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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 %
APC
976
Aspire Private Capital
North Carolina
$914K +$68.9K +1,687 +8%
JIP
977
Jaffetilchin Investment Partners
Florida
$912K +$7.44K +182 +0.8%
HSA
978
HBK Sorce Advisory
Pennsylvania
$911K +$162K +3,968 +22%
AAS
979
Ameritas Advisory Services
Nebraska
$906K +$504K +12,257 +126%
SM
980
Sweeney & Michel
California
$905K +$2.91K +71 +0.3%
RL
981
Ruffer LLP
United Kingdom
$900K – – –
ACM
982
AlphaStar Capital Management
North Carolina
$892K +$23.7K +579 +3%
PCFFS
983
Pacific Center for Financial Services
California
$892K -$52.1K -1,275 -6%
APP
984
Avantax Planning Partners
Iowa
$891K +$9.19K +225 +1%
RCM
985
RNC Capital Management
California
$887K -$54.6K -1,336 -6%
VCA
986
Verdence Capital Advisors
Maryland
$885K -$1.71M -41,854 -66%
PMG
987
Private Management Group
California
$885K – – –
WCM
988
Wunderlich Capital Managemnt
Tennessee
$884K -$41 -1 -0%
IWM
989
IHT Wealth Management
Illinois
$881K +$25.4K +622 +3%
IAMOG
990
Investors Asset Management of Georgia
Georgia
$879K -$26K -656 -3%
LWANC
991
Laurel Wealth Advisors (North Carolina)
North Carolina
$879K -$30.1K -736 -3%
EM
992
Excalibur Management
Massachusetts
$877K -$23.1K -565 -3%
CAM
993
CenterStar Asset Management
Illinois
$871K +$106K +2,582 +14%
WP
994
WealthPLAN Partners
Nebraska
$870K -$21K -515 -2%
CC
995
Courier Capital
New York
$870K -$161K -3,950 -16%
BP
996
Ballentine Partners
Massachusetts
$870K +$60.8K +1,487 +8%
SFA
997
Seneca Financial Advisors
New York
$869K – – –
Point72 Asset Management
998
Point72 Asset Management
Connecticut
$869K +$869K +21,267 New
BCWM
999
Bartlett & Co Wealth Management
Ohio
$868K -$150K -3,660 -15%
BC
1000
Bartlett & Co
Ohio
$868K -$150K -3,660 -15%
38 39
40
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