WFC icon

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 %
ESB
1076
Essex Savings Bank
Connecticut
$727K +$2.6K +61 +0.4%
MCM
1077
Mainstay Capital Management
Michigan
$725K +$23.5K +550 +3%
GAG
1078
GM Advisory Group
New York
$724K +$2.18K +51 +0.3%
HBT
1079
Heartland Bank & Trust
Illinois
$713K -$67.2K -1,574 -9%
BCM
1080
Boltwood Capital Management
California
$713K -$85.4K -2,000 -11%
CIA
1081
Cascade Investment Advisors
Oregon
$713K +$4.01K +94 +0.6%
PMA
1082
Prudent Man Advisors
Illinois
$711K -$3.63K -85 -0.5%
CCG
1083
Ceeto Capital Group
Florida
$704K – – –
LF
1084
Lantz Financial
Illinois
$703K +$38.8K +908 +6%
JWA
1085
JFS Wealth Advisors
Pennsylvania
$703K +$1.24K +29 +0.2%
KMWM
1086
Keudell/Morrison Wealth Management
Oregon
$701K -$16K -374 -2%
DWA
1087
Douglass Winthrop Advisors
New York
$700K – – –
SYBT
1088
Stock Yards Bank & Trust
Kentucky
$700K -$28K -657 -4%
GPA
1089
Garrison Point Advisors
California
$700K – – –
HCM
1090
Hutner Capital Management
Vermont
$699K – – –
PCP
1091
Proficio Capital Partners
Massachusetts
$698K -$15.9K -372 -2%
MWM
1092
Meridian Wealth Management
Kentucky
$694K -$29.4K -688 -4%
Legacy Financial Group (Iowa)
1093
Legacy Financial Group (Iowa)
Iowa
$693K -$40.3K -945 -6%
NSAM
1094
North Star Asset Management
Wisconsin
$689K -$384 -9 -0.1%
MG
1095
Mather Group
Illinois
$686K +$43.5K +1,020 +7%
CW
1096
CIC Wealth
Maryland
$686K -$41.5K -972 -6%
NB
1097
Nicolet Bankshares
Wisconsin
$686K -$556K -13,020 -45%
KFSC
1098
Keystone Financial Services (Colorado)
Colorado
$686K +$3.46K +81 +0.5%
SFO
1099
Stokes Family Office
Louisiana
$684K +$140K +3,282 +26%
ANTB
1100
AMG National Trust Bank
Colorado
$681K -$400K -9,379 -37%
42 43
44
45 46