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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 %
TCPWM
951
Traverso Chambers Private Wealth Management
California
$960K +$82 +2 +0%
ACS
952
Archford Capital Strategies
Illinois
$959K -$46.9K -1,147 -5%
CM
953
Cercano Management
Washington
$959K – – –
GC
954
GFG Capital
Florida
$955K -$7.31K -179 -0.8%
AIC
955
Argus Investors Counsel
New York
$954K +$44.3K +1,084 +5%
GA
956
GFS Advisors
Texas
$953K +$45.8K +1,120 +5%
MGIA
957
Moneta Group Investment Advisors
Missouri
$952K -$27.6K -676 -3%
PMA
958
Prudent Man Advisors
Illinois
$949K +$269K +6,587 +40%
FMTC
959
Farmers & Merchants Trust Company
California
$948K +$8.5K +208 +0.9%
1IA
960
1834 Investment Advisors
Wisconsin
$948K +$181K +4,437 +24%
DTC
961
Davidson Trust Company
Washington
$940K -$13.3K -325 -1%
ECM
962
Evergreen Capital Management
Washington
$937K +$2.82K +69 +0.3%
SS
963
Sunbelt Securities
Texas
$935K +$1.59K +39 +0.2%
WP
964
Westmount Partners
California
$935K +$28.8K +706 +3%
MPWT
965
MassMutual Private Wealth & Trust
Connecticut
$931K +$65.1K +1,594 +8%
GLR
966
Great Lakes Retirement
Ohio
$930K +$42.3K +1,035 +5%
WT
967
Washington Trust
Rhode Island
$929K -$43.9K -1,074 -5%
CWM
968
Congress Wealth Management
Massachusetts
$929K -$20.9K -511 -2%
CIC
969
Carnegie Investment Counsel
Ohio
$926K -$70.7K -1,730 -7%
PK
970
Pflug Koory
Nebraska
$926K -$6.74K -165 -0.7%
LCM
971
Lazari Capital Management
California
$924K -$6.37K -156 -0.7%
LPAM
972
Lodestar Private Asset Management
California
$923K -$149K -3,654 -14%
FCCM
973
First City Capital Management
Georgia
$923K -$88.3K -2,160 -9%
RPC
974
Rossmore Private Capital
Connecticut
$918K – – –
FGI
975
Foresight Global Investors
New York
$917K -$393K -9,620 -30%
37 38
39
40 41