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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 %
T
1076
TOBAM
France
$735K -$124K -3,048 -14%
WBG
1077
Wharton Business Group
Pennsylvania
$735K – – –
SIA
1078
Strategic Investment Advisors
Michigan
$733K -$628K -15,370 -46%
DI
1079
Diligent Investors
California
$732K -$110K -2,690 -13%
NSIM
1080
North Star Investment Management
Illinois
$731K +$245 +6 +0%
LPT
1081
Legacy Private Trust
Wisconsin
$730K +$201K +4,915 +38%
PWP
1082
Principle Wealth Partners
Connecticut
$728K – – –
LI
1083
Lafayette Investments
Maryland
$725K -$36.8K -900 -5%
FPAS
1084
Focus Partners Advisor Solutions
Missouri
$724K +$466K +11,404 +180%
SFG
1085
Summit Financial Group
West Virginia
$721K -$10.2K -250 -1%
PAM
1086
Palisade Asset Management
Minnesota
$720K – – –
IWA
1087
IVC Wealth Advisors
Pennsylvania
$719K +$2.21K +54 +0.3%
CSPIA
1088
Cary Street Partners Investment Advisory
Virginia
$719K +$14.9K +364 +2%
1SB
1089
1ST Source Bank
Indiana
$718K -$44.9K -1,098 -6%
AIIMS
1090
Analyst IMS Investment Management Services
Israel
$717K – – –
LI
1091
LMCG Investments
Massachusetts
$714K -$16.8K -410 -2%
IVP
1092
Intrinsic Value Partners
Arizona
$713K – – –
MA
1093
Mutual Advisors
Nebraska
$712K -$115K -2,818 -14%
ESB
1094
Essex Savings Bank
Connecticut
$709K +$13K +319 +2%
SAM
1095
Sompo Asset Management
Japan
$709K -$173K -4,230 -20%
GIP
1096
Greatmark Investment Partners
Georgia
$709K -$18.8K -460 -3%
LD
1097
Lipe & Dalton
New York
$707K – – –
AW
1098
Avion Wealth
Texas
$704K +$133K +3,258 +23%
CC
1099
Chicago Capital
Illinois
$702K – – –
CWM
1100
Circle Wealth Management
New Jersey
$699K -$689K -16,873 -50%
42 43
44
45 46