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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 %
PWG
1026
Private Wealth Group
Florida
$822K – – –
CI
1027
CX Institutional
Indiana
$820K +$20.4K +500 +3%
BA
1028
Bristlecone Advisors
Washington
$819K -$8.17K -200 -1%
SWM
1029
Spire Wealth Management
Virginia
$818K -$241K -5,893 -23%
HA
1030
Harbor Advisors
Florida
$817K – – –
TCM
1031
Triumph Capital Management
Colorado
$814K -$226K -5,521 -22%
LC
1032
Lindbrook Capital
California
$814K -$52.8K -1,293 -6%
IRC
1033
Investors Research Corp
Georgia
$810K -$15.8K -386 -2%
FFA
1034
Fragasso Financial Advisors
Pennsylvania
$809K -$1.15M -28,178 -59%
JIC
1035
Johnson Investment Counsel
Ohio
$805K +$182K +4,446 +29%
BB
1036
Busey Bank
Illinois
$803K -$49.1K -1,202 -6%
FPB
1037
First PREMIER Bank
South Dakota
$803K +$462K +11,323 +136%
MSR
1038
Main Street Research
Connecticut
$800K -$1.51K -37 -0.2%
CAM
1039
Chou Associates Management
Ontario, Canada
$798K – – –
AWA
1040
Arete Wealth Advisors
Illinois
$797K +$390K +9,819 +96%
CWM
1041
Cornerstone Wealth Management
Missouri
$796K +$23.3K +571 +3%
FCI
1042
Financial Counselors Inc
Kansas
$789K -$38.7K -948 -5%
CG
1043
Colony Group
Massachusetts
$785K -$41.7K -1,021 -5%
DG
1044
DMC Group
Alabama
$782K -$4.62K -113 -0.6%
SPC
1045
Stewart & Patten Company
California
$781K -$12.3K -300 -2%
MG
1046
Mather Group
Illinois
$781K +$124K +3,032 +19%
VIM
1047
VELA Investment Management
Ohio
$780K – – –
XF
1048
XML Financial
Maryland
$780K +$47.3K +1,158 +6%
TIM
1049
Triad Investment Management
California
$778K – – –
BBNA
1050
Bremer Bank National Association
Minnesota
$777K -$44.5K -1,088 -5%
40 41
42
43 44