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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 %
SIC
1001
Salem Investment Counselors
North Carolina
$868K -$60.3K -1,475 -6%
KIG
1002
Kennedy Investment Group
New Jersey
$867K -$245 -6 -0%
SIM
1003
Sentry Investment Management
Wisconsin
$867K -$210K -5,137 -19%
SC
1004
Sepio Capital
Utah
$866K -$554K -13,563 -39%
BFM
1005
Boothbay Fund Management
New York
$865K +$87.7K +2,146 +11%
KCM
1006
Kanawha Capital Management
Virginia
$864K -$1.26M -30,903 -59%
PTC
1007
Private Trust Company
Ohio
$864K -$319K -7,819 -27%
EI
1008
Ethic Inc
New York
$863K +$150K +3,683 +21%
CIAS
1009
Capital Investment Advisory Services
North Carolina
$859K -$3.88K -95 -0.4%
SWA
1010
Stratos Wealth Advisors
Ohio
$859K +$82.1K +2,009 +11%
PTB
1011
Pioneer Trust Bank
Oregon
$854K -$31.3K -765 -4%
GLLW
1012
Graves Light Lenhart Wealth
Virginia
$853K -$31.4K -790 -4%
CAG
1013
Csenge Advisory Group
Florida
$847K +$61.2K +1,497 +8%
RAG
1014
RIA Advisory Group
Iowa
$843K +$29.1K +711 +4%
WWM
1015
Western Wealth Management
Colorado
$841K -$37K -905 -4%
MMPW
1016
Mitchell McLeod Pugh & Williams
Alabama
$840K +$57.1K +1,398 +7%
LCAM
1017
London & Capital Asset Management
United Kingdom
$836K -$1.59K -39 -0.2%
AI
1018
Accredited Investors
Minnesota
$834K +$75.7K +1,853 +10%
LA
1019
LexAurum Advisors
Kansas
$833K +$231K +5,647 +38%
TCM
1020
Telos Capital Management
California
$833K – – –
CLOS
1021
Compagnie Lombard Odier SCmA
Switzerland
$832K -$99.8K -2,443 -11%
BBA
1022
BLB&B Advisors
Pennsylvania
$832K -$10.4K -255 -1%
SRC
1023
Sage Rhino Capital
California
$830K -$7.07K -173 -0.8%
ZIC
1024
ZWJ Investment Counsel
Georgia
$829K +$96.6K +2,365 +13%
LIA
1025
LS Investment Advisors
Michigan
$826K – – –
39 40
41
42 43