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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 %
BCM
1151
Becker Capital Management
Oregon
$604K -$5.93K -139 -1%
TH
1152
TCTC Holdings
Texas
$598K -$169K -3,958 -22%
AW
1153
Avion Wealth
Texas
$597K +$288K +6,755 +93%
QPWM
1154
Quadrant Private Wealth Management
Pennsylvania
$596K -$1.2K -28 -0.2%
OFG
1155
Oxford Financial Group
Indiana
$595K +$119K +2,781 +25%
PWA
1156
Providence Wealth Advisors
Illinois
$595K -$85.4K -1,965 -13%
SWM
1157
Shakespeare Wealth Management
Wisconsin
$594K – – –
OCM
1158
Osterweis Capital Management
California
$593K – – –
WPW
1159
Waldron Private Wealth
Pennsylvania
$592K -$74.6K -1,749 -11%
CIA
1160
Cladis Investment Advisory
Montana
$590K -$12.8K -299 -2%
SXL
1161
Summit X LLC
Missouri
$590K +$77.4K +1,814 +15%
EA
1162
Eclectic Associates
California
$587K -$26.4K -619 -4%
JCM
1163
Jacobi Capital Management
Pennsylvania
$584K +$142K +3,318 +32%
CWP
1164
Concord Wealth Partners
Virginia
$584K +$280K +6,556 +92%
MWM
1165
Madison Wealth Management
Ohio
$584K +$1.66K +39 +0.3%
NCM
1166
Neumann Capital Management
California
$581K -$102K -2,400 -15%
WAP
1167
Wealthcare Advisory Partners
Pennsylvania
$580K -$8.37K -196 -1%
HCM
1168
Highlander Capital Management
New Jersey
$578K +$38.4K +900 +7%
WG
1169
Welch Group
Alabama
$577K +$21.3K +498 +4%
LS
1170
Livforsakringsbolaget Skandia
Sweden
$577K -$384K -9,000 -40%
BTW
1171
Boston Trust Walden
Massachusetts
$577K -$30K -703 -5%
DDC
1172
DF Dent & Co
Maryland
$576K +$576K +13,490 New
WA
1173
Wealth Alliance
New York
$575K +$8.02K +188 +1%
CPA
1174
Cardiff Park Advisors
California
$574K +$811 +19 +0.1%
MBT
1175
Montecito Bank & Trust
California
$574K -$896 -21 -0.2%
45 46
47
48 49