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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 %
MBT
1201
Montecito Bank & Trust
California
$549K – – –
MWM
1202
Madison Wealth Management
Ohio
$549K -$10.1K -248 -2%
AIA
1203
AIMZ Investment Advisors
California
$548K – – –
JCM
1204
Jacobi Capital Management
Pennsylvania
$548K -$12K -294 -2%
KC
1205
Knuff & Co
California
$544K – – –
PWW
1206
Pettyjohn Wood & White
Virginia
$544K +$27.8K +681 +5%
FCA
1207
FinTrust Capital Advisors
South Carolina
$543K -$16.1K -393 -3%
BCG
1208
Breakwater Capital Group
New Jersey
$541K +$80.3K +2,028 +17%
NSAM
1209
North Star Asset Management
Wisconsin
$541K -$119K -2,905 -18%
PWM
1210
Purus Wealth Management
California
$540K +$4.45K +109 +0.8%
WBCM
1211
Wilson & Boucher Capital Management
California
$539K -$8.17K -200 -1%
WAM
1212
Weatherly Asset Management
California
$538K -$82 -2 -0%
WG
1213
Welch Group
Alabama
$538K -$14.9K -365 -3%
HWP
1214
Highline Wealth Partners
California
$537K – – –
WA1
1215
Wimmer Associates 1
California
$537K -$89.9K -2,200 -14%
MCM
1216
Mainstay Capital Management
Michigan
$536K -$157K -3,851 -23%
GS
1217
Gagnon Securities
New York
$533K – – –
CBT
1218
CoreFirst Bank & Trust
Kansas
$532K +$129K +3,163 +32%
CA
1219
Carson Advisory
Georgia
$531K -$15.1K -369 -3%
LCWP
1220
Legacy Capital Wealth Partners
Arkansas
$531K +$531K +13,002 New
GL
1221
Graypoint LLC
New York
$529K +$44.9K +1,098 +9%
AC
1222
Allstate Corporation
Illinois
$528K – – –
HH
1223
Hilltop Holdings
Texas
$528K +$5.76K +141 +1%
RC
1224
Rovin Capital
Arizona
$524K +$980 +24 +0.2%
BIM
1225
Bridges Investment Management
Nebraska
$524K -$339K -8,288 -39%
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