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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 %
AC
1026
Annandale Capital
Texas
$815K +$3.71K +87 +0.5%
VIM
1027
VELA Investment Management
Ohio
$815K – – –
TIM
1028
Triad Investment Management
California
$812K – – –
SWA
1029
Stratos Wealth Advisors
Ohio
$812K +$8.71K +204 +1%
BFM
1030
Boothbay Fund Management
New York
$812K +$219K +5,127 +37%
CWM
1031
Cornerstone Wealth Management
Missouri
$807K +$148K +3,460 +22%
1IA
1032
1834 Investment Advisors
Wisconsin
$801K +$21K +493 +3%
CAM
1033
CenterStar Asset Management
Illinois
$801K +$801K +18,728 New
GSWM
1034
Greenup Street Wealth Management
Michigan
$798K -$13.9K -325 -2%
MMHP
1035
Murphy Middleton Hinkle & Parker
Georgia
$797K -$5.08K -119 -0.6%
1SB
1036
1ST Source Bank
Indiana
$797K -$21K -493 -3%
LI
1037
Lafayette Investments
Maryland
$796K -$42.7K -1,000 -5%
AI
1038
Accredited Investors
Minnesota
$792K -$1.2K -28 -0.2%
LGA
1039
Lebenthal Global Advisors
New York
$792K +$792K +18,552 New
EWA
1040
EverSource Wealth Advisors
Alabama
$787K -$20.5K -481 -3%
DMBA
1041
Deseret Mutual Benefit Administrators
Utah
$783K +$3.5K +82 +0.4%
HSA
1042
HBK Sorce Advisory
Pennsylvania
$782K +$49.1K +1,151 +7%
GVAG
1043
Great Valley Advisor Group
Delaware
$782K +$64.4K +1,509 +9%
MC
1044
Maverick Capital
Texas
$776K +$776K +18,187 New
ROTUOC
1045
Regents of the University of California
California
$773K – – –
SFA
1046
Source Financial Advisors
New York
$771K -$204K -4,784 -21%
WA
1047
WP Advisors
California
$769K -$22.7K -531 -3%
BOC
1048
Barbara Oil Co
Illinois
$768K – – –
WBG
1049
Wharton Business Group
Pennsylvania
$768K +$8.53K +200 +1%
ZIC
1050
ZWJ Investment Counsel
Georgia
$765K – – –
40 41
42
43 44