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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 %
CLOS
951
Compagnie Lombard Odier SCmA
Switzerland
$973K -$510K -11,957 -34%
LCM
952
Lazari Capital Management
California
$971K +$971K +22,758 New
SIC
953
Salem Investment Counselors
North Carolina
$969K -$16.1K -377 -2%
RPCONE
954
Retirement Planning Company of New England
Rhode Island
$962K +$1.24K +29 +0.1%
RPC
955
Rossmore Private Capital
Connecticut
$959K – – –
GLLW
956
Graves Light Lenhart Wealth
Virginia
$952K +$18.2K +426 +2%
AIC
957
Argus Investors Counsel
New York
$951K +$8.92K +209 +0.9%
LWANC
958
Laurel Wealth Advisors (North Carolina)
North Carolina
$949K +$55.1K +1,291 +6%
LSAG
959
Lake Street Advisors Group
New Hampshire
$949K +$111K +2,598 +13%
GA
960
GFS Advisors
Texas
$948K +$19.6K +458 +2%
WP
961
Westmount Partners
California
$946K -$20.1K -472 -2%
JIP
962
Jaffetilchin Investment Partners
Florida
$945K +$6.74K +158 +0.7%
EM
963
Excalibur Management
Massachusetts
$940K -$854 -20 -0.1%
RL
964
Ruffer LLP
United Kingdom
$939K – – –
FB
965
Fulton Bank
Pennsylvania
$938K -$56.1K -1,314 -6%
WP
966
WealthPLAN Partners
Nebraska
$931K -$37.7K -883 -4%
VLC
967
Van Leeuwen & Company
New Jersey
$928K -$27.9K -642 -3%
GLR
968
Great Lakes Retirement
Ohio
$927K +$5.8K +136 +0.6%
PTB
969
Pioneer Trust Bank
Oregon
$925K -$31.4K -735 -3%
PMG
970
Private Management Group
California
$924K -$8.54K -200 -0.9%
WCM
971
Wunderlich Capital Managemnt
Tennessee
$923K +$744K +17,433 +415%
APP
972
Avantax Planning Partners
Iowa
$921K -$192K -4,489 -17%
SAM
973
Sompo Asset Management
Japan
$921K -$2.29M -53,670 -71%
WWM
974
Western Wealth Management
Colorado
$917K +$38.1K +893 +4%
HI
975
Harbour Investments
Wisconsin
$912K +$20.6K +483 +2%
37 38
39
40 41