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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 %
WPW
1226
Waldron Private Wealth
Pennsylvania
$523K -$43.1K -1,055 -8%
FLI
1227
Family Legacy Inc
South Carolina
$523K – – –
WI
1228
Wintrust Investments
Illinois
$523K +$2.78K +68 +0.5%
OFS
1229
OneAscent Financial Services
Alabama
$522K +$522K +12,777 New
CFGS
1230
Concourse Financial Group Securities
Alabama
$522K +$899 +22 +0.2%
IIA
1231
IPG Investment Advisors
California
$521K +$39.6K +970 +8%
BAM
1232
Belpointe Asset Management
Nevada
$521K +$157K +3,840 +43%
CFG
1233
Citizens Financial Group
Rhode Island
$519K -$60.2K -1,473 -10%
CCM
1234
Chilton Capital Management
Texas
$517K -$14.1K -345 -3%
OWP
1235
Obermeyer Wealth Partners
Colorado
$516K – – –
RWA
1236
River Wealth Advisors
Pennsylvania
$514K +$490 +12 +0.1%
SCM
1237
Sebold Capital Management
Illinois
$512K +$8.29K +203 +2%
EAM
1238
Eagle Asset Management
Florida
$511K +$111K +2,721 +28%
FNBT
1239
FineMark National Bank & Trust
Florida
$510K -$9.85K -241 -2%
FMWA
1240
Forvis Mazars Wealth Advisors
Missouri
$510K +$5.03K +123 +1%
9WM
1241
9258 Wealth Management
Ohio
$509K -$695 -17 -0.1%
Fayez Sarofim & Co
1242
Fayez Sarofim & Co
Texas
$508K +$20.4K +500 +4%
JC
1243
Jacobs & Co
California
$505K +$31.2K +765 +7%
GCM
1244
Gladius Capital Management
Illinois
$505K +$505K +12,349 New
WAP
1245
Wealthcare Advisory Partners
Pennsylvania
$503K -$52.5K -1,284 -9%
CA
1246
Cumberland Advisors
Florida
$503K -$204K -5,000 -29%
PGIM
1247
Pacific Global Investment Management
California
$493K -$9.52K -233 -2%
DFG
1248
Delta Financial Group
New Jersey
$492K +$492K +12,039 New
FTC
1249
Farmers Trust Company
Ohio
$492K +$11.9K +291 +2%
PWMAG
1250
Pinnacle Wealth Management Advisory Group
New Jersey
$491K +$6.29K +154 +1%
48 49
50
51 52