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 %
ZB
1176
Zions Bancorporation
Utah
$573K +$101K +2,369 +21%
AA
1177
ALPS Advisors
Colorado
$573K +$151K +3,546 +36%
AIA
1178
AIMZ Investment Advisors
California
$573K – – –
TAM
1179
Tocqueville Asset Management
New York
$572K -$78.8K -1,847 -12%
WBCM
1180
Wilson & Boucher Capital Management
California
$572K -$23.5K -550 -4%
CA
1181
Carson Advisory
Georgia
$571K +$9.26K +217 +2%
TIA
1182
Traphagen Investment Advisors
New Jersey
$570K +$190K +4,444 +50%
WSTAM
1183
Wilbanks Smith & Thomas Asset Management
Virginia
$569K -$107K -2,517 -16%
KC
1184
Knuff & Co
California
$568K – – –
ISL
1185
Ingalls & Snyder LLC
New York
$565K -$3.89K -91 -0.7%
FCA
1186
FinTrust Capital Advisors
South Carolina
$565K – – –
SIP
1187
Stoneridge Investment Partners
Pennsylvania
$564K +$564K +13,218 New
WAM
1188
Weatherly Asset Management
California
$562K – – –
LWCFA
1189
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$561K – – –
HWP
1190
Highline Wealth Partners
California
$561K -$6.4K -150 -1%
BCA
1191
Bay Colony Advisors
Massachusetts
$560K -$34.1K -798 -6%
PWM
1192
Purus Wealth Management
California
$559K -$3.24K -76 -0.6%
CIP
1193
Convergence Investment Partners
Florida
$558K -$17.1K -401 -3%
GS
1194
Gagnon Securities
New York
$557K – – –
CCM
1195
Chilton Capital Management
Texas
$555K – – –
AWS
1196
AJ Wealth Strategies
New York
$555K +$69.2K +1,622 +14%
LPT
1197
Legacy Private Trust
Wisconsin
$553K -$318K -7,453 -37%
AC
1198
Allstate Corporation
Illinois
$552K -$33.6K -787 -6%
NAS
1199
Nicolet Advisory Services
Wisconsin
$549K +$40.3K +940 +8%
TCBWMS
1200
Texas Capital Bank Wealth Management Services
Texas
$548K -$532K -12,455 -49%
46 47
48
49 50