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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 %
XF
1051
XML Financial
Maryland
$765K +$11.7K +273 +2%
SFG
1052
Summit Financial Group
West Virginia
$763K – – –
NSIM
1053
North Star Investment Management
Illinois
$763K +$896 +21 +0.1%
LI
1054
LMCG Investments
Massachusetts
$763K -$31.1K -728 -4%
PWP
1055
Principle Wealth Partners
Connecticut
$761K -$22.7K -533 -3%
GIP
1056
Greatmark Investment Partners
Georgia
$760K -$13.3M -310,869 -95%
EFS
1057
Essex Financial Services
Connecticut
$759K +$7.09K +166 +0.9%
DWA
1058
Delap Wealth Advisory
Oregon
$757K -$26.4K -619 -3%
SN
1059
Sittner & Nelson
Oregon
$754K -$21.6K -506 -3%
PAM
1060
Palisade Asset Management
Minnesota
$752K -$21.9K -514 -3%
IWA
1061
IVC Wealth Advisors
Pennsylvania
$749K +$132K +3,092 +21%
CS
1062
Comerica Securities
Michigan
$748K -$124K -2,912 -14%
PIMJS
1063
PKO Investment Management Joint-Stock
Poland
$746K +$746K +17,479 New
IVP
1064
Intrinsic Value Partners
Arizona
$745K -$2.56K -60 -0.3%
EI
1065
Ethic Inc
New York
$744K +$84K +1,969 +13%
AIIMS
1066
Analyst IMS Investment Management Services
Israel
$744K -$1.78K -42 -0.2%
IF
1067
Intrua Financial
Texas
$743K +$282K +6,619 +61%
CA
1068
Cumberland Advisors
Florida
$738K – – –
LD
1069
Lipe & Dalton
New York
$738K -$12.8K -300 -2%
CSPIA
1070
Cary Street Partners Investment Advisory
Virginia
$736K +$241K +5,647 +49%
AWA
1071
Arkadios Wealth Advisors
Georgia
$735K +$9.52K +223 +1%
PFSC
1072
Peoples Financial Services Corp
Pennsylvania
$734K -$57.1K -1,338 -7%
CC
1073
Chicago Capital
Illinois
$733K – – –
CWS
1074
Cypress Wealth Services
California
$732K +$99.2K +2,218 +16%
DWM
1075
Dakota Wealth Management
Florida
$728K +$4.27K +100 +0.6%
41 42
43
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