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 %
MCM
1101
MV Capital Management
Maryland
$679K +$3.46K +81 +0.5%
FMLI
1102
Fukoku Mutual Life Insurance
Japan
$676K – – –
Koshinski Asset Management
1103
Koshinski Asset Management
Illinois
$674K -$75.1K -1,759 -10%
VPP
1104
Vertex Planning Partners
Illinois
$674K +$7.26K +170 +1%
WA
1105
Waverly Advisors
Alabama
$674K +$32.7K +767 +5%
AC
1106
Apella Capital
Connecticut
$673K +$673K +15,769 New
EW
1107
Element Wealth
Mississippi
$671K -$13.6K -319 -2%
ECG
1108
Edge Capital Group
Georgia
$671K -$22.8K -535 -3%
PCS
1109
Personal CFO Solutions
New Jersey
$669K +$94.2K +2,206 +16%
ORAM
1110
One River Asset Management
Connecticut
$667K -$2.63M -61,789 -80%
AIM
1111
Anchor Investment Management
South Carolina
$666K +$69.7K +1,633 +12%
AC
1112
Abbrea Capital
California
$666K +$28.7K +672 +5%
GFP
1113
Gryphon Financial Partners
Ohio
$657K -$102K -2,383 -13%
CA
1114
Claro Advisors
Massachusetts
$657K +$15.5K +364 +2%
WA1
1115
Wimmer Associates 1
California
$655K -$5.98K -140 -0.9%
GC
1116
Gilbert & Cook
Iowa
$654K -$111K -2,597 -14%
RWP
1117
Ridgecrest Wealth Partners
California
$653K +$253K +5,920 +63%
JIC
1118
Johnson Investment Counsel
Ohio
$651K +$148K +3,475 +30%
Jones Financial Companies
1119
Jones Financial Companies
Missouri
$650K -$285K -6,687 -31%
PWLP
1120
Prio Wealth Limited Partnership
Massachusetts
$647K -$32.7K -766 -5%
MW
1121
Marcum Wealth
Ohio
$643K +$2.39K +56 +0.4%
BFA
1122
Bragg Financial Advisors
North Carolina
$643K +$17.7K +415 +3%
BCP
1123
Blackhawk Capital Partners
Wisconsin
$641K -$1.55M -36,238 -71%
JWM
1124
Jupiter Wealth Management
Colorado
$640K – – –
HWAM
1125
Hennion & Walsh Asset Management
New Jersey
$634K -$2.69K -63 -0.4%
43 44
45
46 47