Management
Washington
$987K +$189K +4,614 +24%
MC
936
Martin & Co
Tennessee
$987K -$7.6K -186 -0.8%
DC
937
Diametric Capital
Massachusetts
$983K +$643K +15,735 +189%
FBT
938
First Bank & Trust
South Dakota
$980K +$3.72K +91 +0.4%
IFU
939
iSAM Funds (UK)
United Kingdom
$980K +$401K +9,810 +69%
SC
940
Sawyer & Company
Massachusetts
$977K +$2.08K +51 +0.2%
DLG
941
Daniel L. Goodwin
$977K -$24.5K -600 -2%
MMA
942
Miracle Mile Advisors
California
$976K -$6.13K -150 -0.6%
KOC
943
Koss-Olinger Consulting
Florida
$975K +$395K +9,683 +68%
IA
944
Insight Advisors
Pennsylvania
$973K -$5.07K -124 -0.5%
HI
945
Harbour Investments
Wisconsin
$972K +$99.2K +2,429 +11%
AA
946
ALPS Advisors
Colorado
$970K +$421K +10,312 +77%
SBIA
947
Sheaff Brock Investment Advisors
Indiana
$967K -$51.9K -1,271 -5%
GIA
948
GHP Investment Advisors
Colorado
$964K +$11.6K +284 +1%
AIA
949
Affinity Investment Advisors
California
$963K -$21.7K -531 -2%
LSAG
950
Lake Street Advisors Group
New Hampshire
$963K +$54.7K +1,338 +6%
36 37
38
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