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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 %
CS
1101
Comerica Securities
Michigan
$694K -$22.1K -540 -3%
HBT
1102
Heartland Bank & Trust
Illinois
$692K +$9.32K +228 +1%
AP
1103
Appleton Partners
Massachusetts
$692K -$91.2K -2,232 -12%
PCS
1104
Personal CFO Solutions
New Jersey
$684K +$43.4K +1,062 +7%
GPA
1105
Garrison Point Advisors
California
$683K +$13.7K +336 +2%
BCM
1106
Boltwood Capital Management
California
$682K – – –
CWP
1107
Concord Wealth Partners
Virginia
$681K +$121K +2,972 +22%
IF
1108
Intrua Financial
Texas
$680K -$31.3K -767 -4%
CIA
1109
Cascade Investment Advisors
Oregon
$678K -$3.84K -94 -0.6%
JWA
1110
JFS Wealth Advisors
Pennsylvania
$678K +$4.86K +119 +0.7%
PFSC
1111
Peoples Financial Services Corp
Pennsylvania
$675K -$27.6K -675 -4%
CCG
1112
Ceeto Capital Group
Florida
$674K – – –
CA
1113
Cullinan Associates
Kentucky
$672K -$953K -23,320 -59%
KMWM
1114
Keudell/Morrison Wealth Management
Oregon
$671K +$490 +12 +0.1%
DWA
1115
Douglass Winthrop Advisors
New York
$670K – – –
PA
1116
Perennial Advisors
New York
$670K -$124K -3,030 -16%
HCM
1117
Hutner Capital Management
Vermont
$670K +$41 +1 +0%
CWS
1118
Cypress Wealth Services
California
$669K +$654 +16 +0.1%
LF
1119
Lantz Financial
Illinois
$669K -$4.5K -110 -0.7%
SC
1120
Syon Capital
California
$667K +$667K +16,330 New
GAG
1121
GM Advisory Group
New York
$667K -$26.5K -649 -4%
DMBA
1122
Deseret Mutual Benefit Administrators
Utah
$665K -$84.3K -2,063 -11%
Koshinski Asset Management
1123
Koshinski Asset Management
Illinois
$664K +$18.4K +451 +3%
AF
1124
Advisornet Financial
Minnesota
$660K -$134K -3,277 -17%
OA
1125
Operose Advisors
Wisconsin
$658K +$138K +3,386 +27%
43 44
45
46 47