WFC icon

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 %
TSS
976
Two Sigma Securities
New York
$910K -$8.1M -189,877 -90%
SFA
977
Seneca Financial Advisors
New York
$908K – – –
ACM
978
AlphaStar Capital Management
North Carolina
$907K -$1.16M -27,116 -56%
KIG
979
Kennedy Investment Group
New Jersey
$906K -$1.45K -34 -0.2%
LC
980
Lindbrook Capital
California
$905K +$521K +12,204 +136%
MPWT
981
MassMutual Private Wealth & Trust
Connecticut
$905K +$105K +2,467 +13%
GFA
982
Gallagher Fiduciary Advisors
Illinois
$902K +$6.92K +162 +0.8%
CIAS
983
Capital Investment Advisory Services
North Carolina
$902K +$58K +1,359 +7%
BIM
984
Bridges Investment Management
Nebraska
$901K -$699K -16,374 -44%
T
985
TOBAM
France
$898K -$384 -9 -0%
IWM
986
IHT Wealth Management
Illinois
$894K +$71.7K +1,680 +9%
BB
987
Busey Bank
Illinois
$890K +$598 +14 +0.1%
BTI
988
Blue Trust Inc
Georgia
$889K -$317K -8,496 -26%
TFS
989
Thoroughbred Financial Services
Tennessee
$885K +$70.4K +1,651 +9%
APC
990
Aspire Private Capital
North Carolina
$882K +$1.49K +35 +0.2%
BBA
991
BLB&B Advisors
Pennsylvania
$880K -$24K -563 -3%
DI
992
Diligent Investors
California
$879K +$225K +5,263 +34%
LCAM
993
London & Capital Asset Management
United Kingdom
$875K +$875K +20,506 New
SRC
994
Sage Rhino Capital
California
$875K -$77.4K -1,813 -8%
TCM
995
Telos Capital Management
California
$870K -$128K -3,000 -13%
FCI
996
Financial Counselors Inc
Kansas
$865K -$77.1K -1,805 -8%
MA
997
Mutual Advisors
Nebraska
$864K +$16.3K +383 +2%
BA
998
Bristlecone Advisors
Washington
$864K +$8.54K +200 +1%
CG
999
Colony Group
Massachusetts
$863K -$101K -2,374 -11%
LIA
1000
LS Investment Advisors
Michigan
$863K – – –
38 39
40
41 42