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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 %
IRC
1001
Investors Research Corp
Georgia
$863K – – –
PWG
1002
Private Wealth Group
Florida
$858K – – –
BBNA
1003
Bremer Bank National Association
Minnesota
$858K – – –
FNBSF
1004
First National Bank Sioux Falls
South Dakota
$857K -$68K -1,594 -7%
HA
1005
Harbor Advisors
Florida
$854K – – –
GSEP
1006
Golden State Equity Partners
California
$853K -$205K -4,813 -19%
FNT
1007
First National Trust
Pennsylvania
$852K -$1.84K -43 -0.2%
RAG
1008
RIA Advisory Group
Iowa
$850K -$29.6K -694 -3%
BP
1009
Ballentine Partners
Massachusetts
$845K +$161K +3,778 +24%
CRWM
1010
Castle Rock Wealth Management
California
$843K -$1.12K -26 -0.1%
BCM
1011
Brookstone Capital Management
Illinois
$837K +$55.2K +1,290 +7%
MSR
1012
Main Street Research
Connecticut
$837K +$9.65K +226 +1%
CI
1013
CX Institutional
Indiana
$835K +$486K +11,377 +139%
Fisher Asset Management
1014
Fisher Asset Management
Washington
$834K +$71.4K +1,673 +9%
CAM
1015
Chou Associates Management
Ontario, Canada
$834K – – –
SL
1016
Sentry LLC
Tennessee
$829K -$10.7K -250 -1%
AF
1017
Advisornet Financial
Minnesota
$829K +$91.3K +2,139 +12%
SPC
1018
Stewart & Patten Company
California
$829K -$26.7K -626 -3%
PA
1019
Perennial Advisors
New York
$829K +$829K +19,420 New
AWE
1020
Avidian Wealth Enterprises
Texas
$823K -$1.33M -31,165 -62%
DG
1021
DMC Group
Alabama
$821K -$17.3K -405 -2%
CAG
1022
Csenge Advisory Group
Florida
$821K +$30K +704 +4%
LIM
1023
Longfellow Investment Management
Massachusetts
$820K +$820K +19,209 New
AP
1024
Appleton Partners
Massachusetts
$818K -$128K -2,992 -14%
MMPW
1025
Mitchell McLeod Pugh & Williams
Alabama
$817K -$4.1K -96 -0.5%
39 40
41
42 43