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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 %
AC
1051
Annandale Capital
Texas
$777K -$2.78K -68 -0.4%
SL
1052
Sentry LLC
Tennessee
$776K -$18.4K -450 -2%
GAM
1053
Gotham Asset Management
New York
$774K -$249K -6,096 -24%
CRWM
1054
Castle Rock Wealth Management
California
$773K +$119 +3 +0%
RIG
1055
Ramiah Investment Group
Wisconsin
$772K -$215K -5,266 -22%
MMHP
1056
Murphy Middleton Hinkle & Parker
Georgia
$768K +$4.9K +120 +0.6%
BCFD
1057
Boit C.F. David
$767K -$151K -3,800 -16%
GVAG
1058
Great Valley Advisor Group
Delaware
$758K +$9.8K +240 +1%
FNBSF
1059
First National Bank Sioux Falls
South Dakota
$754K -$66.1K -1,617 -8%
BCM
1060
Brookstone Capital Management
Illinois
$754K -$52.2K -1,267 -6%
JCIA
1061
Jackson Creek Investment Advisors
Colorado
$753K +$753K +18,432 New
SM
1062
Sciencast Management
New Jersey
$750K +$264K +6,455 +54%
DWA
1063
Delap Wealth Advisory
Oregon
$750K +$25.3K +619 +3%
GFA
1064
Gallagher Fiduciary Advisors
Illinois
$746K -$117K -2,869 -14%
FNT
1065
First National Trust
Pennsylvania
$745K -$70.9K -1,735 -9%
WA
1066
WP Advisors
California
$742K +$6.17K +151 +0.8%
SN
1067
Sittner & Nelson
Oregon
$742K +$20.2K +495 +3%
LGA
1068
Lebenthal Global Advisors
New York
$741K -$16.9K -414 -2%
AGWCA
1069
Annis Gardner Whiting Capital Advisors
Florida
$740K +$740K +18,115 New
ROTUOC
1070
Regents of the University of California
California
$740K – – –
BP
1071
BBR Partners
New York
$739K +$325K +7,951 +78%
RVPG
1072
Relative Value Partners Group
$739K +$739K +18,076 New
FPGT
1073
Financial Partners Group (Tennessee)
Tennessee
$736K +$736K +18,019 New
BOC
1074
Barbara Oil Co
Illinois
$735K – – –
EWA
1075
EverSource Wealth Advisors
Alabama
$735K -$18K -440 -2%
41 42
43
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