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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 %
CW
1151
CIC Wealth
Maryland
$618K -$38.6K -944 -6%
ANTB
1152
AMG National Trust Bank
Colorado
$618K -$34.7K -850 -5%
BCP
1153
Blackhawk Capital Partners
Wisconsin
$617K +$2.86K +70 +0.5%
JWM
1154
Jupiter Wealth Management
Colorado
$613K – – –
AIM
1155
Anchor Investment Management
South Carolina
$609K -$29.2K -715 -5%
PCM
1156
Prelude Capital Management
New York
$608K +$382K +9,339 +169%
LWM
1157
Liberty Wealth Management
California
$606K +$1.06K +26 +0.2%
MTC
1158
McDaniel Terry & Co
Texas
$605K – – –
CA
1159
Claro Advisors
Massachusetts
$604K -$24.6K -603 -4%
BIC
1160
Beach Investment Counsel
Pennsylvania
$604K +$189K +4,623 +45%
CWM
1161
C2C Wealth Management
Arizona
$604K +$151K +3,825 +33%
VA
1162
Valmark Advisers
Ohio
$603K -$3.02K -74 -0.5%
CIP
1163
Convergence Investment Partners
Florida
$602K +$68.1K +1,666 +13%
HWAM
1164
Hennion & Walsh Asset Management
New Jersey
$598K -$9.11K -223 -2%
AWAU
1165
Alliance Wealth Advisors (Utah)
Utah
$598K +$405K +9,921 +211%
JFA
1166
JNBA Financial Advisors
Minnesota
$595K -$4.09K -100 -0.7%
JSL
1167
JT Stratford LLC
Georgia
$594K +$13.4K +329 +2%
BTW
1168
Boston Trust Walden
Massachusetts
$593K +$40.9K +1,000 +7%
BFA
1169
Bragg Financial Advisors
North Carolina
$592K -$22.8K -558 -4%
RIA
1170
Richwood Investment Advisors
Ohio
$590K -$2.04K -50 -0.3%
WA
1171
Wealth Alliance
New York
$589K +$37.7K +923 +7%
ISL
1172
Ingalls & Snyder LLC
New York
$586K +$45.4K +1,111 +8%
KJWM
1173
Kiley Juergens Wealth Management
Washington
$585K +$585K +14,315 New
LF
1174
LifeSteps Financial
California
$584K +$204 +5 +0%
PNC
1175
Park National Corp
Ohio
$584K -$12.3K -300 -2%
45 46
47
48 49