WFC icon

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 %
ALAM
1176
Asahi Life Asset Management
Japan
$583K -$9.81K -240 -2%
GI
1177
Gradient Investments
Minnesota
$581K -$1.19K -29 -0.2%
SB
1178
Simmons Bank
Arkansas
$580K -$26.2K -641 -4%
BMA
1179
Brooks Moore & Associates
Tennessee
$576K -$4.41K -108 -0.8%
PWLP
1180
Prio Wealth Limited Partnership
Massachusetts
$575K -$44.7K -1,093 -7%
HCM
1181
Highlander Capital Management
New Jersey
$575K +$21.8K +534 +4%
EA
1182
Eclectic Associates
California
$574K +$11.4K +280 +2%
QPWM
1183
Quadrant Private Wealth Management
Pennsylvania
$571K – – –
BCA
1184
Bay Colony Advisors
Massachusetts
$570K +$34.4K +842 +6%
RT
1185
Rockland Trust
Massachusetts
$570K -$13.4K -327 -2%
OCM
1186
Osterweis Capital Management
California
$568K – – –
CIA
1187
Cladis Investment Advisory
Montana
$565K +$41 +1 +0%
PCM
1188
Pointe Capital Management
Michigan
$560K +$132K +3,230 +31%
SWM
1189
Shakespeare Wealth Management
Wisconsin
$560K -$8.17K -200 -1%
GFP
1190
Gryphon Financial Partners
Ohio
$559K -$69.5K -1,700 -11%
FW
1191
FirstPurpose Wealth
Utah
$558K +$127K +3,104 +29%
NCM
1192
Neumann Capital Management
California
$557K – – –
MCM
1193
MV Capital Management
Maryland
$555K -$94.5K -2,312 -15%
VPP
1194
Vertex Planning Partners
Illinois
$554K -$91.1K -2,229 -14%
DS
1195
DRW Securities
Illinois
$554K -$1.94M -47,385 -78%
PWA
1196
Providence Wealth Advisors
Illinois
$554K +$13.8K +350 +3%
LS
1197
Livforsakringsbolaget Skandia
Sweden
$552K – – –
SFO
1198
Stokes Family Office
Louisiana
$551K -$104K -2,539 -16%
CPA
1199
Cardiff Park Advisors
California
$551K +$940 +23 +0.2%
DDC
1200
DF Dent & Co
Maryland
$550K -$776 -19 -0.1%
46 47
48
49 50