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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 %
SM
1226
Sciencast Management
New Jersey
$516K -$386K -8,900 -43%
CWM
1227
C2C Wealth Management
Arizona
$513K -$10.3K -229 -2%
Fayez Sarofim & Co
1228
Fayez Sarofim & Co
Texas
$509K -$125K -2,926 -20%
RCG
1229
Resource Consulting Group
Florida
$508K +$508K +11,896 New
SSWM
1230
Sheets Smith Wealth Management
North Carolina
$507K -$43.2K -1,012 -8%
FFA
1231
First Foundation Advisors
California
$507K -$67.1K -1,572 -12%
GLA
1232
Good Life Advisors
Pennsylvania
$507K -$58.1K -1,362 -10%
SC
1233
SouthState Corp
Florida
$507K -$7.94K -186 -2%
GL
1234
Graypoint LLC
New York
$506K -$58.8K -1,378 -10%
PWMAG
1235
Pinnacle Wealth Management Advisory Group
New Jersey
$506K -$35K -821 -6%
GSC
1236
G&S Capital
Colorado
$505K +$1.41K +33 +0.3%
IIA
1237
IPG Investment Advisors
California
$503K -$128K -3,000 -20%
ISB
1238
Iowa State Bank
Iowa
$502K -$2.35K -55 -0.5%
FTC
1239
Farmers Trust Company
Ohio
$501K -$384 -9 -0.1%
LCM
1240
Leisure Capital Management
California
$501K – – –
DLA
1241
Douglas Lane & Associates
New York
$498K -$3.88K -91 -0.8%
CNBT
1242
Canandaigua National Bank & Trust
New York
$496K -$16.6K -390 -3%
BCG
1243
Breakwater Capital Group
New Jersey
$496K -$17.4K -407 -3%
SAS
1244
Stelac Advisory Services
New York
$495K -$33.1K -775 -6%
WIC
1245
Woodmont Investment Counsel
Tennessee
$495K -$49.4K -1,158 -9%
JC
1246
Jacobs & Co
California
$495K -$15.3K -358 -3%
PIA
1247
Perennial Investment Advisors
California
$493K -$6.96K -163 -1%
WB
1248
West Bancorporation
Iowa
$493K – – –
AWA
1249
Alaska Wealth Advisors
Alaska
$491K – – –
CC
1250
Centiva Capital
New York
$491K -$1.37M -32,180 -74%
48 49
50
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