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 %
RC
1201
Rovin Capital
Arizona
$547K +$1.58K +37 +0.3%
FLI
1202
Family Legacy Inc
South Carolina
$546K – – –
FSCM
1203
Front Street Capital Management
Montana
$546K +$4.31K +101 +0.8%
HH
1204
Hilltop Holdings
Texas
$546K -$2.13K -50 -0.4%
WI
1205
Wintrust Investments
Illinois
$544K +$7.09K +166 +1%
CFGS
1206
Concourse Financial Group Securities
Alabama
$544K -$171 -4 -0%
FNBT
1207
FineMark National Bank & Trust
Florida
$543K -$9.35K -219 -2%
OA
1208
Operose Advisors
Wisconsin
$543K +$487K +11,399 +859%
HW
1209
Hancock Whitney
Mississippi
$543K +$59.9K +1,404 +12%
CB
1210
Cooke & Bieler
Pennsylvania
$541K -$1.89M -44,226 -78%
OPCM
1211
Osborne Partners Capital Management
California
$540K -$23.3K -546 -4%
OWP
1212
Obermeyer Wealth Partners
Colorado
$539K +$93.6K +2,192 +21%
PWW
1213
Pettyjohn Wood & White
Virginia
$539K +$3.84K +90 +0.7%
RWA
1214
River Wealth Advisors
Pennsylvania
$536K +$469 +11 +0.1%
9WM
1215
9258 Wealth Management
Ohio
$532K +$9.05K +212 +2%
FMWA
1216
Forvis Mazars Wealth Advisors
Missouri
$528K -$30.9K -724 -6%
HIA
1217
Harbor Investment Advisory
Maryland
$527K +$75.3K +1,765 +17%
SCM
1218
Sebold Capital Management
Illinois
$526K +$2.05K +48 +0.4%
MAA
1219
Mraz Amerine & Associates
California
$525K – – –
PGIM
1220
Pacific Global Investment Management
California
$525K +$555 +13 +0.1%
NMG
1221
New Millennium Group
Utah
$524K +$175K +4,095 +50%
AWM
1222
Axxcess Wealth Management
California
$523K -$133K -3,112 -20%
CL
1223
CSS LLC
Illinois
$522K -$206K -4,836 -28%
CT
1224
Chicago Trust
Illinois
$518K -$226K -5,301 -30%
KA
1225
Kovack Advisors
Florida
$517K -$3.16K -74 -0.6%
47 48
49
50 51