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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 %
WA
1126
Waverly Advisors
Alabama
$657K +$11.9K +291 +2%
NB
1127
Nicolet Bankshares
Wisconsin
$657K – – –
ACA
1128
Aptus Capital Advisors
Alabama
$656K +$459K +11,223 +232%
KFSC
1129
Keystone Financial Services (Colorado)
Colorado
$655K -$1.27K -31 -0.2%
AC
1130
Apella Capital
Connecticut
$652K +$7.97K +195 +1%
EW
1131
Element Wealth
Mississippi
$649K +$6.99K +171 +1%
FMLI
1132
Fukoku Mutual Life Insurance
Japan
$648K – – –
GC
1133
Gilbert & Cook
Iowa
$647K +$20.4K +500 +3%
DWM
1134
Dakota Wealth Management
Florida
$645K -$52K -1,272 -7%
HCP
1135
Hexagon Capital Partners
Arkansas
$644K +$55K +1,346 +9%
WSTAM
1136
Wilbanks Smith & Thomas Asset Management
Virginia
$644K +$99.4K +2,432 +18%
ECG
1137
Edge Capital Group
Georgia
$642K +$449 +11 +0.1%
MWM
1138
Meridian Wealth Management
Kentucky
$642K -$21.9K -537 -3%
HI
1139
Hendershot Investments
Virginia
$638K -$479K -11,721 -43%
MHS
1140
M Holdings Securities
Oregon
$633K +$633K +15,480 New
MW
1141
Marcum Wealth
Ohio
$632K +$16.8K +412 +3%
WANY
1142
Wealthspire Advisors (New York)
New York
$628K +$208K +5,089 +50%
NWM
1143
Northwest Wealth Management
Iowa
$627K +$34.3K +839 +6%
AWA
1144
Arkadios Wealth Advisors
Georgia
$627K -$76.8K -1,880 -11%
AC
1145
Abbrea Capital
California
$627K -$10.4K -255 -2%
RWP
1146
Ridgecrest Wealth Partners
California
$627K +$1.63K +40 +0.3%
CT
1147
Cambridge Trust
Massachusetts
$624K +$18.1K +442 +3%
PFA
1148
Pure Financial Advisors
California
$621K +$16.9K +414 +3%
SYBT
1149
Stock Yards Bank & Trust
Kentucky
$620K -$49.6K -1,213 -7%
BCM
1150
Becker Capital Management
Oregon
$620K +$42.3K +1,034 +7%
44 45
46
47 48